Equities

Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Podcasts
Patrick Poke

When Isaac Newton first posited that an object in motion would stay in motion unless acted upon, he probably wasn't thinking of stock markets. But hundreds of years later, the same principle has been adapted for investors; or "the trend is your friend" as it's more commonly stated. While this... Show More

Equities
Stuart Jackson

The ASX All Ordinaries index jumped to an 11-year high immediately after the Coalition won the recent Federal Election. It was boosted in particular by share price spikes in the big banks and health insurers. Whether these gains are sustainable remains to be seen.The results from the Federal Election not... Show More

Equities
Barry FitzGerald

Mincor is positioning to cash-in on the lithium battery boom as a supplier of the nickel which is crucial to battery production. Plus, investors’ eyes turn to PolarX as Alaska’s new field season beckons. The Kambalda nickel camp is stirring again, some 53 years after WMC (acquired by BHP in 2005)... Show More

Equities
Alex Cowie

Some of the industry’s leading fund managers took to the stage today as part of Future Generation’s Investment Forum, with each manager sharing their top stock idea for the year ahead. If you were unable to tune in, you can watch this valuable series of snappy presentations here, alternatively, I... Show More

Equities

We recently sat down with Matthew Riordan, Co-Head of Australian Midcap at Paradice Investment Management, and asked him what he is currently cautious about. He is underweight domestic cyclicals and touched on the how the downturn in construction is yet to filter through and be felt by the economy. While... Show More

Equities
Patrick Poke

Last time we heard from Wilson Asset Management's Lead Portfolio Managers, the mood was decidedly bearish. We were in the midst of a correction, and they, like many others, were questioning whether it was ‘the big one’. Fast forward six months, and the mood has picked up. What’s changed? According... Show More

Equities
Nicolas Burgess

5G is the next generation of mobile communications technology and it is coming to Australia in 2019. It has the potential to be a game changer, so what does 5G mean for Australia’s largest telco, Telstra? In this podcast, you will hear Telstra CEO Andy Penn present Telstra's 5G strategy.... Show More