ASX 50

When assessing the current landscape of the ASX, there has been a significant shift of investor dollars towards a highly select group of companies. Much has been made...

Commercial property isn’t a pure income asset class like cash or fixed interest but it has a few advantages over other forms of income-based investing, starting with...

The local market quickly pushed on with yesterday’s rally to post an extra 41pts to rally to the intraday high within the first hour. The selling picked up from there...

During the first quarter of 2019, we have observed an acceleration in the outperformance of growth over value. This can be seen in the chart below provided by Deutsche...

The takeover activity at the top end of town is permeating down to the small to mid-sized sector, raising the perennial question of who might be next to garner...

After a tough 2018 the Aussie banks have bounced back thanks to a loosening of lending restrictions from APRA and a surprise election win by the Coalition. But should...

WiseTech, Appen, Afterpay, Altium and Xero (WAAAX) are up just over five-fold over the last two years, pushing the aggregate market cap to over $28 billion. Some of...

The ASX200 gained 24 points yesterday, taking the index within striking distance of this month’s 6403 high although we are still only in June’s first trading week....

A “red herring” is known as something that distracts from a more important area of focus. There are numerous different attributions to the etymology of this saying....

Today I explain why ANZ was nuts not to fully cut its lending rates in May; why it will be even harder for all banks to pass along the next RBA cut, which could come...

Five years of price consolidation, a possible bottoming of the housing market, and the unexpected return of the coalition government have mitigated some of the key...

Recent lithium acquisitions provide see-through valuations for Pilbara which are well above its share price, fuelling talk about what it may get for its planned sale...

Expanding on my wire on tax-loss selling earlier this week, in this wire, I look at the dynamics behind this phenomenon and nominate the 50 worst performing big-cap...

The market edged higher today, however gains were very lacklustre considering the +2% rally in US markets overnight. The ASX 200 peaked early on 6387, up ~55pts...

Most direct property segments have solid fundamental support for valuations. Retail has been viewed as the exception. Landlords see many tenants under siege from the...

We have a special episode of the Complexity Premia podcast out today on the Game of Thrones-style battle between Presidents Trump and Xi over trade, which is...

With investors making big profits this year in certain stocks, there will be many investors who will want to offset these profits via selling their losers to lock in...

After consulting numerous Chinese and US intelligence, defence and political experts, I believe the probabilities have shifted materially from the benign modal case in...

Lynas (LYC:ASX) is a rare earth producer with operations in Malaysia and Australia; most recently in the news for being the target of an opportunistic takeover by the...

The growing popularity of Venture Capital (VC) has enabled some remarkable and innovative businesses. The attractive returns of many VC funds have stoked further...

The soaring iron ore price is generating cash hand-over-fist for Rio, BHP and FMG. But when it comes to leverage for investors, juniors like Centaurus have it in...

One phenomenon going on at the moment is the buying of stocks that were going to be stuffed by an ALP victory: i.e.: retail, banks, consumer stocks, property stocks,...

The CBA has had the highest level of home loan applications in the last week it has had for the last six months. This is a Corelogic chart showing the 'election...

This Time Last Year I wrote an article titled The most (and the least) profitable companies on the ASX200. The article was written in response to reading several...