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It’s that time of year! After months of macro dominated action, ASX-listed companies are reporting their earnings and showing investors what’s really going on. Expectations are the name of the game and this February it’s not just about the result but also the guidance and outlook commentary. Research has shown... Show More

Selling is a big blind spot for investors. For every thousand articles about when to buy a company, we’re lucky to find one about when to sell. Yet selling has a huge impact on our long-term performance. And the evidence is clear: most people are no good at it. But... Show More

Commentary on house prices was a major topic in Australia’s media throughout 2018. As a nation whose taxation system incentivises home ownership, falling prices – although coming off close to 10 years of solid annual compounding gains – understandably generate a large amount of media coverage and community interest. Show More

Excess in the Australian housing market has been widely discussed by investors and commentators for a number of years. Underpinned by cheap money, house prices have risen significantly resulting in extreme valuations (house prices are nearly 9x average incomes). Show More

Never mind the profit, what about the dividend? For most TLS investors the dividend is the thing. Remember that the 3c special dividend is just that. Special. Special dividends do not last forever. For growth investors, there are far better opportunities elsewhere. For income investors, there may well be better... Show More

Constellation Software is a Canadian domiciled collection of Vertical Market Software (VMS) companies operating across a variety of industries. VMS companies provide products that are tailored and specific to a single industry (i.e. vertical) and are typically focused on billing, administrative, and operational systems. While often servicing a relatively small... Show More

We recap some of the profit reporting season highlights from the past week including Macquarie Group, Bendigo and Adelaide Bank, Suncorp Group and JB Hi-Fi. Full reports are available below via links. Show More

Whitehaven Coal (WHC) is an Australian coal production company that produces approximately 20 million tonnes per annum of high-energy thermal coal. This production compares to global coal consumption of approximately six billion tonnes. Thermal coal is used to run coal fired power stations. Show More

This week’s guest on the podcast is Jeff Cole, Founder and Director of The Center for the Digital Future, and a member of the investment committee for the E&P Global Disruption Fund. His work has been at the core of the media industry over the past three decades. He founded... Show More

Expectations for Domain’s (ASX:DHG) first-half result were low. Recent share price performance has been poor. Prior to the result, the stock had fallen -28% over the past 12 months. The last big move for the stock was after their disappointing trading update on the 12th of October which saw the... Show More

Conventional wisdom typically holds that actively trading positions in your portfolio destroys value. Whether it’s Warren Buffett recommending a “buy-and-hold” strategy, or your advisor recommending against active-trading to minimise brokerage and taxes, there are plenty of experts out there who contend that active trading is inadvisable. Show More

Welcome to the FNArena Reporting Season Monitor for the February result season 2019. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of 300+ stocks. Week 2 is now available below, with coverage of 53 stocks. Show More

A cyclone has ripped through markets in the last three months, leaving the ASX200 down 10%, and many stocks down by a multiple of that. Yet with powerful forces at play, another sharp leg down feels just as feasible as a Christmas rally. Show More

Australian Securities Exchange delists record number of Chinese firms; US retail sales for December is worst result since 2009; and Charlie Munger warns against teaching young people to actively trade stocks. Here's what's happening in markets today. Show More

In my column today I analyse the new NAB hybrid, which was cheap and attracted a monster circa $200m bid from the $70bn goliath Unisuper with CIO John Pearce choosing to fade the ALP election risks and associated franking debate, and possibly to capitalise on a change in the way... Show More

Equities, fixed income, and alternatives tend to get all the media attention and headlines, but there's an oft-forgotten asset class that underpins most investor's portfolio's: cash. Low rates around the world have seen cash fall out of favour with investors in recent years. In this wire, I'll explain some of... Show More

Asian markets have begun trading again after the Chinese New Year break. Last year was a difficult year for Asia but the outlook for the Year of the Pig is decidedly different. The US Fed is becoming increasingly dovish, the US Sino trade war is de-escalating, China may announce monetary... Show More

Cleanaway Waste Management (CWY), Australia’s leading provider of waste management and environmental services, has jumped 9% after delivering a 46% increase in revenues to $1.1bn, and a 43.2% increase in EBITDA to $221m. Show More

Being negative (arguably) Australia’s greatest success story yields few friends – and that stance over the past ~7 years has been the wrong one. To be clear, I haven’t owned CSL over the long term, I’ve traded it - profitably - but missed the really juicy moves that have played... Show More

Ellerston Asian Investments Options (ASX:EAIO) will cease trading on the ASX on the 22nd of February and expire at 5pm AEDT on the 28th February 2019. Ellerston believe now is the time to increase your investment in Asia. Show More