ASX 50

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity,...

QBE Insurance Group Limited (QBE) is a large and complicated entity. In fact, the scope of the business and the nature of insurance make it quite hard to understand...

When Merlon was established in 2010 and we first formally reviewed Telstra, the stock was trading at $2.64. The top down (and perhaps consensus) view at that time was...

Want to know the biggest yield trap of 2017? Each year there are dividend plays that turn out to be yield traps. In 2012, it was QBE. During 2012 to 2014, we saw...

With Domain listing next month, Jeremy Hook from TMS Capital asks Roger Montgomery from The Montgomery Fund and Neil Carter from IFM Investors for their take on the...

There has been some recent commentary from a number of market participants suggesting that the US tech sector is “crowded” and “expensive”. In reality, the valuation...

In late September Commonwealth Bank announced both the sale of its life insurance business and that they were looking at floating the bank’s funds management business...

Since 2000, the Bank Index has been up 12 out of the last 16 years or 75% of the time. In the 12 years that the Bank Average has closed up, the average rise in those...

Stock prices have been moved more by macro events than by individual outlooks in the current business cycle, but that’s all starting to change, says Andrew Martin,...

High dividends often steal the limelight, but as holders of Telstra have recently learned, a sustainable dividend is every bit as important. This week’s Buy Hold Sell...

Sentiment towards Santos has improved a great deal recently. The company has reduced costs and the price of oil seems to have stabilised for now. The interim update in...

The fight for supremacy in Australia's supermarkets is a battle that's raged for many years and market cycles, since long before Coles was part of Wesfarmers. Matthew...

In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp. What we learn is that...

Since 2002, Washington H. Soul Pattinson has delivered total shareholder return of ~490%. That’s more than double the All Ords Accumulation Index and this year marks...

Two of the largest positions in the fund right now have been a2 Milk and WiseTech Global. Both of these are stocks that have done tremendously well and whilst we...