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Local market bounced back after 3 consecutive negative days on the back of solid US non farm payrolls and better commodities. The last time market had 4 consecutive...

Sipa is a well-known explorer on the Australian scene, having been around for quite a while. Recent activities, led by a strong technical team, have been focussed on...

For some years we‘ve advocated for our investment in Australia’s dominant real estate portal, REA Group. For us, REA ticks all the boxes. It’s a well-run business...

A quick pulse check on global high yield debt shows that it is boom time once again. That’s great for borrowers wanting cheap debt with few conditions but bad for long...

The first week of reporting season has already thrown up a few grenades with Isentia and Navitas both missing expectations. In this short video the panel discuss...

Welcome to the FNArena Reporting Season Monitor for the August result season 2017. The Monitor reports ratings and consensus price target changes, along with brief...

In this episode of Buy Hold Sell, we look at stocks that generate their earnings offshore. These earnings have been squeezed as the local currency rallied 10% against...

While most of our positions are in companies in the traditional real estate and infrastructure sector, we are also able to make investments in real estate technology...

The five biggest listed stocks in the US are all tech stocks, with an aggregate market cap of US$3 trillion, roughly the same as the GDP of Germany. Nick Griffin from...

One of the things that frustrates me most is fund managers who take the “other peoples money” approach. My fundamental belief is that if you wouldn’t do something...