Equities
Our key picks from the LIC / LIT sector, across pre-tax NTA and share price performance, distribution yield (based on the previous 12 months and including Special Dividends) and valuation, as of the end of the March quarter were as follows. Please note that historical performance is no... Show More
Podcasts
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
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
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
Buy Hold Sell
It was only a few years ago that the concept of 'Buy Now Pay Later' didn’t exist. Today it is one of the buzzwords in the emerging companies segment of the ASX. From an almost standing start the four stocks being discussed today have amassed a combined market cap approaching... Show More
Equities
Trade wars, Brexit, "the Donald" and his tweets, market volatility – there's a lot going on in the world at the moment. At the Future Generation Investment Forum, Australian Financial Review columnist Tony Boyd sat down to get Hamish Douglass' read on the current situation. "There's obviously a lot of noise... Show More
Equities
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
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
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