By Tom Sartor
30 September 2019, 1:40 PM
Australian shares are again testing record highs, but traditional valuation metrics look stretched versus tepid profit growth. We see the most compelling opportunities among healthcare, telco and consumer discretionary stocks.
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By Michael Knox
30 September 2019, 9:00 AM
The major effects of the trade war seem not to be on trade but on the currency and bond markets.
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By Belinda Moore
27 September 2019, 6:12 PM
Treasury Wine Estates Investor Day showcased the quality of its management team, its world class viticultural assets and brand portfolio and its sustainable growth strategy.
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27 September 2019, 4:27 PM
S&P 500, S&P/ASX 200, AMP Ltd, Oil Search, NEXTDC, QBE Insurance Group, Collins Foods, Nearmap
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26 September 2019, 3:06 PM
S&P 500, S&P/ASX 200, AMP Ltd, Oil Search
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By Belinda Moore
24 September 2019, 12:25 PM
Thomas Cook, a customer of WEB's WebBeds B2B business, has entered into Compulsory Liquidation.
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By Nick Harris
20 September 2019, 5:33 PM
OptiComm is a unique and attractive business. We see a long growth pathway for the company; defendable and growing long term recurring earnings; and significant insider ownership as the key attractions.
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20 September 2019, 2:26 PM
Woodside Petroleum, Comet Ridge, Carnarvon Petroleum, Otto Energy, Senex Energy, Fortescue Metals Group, Treasury Wine Estates, Origin Energy, Adelaide Brighton, Paladin Energy.
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19 September 2019, 12:16 PM
The A2 Milk Company, Orica, Blackmores, Bank of Queensland, Bendigo and Adelaide Bank.
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By Michael Knox
18 September 2019, 2:55 PM
I discuss the likelihood of US intervention considering the latest attacks on Saudi oil refineries.
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