ASX 50

The first week of reporting season has already thrown up a few grenades with Isentia and Navitas both missing expectations. In this short video the panel discuss...

In this episode of Buy Hold Sell, we look at stocks that generate their earnings offshore. These earnings have been squeezed as the local currency rallied 10% against...

Local market ran out of puff again on weaker commodities and directionless global markets. Local trade balance was another miss and the currency took a step back. The...

Martin Conlon, Head of Australian equities at Schroders Australia has reiterated his bull case for resources: “For the most part, we still think that’s where the best...

Local market was smacked down on weaker commodities and then flip-flopped at the bottom despite solid bounce in building approval. US ADP employment data will be key...

The last several weeks has seen Fortescue (FMG) bounce strongly from nearly $4.50 to over $5.80. Some analysts are getting nervous with the iron ore price up here, but...

Telstra shares are trading at levels not seen since November 2013. That's approaching a 5 year low and 40% below the ~$6.50 high reached in February 2015. Charlie...

Local market bounced back after Friday’s bashing. Started positive before investors took profit in the last few hours. European markets were negative while US and...

­­­Whilst we use a megatrend framework to identify a narrow subset of stocks that we then spend more time understanding, we ultimately invest capital on a stock by...

Local market flip flopped to deliver a slight positive day despite big bounce in AUDUSD/commodities and a fall in bond yields. July count sits at 10 up days and 9 down...

Of the profit warnings this year, 81% of them have been "downgrades". I have found some really interesting observations that I’ll mention through this note that are...

Local market moved higher on better commodity prices and positive US reporting cycle. The market has been flip flopping all July…9 up days and 9 down days…July cycle...

Local market bounced back from yesterday’s underperformance on the back of strong commodities and AUDUSD. Banks were up on currency/yield trade while Resources were up...