asx:bin

One thematic to avoid a housing pullback

Robert Frost

We have seen a plethora of analyses in recent weeks from investment banks such as UBS, Morgan Stanley and Citigroup sounding warning bells on the domestic housing market and data from the latest CoreLogic Home Value Index suggests that the Melbourne and Sydney markets are now firmly in retreat. Show More

infrastructure residential property ASX:NWH ASX:SVW asx:bin

Buy Hold Sell: 3 stocks making headlines and 2 'under the radar'

Buy Hold Sell

There’s an old saying that ‘there is no such thing as bad publicity.’ If you’re in the news you’ll stay top of mind – for better or worse. Right now a number of Australia’s biggest listed companies are making headlines and in this episode of Buy Hold Sell we ask... Show More

ASX:CPU ASX:MQG ASX:NAB ASX:WES asx:bin

Direct From The Desk; A quick update on recent corporate activity

James Gerrish

James Gerrish takes a quick look at ANZ's life sale, Transurban's $1.9b cash call to fund the West Gate Tunnel, Tox Free (TOX) & Cleanaway (CWY) and what this means for Bingo (BIN) + the AWE takeover tussle. Show More

ASX:ANZ ASX:TOX ASX:TCL asx:bin ASX: AWE

Small Caps Flying

Marcus Padley

Last week we saw BWX, BKL, A2M, WTC, NCK, NAN and BIN all up 7% or more. BAL is up 85% in three months, A2M is up 83%, WTC is up 55%, BWX is up 28%, BLA is up 46%. The mid-cap sector is having a dream rally. A lot... Show More

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The Netflix culture paradigm

Andrew Fleming

Next to Materials (especially Resources), Industrials have been the sector which has added most to Fund performance through the past couple of years. We often address the logic behind our position in Resource names, and in recent years have also consistently spoken to the impact the Bond bubble has had... Show More

schroders ASX:LLC ASX:CWY asx:bin

Sunset Strip > Trading Day Wrap From Blue Ocean 20170614

Mathan Somasundaram

Local market was once again up on global investor currency trade. Weaker USD is bad for Japanese Manufacturers and good for Aussie Banks. Even miners recovered on stable China data while beaten up retailers saw some love on value and on rate-cut hope after another weak consumer sentiment. The best... Show More