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
Industry veteran builds ‘better’ model to pick ASX winners
Former Credit Suisse alumni John Birkhold has spent years developing a model that undoes traditional ways of investing – he’s now about to turn it on the ASX.
- Joshua Peach
ASX small caps to surge once Fed starts cutting rates
Bell Potter has revealed a list of “cheap” stocks that it believes will benefit from the world’s most important central bank finally lowering borrowing costs.
- Alex Gluyas
Three ASX stocks to buy today (and three more to avoid)
Australian fund managers have provided their take on the good, the bad and the ugly on the sharemarket after reporting season.
- Joshua Peach and Jonathan Shapiro
August
Brokers reveal ‘bargain’ stock picks after ASX meltdown
Analysts are hunting among the rubble of this week’s sharemarket crash, which they say has created an opportunity to snap up some growth and cyclical stocks at bargain prices.
- Alex Gluyas
July
Perennial prepares to unleash war chest on small caps
After a bruising few years for the money manager’s smaller companies fund, Andrew Smith is readying his team for the next big buy: the August reporting season.
- Sarah Jones
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
- Opinion
- Chanticleer
This is what could spark the next market correction
Scepticism about how AI investment will translate into earnings is starting to build. That’s a worry given how heavily the market is invested in tech.
- Updated
- James Thomson
The Aussie funds that beat bitcoin and big tech
It was often savvy bets at the smaller end of the market that shot the top-performing fund managers to the top of the leader table in the last financial year.
- Updated
- Joshua Peach
Three little-known stocks driving this veteran’s mega returns
Pengana’s James McDonald discusses his blockbuster year and the ASX-listed stocks he is backing into the new financial year.
- Joshua Peach
June
Ex-Magellan stock pickers partner with Bennelong to launch new fund
Kris Webster and Michael Poulsen each spent more than a decade at the investment firm before finally setting up their own shop last year.
- Joshua Peach
- Opinion
- Big four
What these veteran analysts focus on when valuing companies
“Don’t fill my head up with irrelevant nonsense,” says David Errington who, like Brian Johnson and Charlie Green, is focused strictly on the big picture: cost of capital.
- James Eyers
January
Short nothing and long lithium: the hedge fund breaking all the rules
Auscap’s Tim Carleton and Will Mumford’s long-only bets generated strong returns for their fund last year. They are also not worried about the Pilbara Minerals short sellers.
- Joshua Peach
The lone Aussie riding US credit monopoly sensation FICO
US credit growth has hit the brakes as higher interest rates bite, but the American credit rating agency’s share price has jumped 87 per cent this year.
- Matthew Cranston
December 2023
Why it’s time to rediscover unloved assets
Debt markets, overlooked healthcare stocks and small caps are among the opportunities professional investors are betting on for the year ahead.
- Joanna Mather
November 2023
- Analysis
- Smart Investor
Four stocks to rival the Magnificent Seven for abnormal returns
Palo Alto’s Nasdaq-listed stock is up 361 per cent in five years, and it boasts a $128 billion valuation, not far off the size of Commonwealth Bank.
- Tom Richardson
September 2023
- Opinion
- Chanticleer
Top fund managers share 11 stock picks for the long term
After a dramatic earnings season, fund managers are looking for long-term growth in a tricky environment. Here are some of their top picks.
- James Thomson
August 2023
- Opinion
- Opinion
A cheat sheet for investors this earnings season
Fund managers will be scrutinising profit results for signs that companies are struggling with inflation and a higher Australian dollar.
- Mark Draper
Ord Minnett eyes bigger slice of small-cap equities, hires analysts
The broker wants to increase coverage to 150 public companies from 90 in 18 months, aiming to be the top small- and mid-cap broker within three years.
- Aaron Weinman