ASX 50

Reporting season has just concluded and we've lined up two of the best-read managers in Australia to get their take on the health of Australian corporates. Chris...

The first two months of 2018 have been a wild ride for Australian shares, with big falls and then big recoveries. However, from looking at the headlines in the...

A few weeks back, “our ABC” poured oil onto the heated debate in Canberra regarding the Commonwealth Government’s proposed tax rate cut legislation. The ABC produced...

The now famous “toll bridge” reference to investing was made famous by Warren Buffett. This is not to say that you should literally invest in a toll bridge, but rather...

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many...

Reflection is all part of the investment process and the month of February has certainly thrown up a lot of material to reflect upon. The month started with a bang as...

The market is full of self-proclaimed experts that ‘saw’ the event before it happened and of course were positioned perfectly for it. The recent market blip was simply...

There was actually a lot on the radar today despite reporting season cooling down this week - another couple of days and we’ll be done. All up it’s been good, more...

There is an esteemed group of companies on the ASX, such as CSL and Macquarie, where investors give management the benefit of the doubt. They trust that short-term...

Started in 2002 by a small Western Australian team of brewers, Gage Roads (ASX:GRB) has grown to become one of the most prominent craft brewers in Australia. The...

After a short period of relative calm, it appears rising global bond yields, led by US Treasuries, are going to again prove a headwind to certain “defensive” parts of...

The healthcare sector recorded a total gain of 24.4% in 2017, making it the single best performing sector on the ASX. Not even two months into 2018, and it is already...

The ASX was strong in early trade today before some selling kicked in and we traded down ~20pts from the highs, however when considering that S&P Futures in the US...

In the twelve months to Monday of this week, the S&P500 index is up 15.02%, while Alibaba is up 80%, Google is up 29.3%, Amazon is up 71% and Apple is up 24%. By...

While there are no Electric Vehicle (EV) manufacturers listed on the Australian Stock Exchange, Australia has a number of companies that participate in the most...

BHP reported its financial results for the first half of the 2018 financial year this afternoon. Underlying earnings were marginally disappointing mainly because of...

Stocks were weaker again this morning in early trade, before buyers stepped up to the plate throughout the day and the index grinded higher – closing near its highs. A...

Reporting dominated the market today with some reasonably big ranges for those companies out with results. Overall the market was weak on open, largely a result of...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Brambles (BXB), Seek (SEK), GWA Group...

Following its 5% to 10% miss on consensus earnings for 1H, Domino’s fell by around 15% from peak to trough last week. The market has little tolerance for earnings...