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21761-21780 of 39248

June 20, 2018 12:24

Telstra – Trap or Treasure?

Back on the 22nd of May, I made a bet with one of the dealers on our floor. He thought Telstra would see a $1 handle before a $3 handle. I was on the other side, and...

TLS

James Gerrish

Market Partners

June 20, 2018 12:24

Investment Theme

June 20, 2018 10:41

Artificial intelligence: it's not the future, it's now

AI is on the verge of transforming the lives of millions of people in their workplace and at home. From driverless cars to machines that converse with humans, advances...

Paul Hennessy

Capital Group

June 20, 2018 10:41

June 20, 2018 07:30

The opportunity (and challenge) of online grocery for Coles and Woolworths

The online grocery sector is inherently more complex than other forms of online retail. It is evident that the online grocery sector has not exhibited the same level...

Marcus Bogdan

Blackmore Capital

June 20, 2018 07:30

June 20, 2018 06:45

Resources v Industrials – a Growth vs Value conundrum

The significant outperformance of Resources over Industrials since February 2016, is a major factor contributing to the recent underperformance of Value managers like...

Anton Tagliaferro

Fundamental Investment Management

June 20, 2018 06:45

June 19, 2018 17:33

What Mattered Today; Telstra higher ahead of investor day tomorrow

Australian stocks enjoyed a strong hour or so of outperformance this morning with the banks again offering support to the index, however the war of words between...

James Gerrish

Market Partners

June 19, 2018 17:33

June 19, 2018 14:30

Three potential areas of upside for New Hope

NHC

Vince Pezzullo

Perpetual Asset Management (Australia)

June 19, 2018 14:30

June 19, 2018 13:20

Avoiding the great 'Labor franking credit grab'

Daryl Wilson

Affluence Funds Management

June 19, 2018 13:20

Equities

June 19, 2018 12:20

One of the most attractive stocks in the microcap universe

They say the only safe way to double your money is to fold a bank note and put it back in your pocket. The next best thing may be to find high-quality microcap...

NBL

Livewire Exclusive

Livewire Markets

June 19, 2018 12:20

Education

June 19, 2018 11:58

New Howard Marks memo: Investing without people

It’s been nearly six months since Marks’ last memo. In the absence of any major shift in global markets, he has taken the opportunity to discuss a more ‘big picture’...

Patrick Poke

Livewire Markets

June 19, 2018 11:58

June 19, 2018 11:36

Why Do Some Investors Underperform Their Fund Manager?

NAOS Asset Management

June 19, 2018 11:36

June 19, 2018 10:17

More to come in Nine's re-rating - $3.10 per share? 24% upside? It's possible.

We were first alerted to a potential opportunity in NEC through a large industrial and commercial property owner and developer. Over lunch, our industry contact was...

NEC

Russell Muldoon

REQON Funds Management

June 19, 2018 10:17

June 19, 2018 07:00

Impacts of Labor’s proposed negative gearing and CGT reforms

We recently co-authored a detailed report with independent analysts RiskWise Property Research, following in-depth investigation, modelling and data analysis,...

Pete Wargent

AllenWargent Property Buyers

June 19, 2018 07:00

Education

June 19, 2018 06:15

Charlie Aitken: The best opportunity for investors today

10 years ago, the Apple iPhone was released. Through the power of technology and population, this pocket-sized supercomputer changed the world as we know it. “You...

Livewire Exclusive

Livewire Markets

June 19, 2018 06:15

Investment Theme

June 18, 2018 12:45

The clearest trends worth talking about

You can’t step twice into the same river. Stock markets are in a state of constant flux but there are currents that can persist over long periods. Think of the fund...

Jeremy Podger

Fidelity International

June 18, 2018 12:45

June 18, 2018 11:02

Oil prices to fall 25%

abrdn .

abrdn

June 18, 2018 11:02

June 18, 2018 09:23

Price to Earnings Growth (PEG) Ratio

CDM

Karl Siegling

Cadence Capital Limited

June 18, 2018 09:23

June 18, 2018 08:48

Business Insights Across the Market

NAOS Asset Management

June 18, 2018 08:48

June 18, 2018 07:30

Factory of the World to Silicon Valley of the East

China might seem like an unlikely candidate for innovation as it is traditionally better known for contract or original equipment manufacturing. However, with its...

Eng-Teck Tan

Nikko Asset Management

June 18, 2018 07:30

June 18, 2018 07:19

Buy Banks & Sell Resources - has this call got legs?

James Gerrish

Market Partners

June 18, 2018 07:19

June 18, 2018 07:07

5 key considerations for FY19

Hugh Dive

Atlas Funds Management

June 18, 2018 07:07

21761-21780 of 39248

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Telstra – Trap or Treasure?

Artificial intelligence: it's not the future, it's now

The opportunity (and challenge) of online grocery for Coles and Woolworths

Resources v Industrials – a Growth vs Value conundrum

What Mattered Today; Telstra higher ahead of investor day tomorrow

Three potential areas of upside for New Hope

Avoiding the great 'Labor franking credit grab'

One of the most attractive stocks in the microcap universe

New Howard Marks memo: Investing without people

Why Do Some Investors Underperform Their Fund Manager?

More to come in Nine's re-rating - $3.10 per share? 24% upside? It's possible.

Impacts of Labor’s proposed negative gearing and CGT reforms

Charlie Aitken: The best opportunity for investors today

The clearest trends worth talking about

Oil prices to fall 25%

Price to Earnings Growth (PEG) Ratio

Business Insights Across the Market

Factory of the World to Silicon Valley of the East

Buy Banks & Sell Resources - has this call got legs?

5 key considerations for FY19