Oscar Oberg

Investors’ desire for growth outside of the suffering Australian economy was a major theme to emerge in the February 2019 Reporting Season, particularly in the small-to-mid-cap segment of the market. Show More

James Gerrish

Volatility at the stock level was alive and well today with some big swings in companies that reported results….Breville (ASX:BRG) a cracking set of numbers and the stock reacted accordingly while the woes at AMP continue. Nothing to like about the stock here and a classic example of the old... Show More

Andrew Mitchell

It’s difficult to remember a time when such a wide variety of Australian-based businesses were enjoying considerable success across the United Kingdom, particularly given it has long developed a fierce reputation as an investment graveyard for a variety of ASX-listed companies. Show More

Buy Hold Sell
Buy Hold Sell

High growth, high returning midcap stocks have been the sweet spot on the ASX. These are companies with good track records, growing businesses, quality management and in many cases, they're household names. In a market that's been picked over the opportunities can be tough to uncover, so we've asked two... Show More

Mathan Somasundaram

Local market had a slide after flip flopping early in the day. Commodities bounce helped the miners after US Fed, ECB and BOE moved dovish. UK recovery in wages growth and historically low unemployment helps support the economy despite the high inflation and low currency. Show More

Buy Hold Sell

The Aussie dollar has lost over 5% since the US election, while the US Dollar has put in one of its longest winning streaks on record on the prospect of higher inflation and wider deficits. So in this week’s Buy Hold Sell we turn the topic to US Dollar earners,... Show More

Romano Sala Tenna

The most effective way to generate new stock ideas is to be relentless. Relentless in talking with advisers and other investors, relentless in what you read, relentless in meeting with management, and relentless in developing sources for new ideas such as forums, conferences, newsletters, economic commentary, trade publications and quant... Show More

A quiet day so far, with shareholders strongly supporting resolutions at AGMs for Computershare (Change of chair from end of the AGM but Chris Morris to stay on the Board), Flight Centre Travel Group, Navitas. Details in the Daily AGM Note updated through the day Show More

Buy Hold Sell

With the current dividend yield convergence happening in the Australian market the hunt for industrial yield, especially outside the banking and mining sector, has increased in importance to investors. In this episode we look at three consumer discretionary stocks with high dividend yields and examine if they also have growth... Show More

Nicholas Forsyth

Last night, US stocks had their largest fall in three weeks as strong economic data increased belief that the Fed will commence raising rates in 2015. I remain convinced that the US stock market will fall ~15% in 2015, note last night’s pullback does not represent a “blip” on the... Show More