ASX:COL

The ASX drifted marginally lower today, pulling back from recent highs but not aggressively so. Most Asian markets were higher while US futures were pretty flat during our time zone. Interesting to see the yield sensitive REITS pullback today which fits our commentary in the AM report today – the... Show More

What will the world look like in five years’ time? A difficult question to answer, but one that long-term equity investors must ask themselves every day. In 2014, Amazon remained outside the world’s top 10 companies, Telstra’s share price peaked at over $6.60 per share, and Afterpay was nothing more... Show More

As many millennials are now reaching the age at which they start to take over the grocery shopping responsibilities, it is not surprising to observe significant growth in demand for online shopping. On the one hand, this is nothing new: we have seen the ongoing shift to online shopping across... Show More

The ASX 200 clawed back +4 points today after dropping 69 yesterday although it was hardly inspiring considering US Futures were trading up +0.35% during our time zone while Asian markets overall recovered from yesterday’s declines – the Japanese Nikkei the best in the region up +2.50% after losing ~3%... Show More

The US market was weak overnight, the S&P 500 off by around -0.40% and that selling ticked into local stocks throughout our session today, more so in the morning before buyers stepped up into weakness and the market finished ~25 points up from the session lows, but still in the... Show More

The US and China are nearing agreement on a trade deal, but it could be bad news for Australia; Australian Super clashes with government over climate change issues; and Melbourne and Sydney auction volumes down by ~30%. Here's what's happening in markets. Show More

Interestingly this week we saw some new information coming out of China where they've stopped Australian imports of coal going into the Dalian port. We've known about the slowdown in processing of coal, particularly Australian coal in a number of other ports, so this new information was interesting and certainly... Show More

Another hugely interesting day and we’ve just had BHP across the ticker to round things out (I have done a quick recording below after the numbers dropped). Six large caps dropped more than 6%, a couple by more than 20% while on the flipside, five stocks in the top 200... Show More

The market was largely flat for the week. Domain (ASX:DHG) was one stock that actually featured with a very good result that was much better than what the market was expecting, particularly along the EBIT line. The stock had been quite well shorted in the weeks going into the result,... Show More

The market crept higher again today, continuing with the momentum gathered yesterday, albeit at a slower pace. The banks dragged however that was offset by some decent buying in some of the beaten down names (retailers etc.) while we also saw some good moves continuing in the tech space. Resources... Show More