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

Equities

BHP Billiton: Hole in the ground

Production volumes are up massively. Revenues have doubled, despite the massive pullback since 2011. By almost any measure, BHP is a bigger company than it was in...
BHP
Steve Johnson
Forager
Equities

Investing in the secular growth of the mobile internet

The evolution of the mobile internet has been driven by the convergence of 3G infrastructure, cloud computing, social networking, video content, online commerce and...
John Deniz
Paragon Funds Management
Equities

The most crowded trade - Short FMG - and why we would not want to be short.

Background to the consensus Short FMG trade and why we are Long FMG.
FMG
John Deniz
Paragon Funds Management
Equities

Paragon Funds Management: Macquarie capitalising on buoyant conditions

Macquarie is currently yielding a 4.6% forward dividend (March year-end FY16F), and based on our estimates is growing earnings at 30% CAGR for the three years to...
MQG
John Deniz
Paragon Funds Management
Equities

LNG: De risking one of the best emerging LNG export projects globally

We have written about LNG Ltd previously, outlining our reasoning behind investing in what remains one of the best emerging LNG export projects across the globe. We...
QAN
John Deniz
Paragon Funds Management
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