ASX:RFG

RETAIL FOOD GROUP LIMITED

Buy Hold Sell
Buy Hold Sell

Even in a rising market, there are always a handful of stocks that no investor wants to touch. Whether it’s Royal Commissions, earnings downgrades, debt problems, or operational issues, a cursory glance at the ASX200 usually reveals one or more names down 50% in a year. Common wisdom tells us... Show More

Andrew Mitchell

The recent whipsaw of capital back towards higher growth / higher valuation businesses has been most evident across the more growth-heavy small and mid-cap equities space, particularly following significant contributions from companies within the emerging technology and IT sectors. Show More

Hugh Dive

Over the past twelve months small companies (as measured by the ASX’s Small Ordinaries) have returned 22%, outperforming large caps (ASX Top 100) by almost 10%. This has led to numerous articles in the financial press claiming that small is beautiful and that investors should look beyond large Australian companies... Show More

NAOS Asset Management

“The price of beeswax was around about $4.50 to $5/kg and now you're looking at $20/kg, but it's very difficult to get hold of it… Every time you ring up and say 'look, I need some more beeswax' they'll say 'look, have you got any we can process and send... Show More

Guy Carson

To potentially misquote Robert F. Kennedy, “Like it or not, we live in interesting times.” That certainly has been true in financial markets in recent months as volatility has returned. Fraudulent or misleading activity (or the discovery thereof) appears to be on the rise as well. Both domestically and internationally... Show More

Buy Hold Sell
Buy Hold Sell

We all love a good hotdog, but less so when the meat is on the turn. So in this special episode, our expert panelists give two former fast-food favourites the ‘sniff test’. Join us as Roger Montgomery from Montgomery Investment Management and Karl Siegling from Cadence Capital talk with Sam... Show More

James Gerrish

Another day that saw the best of things early on with the market trading up in the morning session before some tepid – subdued profit taking unfolded later on. Some good economic data out today with November Building Approvals shooting the lights out printing +11.7% v forecasts of -1.3% while... Show More

NAOS Asset Management

“This acquisition Fox & Disney reflects a changing media landscape, increasingly defined by transformative technology and evolving consumer expectations. As we've repeatedly discussed in earnings calls and in other forums, today's empowered consumers want more, more compelling, high-quality entertainment, more access to content, more choice, and more convenience” Robert Iger,... Show More

James Gerrish

Weak leads from overseas markets this morning saw our market open softer however as is often the case in the second part of December, the buyers stepped up and pushed the market into the black, with a close near the highs. As we wrote this morning, historically buying any early... Show More

James Gerrish

A bullish open to trade this morning with the market responding well to developments in the US after the Republicans released their final version of their tax text on Friday which now looks like it has become a certainty rather than a strong possibility - a deal should be done... Show More

James Gerrish

A positive start to the new trading week although gains were only small relative to the leads from overseas markets on Friday – perhaps traders were focussed on Bitcoin Futures which started trading today and had another massive intra-day range with a low around $15000 and a high of $18,500... Show More

Richard Coppleson

Of the profit warnings this year, 81% of them have been "downgrades". I have found some really interesting observations that I’ll mention through this note that are worth being aware of, before then discussing the main 15 "Positive" Profit Warnings in 2017. Show More

Buy Hold Sell

Freddie Mercury once said “Tomorrow gets me higher, higher, higher...” but since October it’s been lower, lower, lower for small caps. After a sustained period of outperformance, the Small Ords have now underperformed the ASX 50 by 9.67% since the beginning of October. Of the five stocks discussed in this... Show More