ASX:COH

It's Different This Time, Not A Bubble

Rudi Filapek-Vandyck

One of my all-time favourite movie scenes is when Woody Allen stands in the queue in Annie Hall (1977) and he ends up having a discussion with the loudmouth academic behind him who professes to know everything there is to know about Marshall McLuhan. Show More

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Preferring catwalk corduroy over the sexy things

Schroders Australia

It has long been difficult to place rationale around valuations in certain areas of the market. While the supermodels get all the spotlights, it’s the cardigan wearing brigade that seem more like a solid investment, allowing scope for many different futures — both good and not so good — without... Show More

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Key themes for reporting season

Livewire Exclusive

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 performed solidly in the period since, having gained 4.4% since the end of February. But this number hides the dichotomy that has... Show More

Australian Results Season: Resurrection or Crucifixion?

Marcus Padley

Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set a reliable date. The big companies generally do. Show More

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The bubble in quality

Jason Teh

It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment decisions as to why they are paying higher prices. It’s only after they burst that bubbles become clear. The most recent bubble bursting has been Bitcoin. Now we would contend... Show More

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3 Aussie stocks in our sights

Stuart Welch

I recently attended the Brambles investor day in London. Prior to the investor day I scheduled some healthcare related meetings throughout Europe, including attending the International Plasma Protein Congress in Budapest. The healthcare meetings were with various industry participants including the offshore operations of Australian listed healthcare companies, their... Show More

The Rules of Investing: Peter Cooper’s next big idea

Livewire Exclusive

This week’s guest on the podcast is Peter Cooper, founder and Chief Investment Officer of Cooper Investors, one of Australia’s leading boutique investment firms. His success is probably best conveyed by the incredible performance of the CI Brunswick fund, which he manages personally. This fund has outperformed the ASX200 Accumulation... Show More

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