Gold’s best friends at present are the US Federal Reserve and Donald Trump. The US dollar is weakening as the opposition of two more Republican senators to the US healthcare bill this week meant the measure is effectively dead in its current form. Show More

While consensus had a strong case for the Australian dollar to fall in 2017, it has climbed 10% so far this year, and almost touched 80c. With the market wrong-footed on this key issue, Livewire asked a panel of contributors what a strong Australian dollar means for investors. Show More

One of our largest holdings in the TBF Small Cap Value Growth Fund is a company with a market cap of $170M that reported a profit of $27M in CY2016 and paid a dividend of $18M. The business does not have a lot of debt on the balance sheet and... Show More

On Wednesday, Portfolio Manager Oscar Oberg attended Ruralco Holdings Limited’s (ASX: RHL) investor site day in Renmark, South Australia. The company showcased its investment in water and rural supplies businesses within the Riverland region. The company also announced a trading update, confirming that earnings in the second half of FY2017... Show More

We believe the prudential regulator’s definition of ‘unquestionably strong’ provides a favourable result for the Australian banking sector with significant political and regulatory uncertainty now removed from the sector. In our view the banks can meet the 10.5% capital requirement without the need for potentially dilutive equity capital raisings. Show More

We know, you have probably heard this all before, but it is still one of the most fascinating investing phenomena out there: The miracle of compound interest! Here’s an example... Show More

CommSec's Tom Piotrowski speaks with NEXTDC Limited (NXT) CEO Craig Scroggie about its recent purchase of a 16% stake in Asia Pacific Data Centre Group (AJD) and how that aligns with the company’s strategic focus. Show More

Andrew Lockhart from Metrics Credit Partners provides an insight into the domestic credit market. It’s part of the financial system usually reserved for the ‘big banks’ who provide credit to large corporates looking to invest and expand their businesses. While credit is available it seems appetite for growth remains patchy. Show More

CommSec Chief Economist Craig James takes a look at the economic events scheduled for the week ahead, including the CommSec State of the States report, Australian inflation, US GDP growth and the US Federal Reserve rates meeting. https://youtu.be/Zz08OtD3qO4 Show More

One of the strongest and most predictable relationships in global equity markets over the last few years is that of bond yields and so-called ‘bond proxies’. As the name suggests, a bond proxy is a stock that is held in place of fixed interest securities, primarily for yield. They are... Show More

The shares have had a great run over the last few years but we can see some danger signs up here. Firstly, since peaking in June, Fisher and Paykel Healthcare (FPH) has been sold down fairly quickly (circled). The volume has also been fairly large on the way down. This... Show More

Mining services company Macmahon has been in the wars for most of the past decade. As the largest holding in Forager's Australian Shares Fund, we are anticipating the next decade being better. In this video we discuss our recent trip to Indonesia, new contract wins and the importance of Macmahon's... Show More

After 20 years of little to report, resources group Jervois is re-invigorated with a new board led by well-regarded banker Steve van der Sluys. With interests in nickel, cobalt, scandium and gold, the stock is moving. And Breaker’s gold discovery is starting to catch the eye of cashed-up producers. Show More

Companies that change the way we do business can offer great opportunities as they establish and monetise new marketplaces. So in this week’s Buy Hold Sell we review 3 stocks leveraging this theme, as well as a microcap taking on Tatts and TAB, and a stock enjoying the NBN as... Show More

In June, Costco Wholesale (COST.US) fell more than 15% in reaction to the news Amazon.com (AMZN.US) is acquiring Whole Foods Market (WFM.US). We think Costco’s competitive advantage is durable and thus initiated a position. Show More

CommSec's Tom Piotrowski speaks with Oventus Medical (OVN) Clinical Director & Co-Founder, Dr Chris Hart about: Show More

A recent addition to the portfolio, Australian dairy and foods business, Bega Cheese, was the largest single contributor to performance of the portfolio for the month of June. Over the past 6 months, Bega has seen transformational change in its business through the completion of three major transactions: Show More

Redhill Education provides specialist higher education to domestic and international students at campuses in Sydney and Melbourne. Show More

Howard Marks, Co-Founder of Oaktree Capital, criticised forecasters in a memo earlier this year, writing: “There are no facts about the future, just opinions”. And few asset classes are harder to forecast than currencies. Show More

Hamish Douglass, CEO, CIO and Lead Portfolio Manager (Global), discusses why rising tech stocks are still well priced, the strategy driving Amazon’s purchase of Whole Foods and what this means for other retailers. Show More