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As reporting season ramps up, there’s a change in leadership underway in mining services says Simon Shields, Principal at Monash Investors Limited. Recently, mining...

Our reporting season calendar covers announcement dates of over 200 ASX listed companies for the August period, with our recommendation and also projected NPAT (Vs...

As Peter Lynch once famously said “You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t...

The current 25-year credit cycle has seen Australian household leverage rates move to record levels versus all other developed markets. This degree of leverage is...

By definition, the largest companies by market cap are the most valued by investors in absolute terms. Over the past decade the composition of the world's most...

GBR are looking for the Nickel rich feeder system to Mt Venn. As written about previously, the exploration model is that the Eastern Mafic may host the early stage,...

While the structural growth in Chinese consumption, driven by the rising middle class, is well known, finding the right stocks to invest in can be a challenge. Key...

Earnings guidance slashed by 64%. CEO gone. The stock down 54%. That was the situation for iSelect (ISU) when we started buying the stock in April. And this isn’t...

It seems like just weeks ago that February reporting season was wrapping up, but believe it or not, reporting season is upon us again. The Australian market has...

FY18 was a strong year for both microcap and small caps indexes. Once again, microcaps significantly outperformed large caps. The S&P/ASX All Ordinaries Accumulation...

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%...

In this 12-part Cadence Investing Series, we discuss several aspects of the investment process and how it actually works in practice. Topics covered include market...

Disruption continues to be the word of the moment. The media sector highlights how new business models can decimate the value of old platforms. Investors are...