The market opened reasonably well this morning considering the soft leads overseas plus net negative news flow out over the weekend – a drop of 40pts early felt optimistic and that proved correct as stocks were sold down hard throughout the day, led lower by weakness across Asia along with... Show More

It’s been one of those weeks with a lot happening under the hood – lots of volatility – however when we look at the actual moves overall, we’ve simply edged slightly higher which actually feels like a win! Today, the market was positive, more so in the morning, however we... Show More

A weak open to trade this morning with the Australian market following overseas indices down the chute early – however buyers stepped into the weakness and the market experienced a fairly impressive +60pt recovery from the lows. The ASX 200 finished down ~44points which actually felt like a win…. Show More

Summer is here, the cricket season is ramping up and the market has found some form managing a century in today's session. The G20 result sent investors into a buying frenzy today, and the local market managed to earn back all of Friday’s weakness plus change today. It was clear... Show More

Today’s report is again going to look at the retail stocks following Gerry Harveys volatile comments at Harvey Norman’s (ASX: HVN) recent AGM including a declaration that critics of the retailer were “totally friggen mad”. Show More

Since October the market has been very anti high valuation/ growth stocks which have outperformed for almost a decade and the drum MM has been banging all this time is “don’t expect a decade’s trend to be unwound in just a few weeks” – it’s likely to have much further... Show More

The ASX200 has now hit our 5925 target region from the recent bounce making us far more cautious short term, however its worth keeping in mind some interesting stats. Show More

Numerous local stocks have been hammered by recent news flow and/or simple aggressive sector selling in an already nervous market. In this wire, we outline our view on 11 of these market casualties. Show More

Overnight Caterpillar (CAT) shares tumbled around 10% at one stage before bouncing slightly, although they still closed well in the red - as we know an earnings outlook “miss” will do that. Show More

While I'm yet to observe a popular way for governments to tax the masses, Labor's proposals on franking credits has focussed the attention of one very local and agitated demographic in particular: wealthy retirees with the time and inclination to rile the boffins that have suggested such an impost. Show More

BANG, stocks hit -85pts today following the weak US markets down the slide. Commodities saw most selling while the Energy names dropped out of favour. Selling was persistent and aggressive throughout the day likely signalling there is more to come - the index closed at its lowest point since June... Show More

On Friday I sat down with one of the markets top rated Resource Analysts, Peter O’Connor from Shaw and Partners to discuss opportunities in the sector. We cover a range of topics from China and US trade tensions, to stocks worth buying in the Gold Sector. Show More

The current bull market is now the longest in history, so not surprisingly the main question we are regularly being asked is, what now? Show More

A number of the diversified financial stocks have experienced a tough year with the Hayne Royal Commission weighing on many in the sector e.g. AMP is down over 30% over the last year. Also, the bears are certainly echoing that a large pullback is ominously close at hand – we... Show More

Some high valuation growth stocks have caught our eye over the last few days, specifically the top-performing stocks that were sold off yesterday. We are happily absent from the high-flying growth stocks, but if they are flogged too hard, a couple will become interesting. Here we share our view and... Show More

Yes, yes, we’re all sick of talking about politics so we’ll be short and focus on four key considerations that could impact your investments if the bookies are correct and Labor win the next election. Show More

I met with the CFO and COO from Fortescue Metals (FMG) this week as they did the rounds following their recent full year results. There were some brief prepared comments that hit the high notes of the result but of more benefit was the discussion thereafter as we shot the... Show More

An impressive performance from the local market yesterday after some very poor leads from the previous day. The index rallied strongly from the early morning low of -47pts / -0.74% before the banks and some recovery from the hard hit resources saw the index close less than a point lower.... Show More

Suncorp (SUN) have reported their FY 2018 results this morning with a number of clear takeaways. This was a stronger result than expected pretty much across the board, and the share price has responded. Show More

Rio Tinto (RIO) reported 1H 2018 results after market with a number of clear takeaways. This was a weaker than expected result pretty much across the board from an 8% miss on the top line down to a 4% miss at the EBITDA level and a lower than expected dividend. Show More