Equities

Forager's new recruit Daniel Mueller has had his first rant on our Bristlemouth blog. His target: Coca-Cola Amatil. This business has its fair share of problems. In my...

We recently spent some time travelling through the US meeting with companies and like-minded fund managers to expand our universe of ideas. We believe that during our...

Two weeks ago I wrote a blog piece explaining why I think ASX companies should be forced to report quarterly instead of twice a year. (VIEW LINK) As a long term...

We attended the 51st annual Berkshire Hathaway AGM in Omaha, Nebraska. In customary fashion, Warren and Charlie answered questions from shareholders for 6 hours on...

Demand for food and drinks is all but sure to rise both in Australia and globally as the population continues to grow and more people move into the middle class. By...

Everyone has an opinion on stocks; hardly a week can go by without a story in the news about the next Uber (or Amazon, Facebook, Seek…). If investors don't do their...

Healthcare has been a strong performer in recent years, over the past 5 years the healthcare index has returned 110.7% compared to the broader ASX 200’s measly 3.5%....

This morning the Livewire team gave us a gong for one of this year's top performing stock ideas (Whitehaven Coal). While the sentiment is much appreciated, it is...

As global sharemarkets recovered, the Australian exchange traded fund industry continued its growth trajectory finishing the month with $21.3 billion in funds under...

The two companies impacting our portfolios are South32 (ASX:S32) and Whitehaven Coal (ASX:WHC). South32 shares hit a low of $0.87 on 13 January this year. Yesterday it...

If the mainstream media has caught on to a theme, you know it’s too late to get in. This time was no exception. When 60 Minutes claimed to have uncovered the “big...

Reporting season is a busy and exciting time for all investors, this one more than most. Volatility has been a common factor this time around, with some huge moves in...

Telstra has reported its results for the six months ended 31 December 2015.Using a telescope rather than a microscope says this is no blue chip:Reported total income...

Forager Funds largest Australian holding Service Stream (ASX:SSM) released its half year numbers after market close today. I've written about this stock a few times on...

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...

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

Background to the consensus Short FMG trade and why we are Long FMG.

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...

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...