This Month
Why CSL is the cheapest stock this fundie owns
Brad Clibborn at BAEP says Fisher & Paykel Healthcare surprised the most in reporting season, and outlines why he is bullish about the ASX’s plasma giant.
- Joanne Tran
September
Here’s one bank stock to own even with rate cuts coming
Ex-Magellan stock picker Vihari Ross names a US lender with the most near-term upside, says Amazon is still good value, and Hyundai is ripe for a re-rating.
- Joanne Tran
Here are some small caps that are ripe for a rally
LSN Capital’s Nick Sladen has made some good stock pics over the last few years including Zip, which has soared 300 per cent in 2024.
- Sarah Jones
Here’s a stock that’s doubled in value and has further to run
Tura Capital’s Oliver Attwater says there are huge returns to be made in global small and mid-cap stocks – if you know where to look. Like in appliances and commercial kitchens.
- Sarah Jones
This chip maker is still cheap despite rallying nearly 60pc this year
Pella Funds Management’s Jordan Cvetanovski says the market is too conservative on Taiwan Semiconductor, the leading producer of advanced chips for Apple and Nvidia.
- Joanne Tran
August
Why this beaten up beauty stock could pay off handsomely
Ex-Magellan stock-picker Kris Webster explains why he’s betting on a rebound in the US beauty industry and a stock that has slumped more than 30 per cent since March.
- Joanne Tran
Pengana tips this tiddler to grow into a ‘multibillion-dollar’ stock
Portfolio manager Jeremy Bendeich explains why he’s betting big on titanium, and explains the potential behind Brazilian Rare Earths.
- Updated
- Joanne Tran
Two hot stock picks flying under the radar of most investors
Firetrail’s small-cap manager Matthew Fist explains why one business is set to triple in size, and reveals another with a “mouth-watering” dividend yield.
- Joanne Tran
Here’s how this climate fund smashed the market
Munro Partners portfolio manager James Tsinidis talks about the power crunch in the US, how Nvidia can double its earnings and names a small cap that he thinks is too cheap.
- Joanne Tran
This is the world’s cheapest monopoly, according to Morgan Stanley
Portfolio manager Bruno Paulson explains why he bought shares in Chicago Mercantile Exchange and says the market is right to question returns on generative AI.
- Joanne Tran
July
Here are two ASX small caps that could be set for a re-rating
Naos’ Sebastian Evans likes to take big stakes in smaller companies. He’s now betting on disruption to strata management and a solution to the housing shortage.
- Joanne Tran
SG Hiscock offloads retailers and buys these small caps instead
Small caps manager Shawn Lee explains why he’s bearish on the consumer discretionary sector and names a Kiwi-based retirement living operator as a stock he thinks is cheap.
- Joanne Tran
How Airlie’s Granger got his small-cap fund off to a cracking start
Portfolio manager Will Granger has more than doubled the benchmark with his new Small Companies Fund. He is now backing this little-known retailer stock.
- Sarah Jones
Why Forager exited Meta after the stock surged 194pc
Portfolio manager Harvey Migotti oversaw a 21 per cent 2023-24 return. He reveals how the big returns from Meta were redeployed into quality compounders of the future.
- Joanne Tran
June
Why Tyndall has gone all in on Zip Co’s turnaround story
James Nguyen says the market is mispricing the buy now pay later provider and reveals why a $15 billion settlement could be the catalyst for another small cap stock.
- Joanne Tran
Wilson’s Oberg is tipping 50pc upside in this small-cap stock
Wilson Assets Management’s Oscar Oberg is bullish on Iress even as its share price has tanked. He also like G8 Education and reveals why he is looking to buy up retail stocks again.
- Updated
- Joanne Tran
Sam Berridge’s resources fund is pumping out 30pc returns. Here’s how
The portfolio manager of Perennial’s Natural Resources Trust reveals his fund’s “big winners” and explains why he is betting big on domestic gas.
- Alex Gluyas
A biotech boom for the ASX? This fundie thinks so
SG Hiscock’s Rory Hunter thinks CSL could “absolutely” hit $500, says biotechs are ripe for M&A, and reveals a hidden gem flying under the market’s radar.
- Alex Gluyas
May
The stocks fuelling Victor Smorgon’s 40pc returns
The Melbourne firm’s global fund has shot out of the blocks again this year thanks to record gold and copper prices. It’s also very bullish on one newly listed mining stock.
- Alex Gluyas
Ausbil is using this underrated stock to play the AI boom
Nicholas Condoleon talks AI, explains why he is avoiding Westpac and BHP, and reveals his stock picks to capitalise on the run in gold and copper prices.
- Alex Gluyas