ASX 50

In a matter of weeks, Wesfarmers’ demerger of Coles will be complete. Coles will be listed as a stand-alone business for the first time in 11 years. You may think that...

Aristocrat Leisure Limited (ASX:ALL) diversified its exposure beyond gaming machines with its acquisition of social casino business Product Madness and the internet...

The Australian healthcare sector has been the best performing sector of the Australian share market over the last couple of years, although this statistic masks...

There are five key things we look for in companies that we seek to buy and own. But to be honest, it's actually quite hard to find all those things together. Our...

Companies that will attain, and then sustain, very high returns on capital, have the ‘future quality’ that Will Low, Head of Global equities at Nikko Asset Management...

We all know the story of Cinderella. Transformed into a glamorous princess, she was the belle at the ball. However, the celebration abruptly stopped at midnight, when...

The market has fallen 10% in the last 8 weeks. Or as the inimitable Franco Cozzo put it: “Grand sale, Grand sale, Grand sale...”. No one can be certain if equity...

Almost 12 months ago, we published an article about the coming boom in Australian infrastructure spending. At the time, a popular chart by Macromonitor (see below) was...

Overnight Caterpillar (CAT) shares tumbled around 10% at one stage before bouncing slightly, although they still closed well in the red - as we know an earnings...

We are generally pretty sceptical about new IPOs (initial public offerings). Occasionally, however, a great IPO comes along, either for a long-term investment or one...

Most broad-based equity indices around the world predominately comprise mature, old-world industrial businesses, highly geared companies including banks, low quality...

With a market capitalisation of nearly $100 billion and having produced returns of more than 20,000% (200x) for early investors who stuck with it, CSL is one of the...