This Month
- Opinion
- Chanticleer
The only election outcome that matters (and 10 ASX stocks to watch)
This presidential race is simply too close to call. And that might be the big problem for sharemarkets that are all-in on the rally continuing.
- James Thomson
Antipodes’ Ross says short-term wealth hinges on US election
The portfolio manager says defensive stocks pose a bigger risk than the magnificent seven for investors that are overexposed to the American sharemarket.
- Jonathan Shapiro
October
These stock pickers are beating the investment behemoths
Boutique funds have come out on top for returns in the third quarter, posting gains up to 40 per cent as rate relief and China stimulus sent stocks soaring.
- Joshua Peach
The ASX retailer on its way to becoming a category killer
ICE Investors’ Roger Walling says online furniture and homewares merchant Temple & Webster is the stock to watch in the hobbled discretionary sector.
- Joanne Tran
Here’s where analysts see value in an expensive market
With the ASX 200 trading near record levels but offering little profit growth, investors are finding it harder to nab opportunities. Here’s where to look.
- Alex Gluyas
Chris Kourtis is on a winning streak. Here’s his next ASX pick
The renowned value investor is preparing his stock selection for the Sohn Hearts & Minds Conference. It’s not Star Entertainment.
- Joshua Peach
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