Fallen angels and upside surprises

Andrew Mitchell

While the month-end reports for February will indicate the ASX Small Ordinaries finished the February reporting period dead flat, it would be difficult to find any smaller cap investors this month that would summarise the reporting period as dreary. Show More

Hill End set to join high-purity alumina party with multi-decade maiden resource

Barry FitzGerald

High-purity alumina is touted as the next hot industrial mineral - and there is a growing view that Hill End may have lots of it. The guessing will soon be over, with a maiden resource expected shortly. Plus, Centaurus’ local knowledge lands it a highly prospective Brazilian nickel-cobalt play. Show More

nickel lithium cobalt ASX:HEG ASX:CTM asx:atc high purity alumina

On track for a solid first-half reporting season

Andrew Tang

The first half reporting season kicks off later this week, and according to the latest Thomson Reuters earnings estimates, EPS for the S&P/ASX200 is forecast to grow by 7.0% in FY18, down from the 11.3% in FY17. Show More


Wetar better than Bali for Finders’ copper cash machine

Barry FitzGerald

Plus, Oklo’s hunt for a golden elephant, finding Xanadu in Mongolia and Centaurus chasing Brazilian gold Show More


Seven high conviction stocks to buy in April

Morgans Financial Limited

Australian shares have generally followed the pattern of global equities, following a wave of Trump-induced optimism. While we have confidence in a cyclical turnaround over the medium term, we need to see signs of better earnings momentum before getting more comfortable with a much broader-based rally. In this environment, investors... Show More

Three stocks we're happy to buy today

Morgans Financial Limited

Throughout reporting season we highlight companies we are happy to buy following our assessment of results. Here are our three of our top picks from results last week: Motorcycle Holdings, Ramsay Health Care, and Corporate Travel Management. Show More

ASX:RHC ASX:MTO ASX:CTM February 2017 Reporting Season

The growth stocks vulnerable to a selloff in 2017

Avoca Investment Management

Back in February 2016, Jeremy Bendeich from Avoca Investment Management shared his list of stocks that were vulnerable to earnings misses, which formed a handy acronym - ‘BITBAD’. Blackmores, IPH, TPG, Bellamy’s, A2 Milk, and Domino’s Pizza. Since then, four of the six are down more than 20%. A simple... Show More