australian stocks

How we think Howard Marks would play the gold price spike, plus 6 high-conviction shares Seneca holds in our top-performing funds.

In this video, we ask our fundies to nominate some contrarian stock picks. Will any of them deliver the right kind of surprise? Find out.

Plus, how we found the ASX's newest takeover story: De Grey Mining.

Our key insights from a week of visiting companies in Western Australia, with 5 actionable ideas

We use three case studies to outline our key learnings from running the Seneca Australian Small Companies Fund over the past 12 months.

And an old Australian name Eley Griffiths' Ben Griffiths sees big growth in.

In a stellar financial performance, and in contrast to rivals, Guzman y Gomez (GYG) has significantly surpassed both its prospectus forecasts and market expectations...

Could the worst performers in the ASX100 simply be undervalued with better to come? I'll take a closer look in this wire.

Macquarie says its time to give stocks with low momentum and high risk a second chance.

We look at some of the stocks that drove returns inside these top performing long-only retail funds

It's not in the Australian consumer cyclical sector, which he believes has further to fall

Seasonal analysis suggests March can be a volatile month, it also suggests March performance tends to reflect prior months’ performance.

The secret to constructing portfolios with a strong stomach is to be "brutally self-aware", says Yarra Capital Management's Dion Hershan.

The winners of the AI revolution

Breville Group (ASX:BRG) is a company owned in the Montgomery Small Companies Fund and one we have written about extensively. Back on April 14, I wrote about Breville,...

Ron Sargeant of Touchstone Asset Management is waiting for earnings to ebb tide - and until then, he thinks the consensus has got it wrong.

Whether talking markets or his own fund performance, it's honest assessments like this that have made Forager's Steve Johnson so compelling.

How do you value Australia's only pure-play whisky distiller? As Roger Montgomery finds out, it's anything but neat.

As part of Montgomery’s transition with Australian Eagle Asset Management, one of the new companies in The Montgomery Fund and The Montgomery Fund is Treasury Wine...