In December last year, I wrote an article entitled “Nothing Terribly Wrong” talking about the market fears being overdone. At the time the ASX 200 was down 12% from the top. In hindsight, a marvellous thing, I wrote it ten days before the market bottomed. The markets have bounced. Let... Show More
I distinctly remember one investor telling me how lonely he felt undertaking the task of running his super. Alone with lots of information and no one to speak with or use as a sounding board. I’d never really thought about it until this man described the challenges of making important... Show More
After recent market volatility, Portfolio Manager Uday Cheruvu writes on some ways to get to the bottom of a tech company's true value. Show More
In the latest Morgans Startup Series, I chatted to Rod Bishop from Jayride. Jayride Group Limited (ASX Code:JAY) is an e-commerce marketplace for travellers to compare and book ground passenger transport. Show More
To the chagrin of UK motorists, Smart Parking was on to what Arthur Daly would dub a nice little earner: sign up a client such as a shopping centre, install technology such as automated number plate recognition and reap the rewards from issuing infringement notices. Show More
JD.com (JD) is often referred to as China’s Amazon. However, JD is online retail shopping with a difference. Firstly, buying behaviour and the online shopping experience in China is quite different to Australia and the United States. Online shoppers in Australia typically buy discretionary items such as books, shoes and... Show More
We have updated our key picks in the tech sector following last month’s reporting season and ahead of potential catalysts we can see. Our updated key picks are: Show More
At a tech conference recently, we heard from technologists and CEO’s of emerging ASX-listed companies on the edge of developing trends. Hearing them present on the changing landscape is fascinating but also has a way of making one feel uneasy with how new trends could affect investment markets. Two of... Show More
Silicon Valley law firm Fenwick and West recently analysed 37 investments in privately held companies valued at $1 billion+ during the 12 months to March 2015. They found that “the one thing common to every one of these funding deals… is that in every case (all 37 of them!) investors... Show More
The equity market divergences in the US are becoming major points of discussion among analysts, as everyone tries to figure out what it all means for stocks. Basically, we have the divergence between the S&P 500 (up over 2% for the year) and the Nasdaq-100 (down roughly a percent year-to-date).... Show More
Could Alibaba be the largest US IPO ever? The company said it plans to raise $1 billion in its IPO filing, but that number is more likely to end up around $20 billion when all is said an done. That would be even bigger than Facebook's $16 billion IPO. Also,... Show More
Tech stocks took another hit with both IBM and Google missing earnings. IBM's miss was due to weaker demand for hardware, particularly in emerging markets and China. Earnings came in a $2.29 per share, down 21% from a year earlier. The company also saw it's lowest quarterly revenues in five... Show More
There's some interesting action going on in US equities today. In a nutshell, the Nasdaq is getting pummeled relative to the other major indices. With about an hour left of trade, the Nasdaq is down 3% while the S&P 500 is off 1.75%. Investors are fleeing biotech and Internet stocks... Show More
Twitter (TWTR) - If you're looking for a stock to short then Twitter seems to be one that should be on trader's radar right now. Having reached $74.73 late last year, it has now lost 40% of its value. The trend lower is strong and the stock will need to... Show More
Ever wonder what the most widely held stocks are in typical US retirement funds? CNBC looked into widely held funds in 401(k) plans and other mutual funds - and produced interesting results. Three of the top holdings were major tech equities, Google, Microsoft, and Apple. MSFT makes a lot of... Show More
The US government deadlock is starting to take its toll on investor confidence. Today we're seeing investors roll out of riskier stocks and into safer investments. Technology is getting hit the hardest, with the sector down over 2%. The only positive sector today is utilities, up just under half a... Show More