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Networks are one of the most powerful competitive advantages a business can possess. Strong network effects make it difficult for businesses to be replicated, enabling...

Plus, DGO cleaning up on its 16% stake in De Grey and Firefly in a halt pending gold assays Given De Grey Mining’s multi-million ounce Hemi gold discovery in the...

It’s only natural that investors are feeling nervous about the future of A-REIT and infrastructure sectors (outside of industrial and utility stocks). Since the...

At Livewire we’ll cheerfully admit that we’re a little obsessed with analysing data and using algorithms in various ways to serve you the best and most relevant...

Headlines during reporting season have claimed that ‘dividends have slowed to a trickle.’ In reality though, it is cash returns that have slowed to a trickle. Cash...

The share price of Reece (ASX:REH) – Australia’s biggest supplier of plumbing and bathroom products – has outperformed the broader market for many years....

Retail has been one of the surprise winners from the pandemic, capturing the attention of savvy investors. But just as important as identifying winners, is avoiding...

Every stock market boom is precipitated by a fundamental development. Occasionally, bubbles develop from these booms when the dominant narrative assumes, through the...

The August 2020 reporting season was always going to be very unusual, dominated not by company-specific factors, but instead by rising political tensions,...

There’s no doubt this year has been a shocker thanks to the pandemic. And the latest reporting season has got in on the act by providing us with another jolt to the...

Welcome to the FNArena Reporting Season Monitor for the August result season 2020. The Monitor reports ratings and consensus price target changes, along with brief...

On Wednesday 26 August, two mid-cap companies made announcements – grocery wholesaler Metcash held its annual general meeting, while financial technology company Zip...

The debate around plastic packaging has intensified significantly over the last two years, which has come as a surprise to some given the market was expecting the...

The junior gold exploration space was in need of a tonic in the wake of the recent wobbles in the gold price. And thanks to some spectacular results in the latest...

Iron ore, the bulk commodity that underpins the Australian economy, has continued to power along largely undisrupted despite the global economic uncertainty from...

Welcome to the third episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...

Iron ore prices should hold above $100 in the medium term on the back of continued demand from China and stimulus in developed markets, says John Ayoub from Wilson...

Welcome to the FNArena Reporting Season Monitor for the August result season 2020. The Monitor reports ratings and consensus price target changes, along with...

Overnight we saw the tech based NASDAQ rally +1.4% to fresh all-time highs with the cloud based stocks continuing to offer huge support to the group e.g. Amazon (AMZN...

We recently undertook a three-part webinar series entitled ‘Quality stocks in focus’ which provided updates on how we are positioning our portfolios in the current...

With the price defying analysts’ predictions of a sharp drop and BHP saying this week that it no longer expects “an abrupt step down”, juniors such as Fenix and Strike...

Investors have had to pay up for defensive stocks including healthcare stalwart CSL in recent times, but there's a solid supporting argument for this price premium....

When it comes to investing, we’re not big fans of airlines. But in the case of Alliance Aviation Services (ASX: AQZ), we’re happy to make an exception. You see,...

WHAT MATTERED TODAYA busy day on the desk with a heap of reports to get through plus a few things bubbling away on the corporate side. Healthcare the standout...