Equities

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...