James Gerrish

Not a lot across the ticker today although the local market continued to outperform both the US and other regional markets – the sugar hit of lower rates still working through local stocks by the look of it, although at a less aggressive pace than we saw yesterday. Overseas markets... Show More

James Gerrish

The market stumbled into the close today, despite some reasonable overseas news flow and market leads. The ASX200 opened around flat on the day, before climbing its way to a solid 28point / 0.5% gain at its 1PM peak before some nervy investors took some money off the table throughout... Show More

Robert Miller

A year ago we wrote an article about ‘5 CEOs Who Tick All the Boxes’ based on the ASX listed CEOs who we thought showed similarities to Tom Murphy. For those unfamiliar, Tom Murphy was the once in a lifetime CEO of US media conglomerate Capital Cities who started out... Show More

NAOS Asset Management

“There have been significant delays experienced by customers receiving confirmation of bank approvals, as a consequence of the recent Banking Royal Commission, resulting in commencement of construction being delayed” Tamawood Market Announcement Show More

Ben Griffiths

Among the enduring memories of my time as an analyst at Mercantile Mutual Investment Management in the early 1990’s was the importance the equities team placed on active positioning in small company stocks. The firm built an enviable reputation in the space and were richly rewarded through strong fund performance... Show More

Mathan Somasundaram

Local market bounced on positive global sentiment before running into profit taking ahead of the long weekend in the US. The global market sentiment improved with solid economic data from China, US and Canada while Japan data supports accommodative BOJ stance for the medium term. The non-farm payroll data will... Show More

Mathan Somasundaram

Local market bounced back from yesterday’s underperformance on the back of strong commodities and AUDUSD. Banks were up on currency/yield trade while Resources were up on commodity bounce. Aussie CPI data tomorrow…high AUDUSD means outlook is for weaker inflation…unlikely to back any RBA rate hike scare story in 2017. The... Show More

Buy Hold Sell

Food stocks may not always take you to investing’s promised land, but a2 Milk and Capilano have certainly delivered some milk and honey for investors in recent years. This week, our panellists pass verdict on both stocks, as well as veteran agribusiness, Elders, before then bringing two food stocks of... Show More