australian equities

One of the businesses we believe is well-positioned for a strong 2018 is traffic enforcement technology provider, Redflex Holdings (ASX:RDF). RDF is one of the...

It’s often said that Australians are a nation of travellers. One could stretch to almost any corner of the globe and stumble across an Aussie. Given the increasingly...

These days the challenge in writing an outlook piece for the stockmarket is to try and avoid rehashing the same supportive comments for global equities. I guess a bull...

Want to know the biggest yield trap of 2017? Each year there are dividend plays that turn out to be yield traps. In 2012, it was QBE. During 2012 to 2014, we saw...

Boral Limited is a multinational company dealing in building and construction materials. Founded in Australia, it also has extensive operations in the United States...

Two of the largest positions in the fund right now have been a2 Milk and WiseTech Global. Both of these are stocks that have done tremendously well and whilst we...

Markets are supposed to price in new information efficiently. But for the investor who has done their homework in advance, time is on their side. Stock prices can...

Not a day goes by without at least one economist, or journalist, pointing towards the housing cycle in Australia with the message: the cycle has peaked. Certainly,...

The central argument of our thesis on CBA has been the stock would lose most of its premium to its major bank peers as ANZ and National Australia Bank derisked and...

Prior to Telstra's FY17 result, media articles abounded speculating the company was going to announce the securitisation of its recurring NBN payments. The media cited...

Established in 1998, Webjet is the leading online travel agency (OTA) in Australia and New Zealand, leading the way in online travel tools and technology. Webjet says...