ASX 50

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...

As the cycle matures, finding opportunities gets harder. So we sat down with Matthew Haupt, Portfolio Manager at Wilson Asset Management to hear his perspective. Here...

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...

Companies have seen rising labour and energy costs start to crimp their margins. Natalie Tam, Investment Director at Aberdeen Standard Investments told us that while...

In an age of social media and smartphones, the challenges faced by investors today are decidedly different to just a few decades ago. With algorithms serving us a...

Aristocrat (ALL) has had a poor performance period, down 15% from recent highs, but I believe at current levels represents an opportunity. The selling in ALL can be...

A year ago we wrote an article about ‘5 CEOs Who Tick All the Boxes’ based on the ASX listed CEOs who we thought showed similarities to Tom Murphy. For those...

It’s difficult to remember a time when such a wide variety of Australian-based businesses were enjoying considerable success across the United Kingdom, particularly...

While I'm yet to observe a popular way for governments to tax the masses, Labor's proposals on franking credits has focussed the attention of one very local and...