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A strong day for local stocks with the out of form Australian banks keying off an inline full year result from NAB this morning – more on that below however that...

Topics this week include the growing popularity and falling cost of solar power, batteries combined with solar being the ‘killer app’ of the energy industry, the...

A two-pronged strategy of taking strategic equity positions in companies with brownfield gold discoveries in parallel with exploration in its own right is making DGO a...

This is a message for those who aspire to be investment bankers. One dirty secret (of many) in investment banking is valuations are an advertising tool. If you can’t...

Greece can now borrow money cheaper than Trump’s America, leaderless people’s movements are raging in countries as far as apart as Chile and Hong Kong, there is no...

A soft session across the local market today with early strength getting overcome after the first hour with sellers dominating thereafter. The IT Stocks were again in...

Last month we identified the reason why we believed the RBA was slowing down on cuts was the fact that the housing market was improving and that strength would...

Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They...

What if there was a Melbourne Cup of Listed Investment Companies? Who would make the starting line? Who would win? We have analysed the field of well over 100 LICs....

Avita Medical (AVH:AU) is a regenerative medical device company that produces the RECELL device for the treatment of burns. Whilst being a recent addition to the...

We have recently moved fairly aggressively long the resources stocks with a 24% direct holding not including gold, hence the obvious question after moves like...

Australia’s infrastructure boom, with its $58 billion pipeline designed to provide for the country’s growing communities, has made the sector one of the...

With Australia facing housing problems at both end of the demographic scale, alternative providers are eyeing the opportunities.At the more youthful end, hordes of...

Our recent US research trip highlighted the tailwind to wealth and consumption from house prices. In discussions across the seven states we visited (California,...

A particularly quiet day of trade today with volumes noticeably lighter ahead of the race this afternoon. The market tracked higher early one before giving all its...

If there was one thing we learnt during the federal election campaign this year it was how much was being spent – and promised to be spent - on infrastructure ...

17th century British poet, George Herbert, penned “Do not wait; the time will never be ‘just right’.” This is, of course, a challenging retort for...

While investors feel at ease turning to big caps for income, they sometimes forget a company doesn't need to have a $50 billion market cap to be a stable, mature and...

Today Tubi Group (2BE) issued a downgrade to their FY20 prospectus forecasts. This is a very disappointing outcome and a clear thesis break as the risks, rather than...

Liquid securities are those that can be readily bought or sold in sufficient volumes, at reliably transparent prices, without incurring punitive transaction costs....