ASX 50

At the start of each year, we poll our readers for their best stock idea as part of our Outlook Survey. With just one quarter to go, it’s time to check in to see which...

Xero (XRO) is a chart that we have followed a few times this year and the stock continues to climb. Price action is once again indicating that there from current...

Warren Buffett famously said: “I buy on the assumption they could close the market the next day, and not reopen it for five years”. We asked Greencape Capital, NAOS,...

Buying unloved stocks is part of the DNA at Forager. Most of the funds’ excess returns over almost eight years have come from buying stocks that other investors hated...

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a...

A crowded trade appears when so many investors are positioned similarly that liquidity becomes a problem. Bitcoin is the obvious choice globally, but we wondered where...

Looking for quality and value is so popular that it’s hard to find an edge. Undervalued stocks can stay that way for years on end, and high-quality stocks that have...

There’s a lot to like about Transurban (TCL), but not the way that has traded in the last few days. This begs the question that, despite all the pundits loving it, do...

Woolworths, BHP, and Telstra have cut dividends in recent years, and the long-term sustainability of dividends from other leading stocks is under scrutiny. So Livewire...

The continued success and profitability of Australian banks over the last few decades, as well as recent large capital raisings, means that Australia’s big 4 banks are...

The old saying goes; ‘there are two sides to every trade’, but in the case of Telstra, we have three. In this second part of our equity income series, we take a close...

Dividends for FY16 (ie dividends paid from Nov 2015 until Oct 2016) totaled $72.7billion. But for FY17, they have increased by +7.2% to $77.9 billion. So shareholders...

Prior to Telstra's FY17 result, media articles abounded speculating the company was going to announce the securitisation of its recurring NBN payments. The media cited...

Telstra and the banks are mainstays of any Australian income-focused portfolio and make up nearly half of the dividends paid out by ASX companies in FY17. However, all...

It may come as a surprise to some that the world’s two leading mobile payments companies aren’t based in Silicon Valley. While a lot of attention has been focused on...

Ramsay Healthcare (RHC) is a core structural short in the AIM Global High Conviction fund. The five bear points we have consistently pointed to are: ...