Podcast: Healthcare sector update By Scott Power 12 May 2020, 12:45 PM I outline our preferred healthcare exposures, discuss Cochlear’s recent trading update and flag telehealth as a structural shift occurring in the industry. Read more...
Stocks to sell in May 2020 By Tom Sartor 11 May 2020, 11:30 AM Areas to trim some profits, upgrade quality and reduce risk Read more...
Company update: JB Hi-Fi By Josephine (Jo) Little 11 May 2020, 10:00 AM Analysis on JB Hi-Fi following the release of their 3Q trading update Read more...
Best stocks to buy in May 2020 By Andrew Tang 07 May 2020, 9:45 AM This month we add Computershare and Flight Centre and remove A2 Milk. Read more...
The S&P 500: A cautionary tale By Michael Knox 07 May 2020, 8:50 AM Much weaker second quarter earnings will be a shock when announced in the third quarter. Read more...
Technical Analysis: 30 April 2020 By Violeta Todorova 30 April 2020, 11:31 PM Flight Centre, Corporate Travel Management, Redbubble, Coles Group and Orocobre. Read more...
Fresh income ideas for a low yield world By Andrew Tang 30 April 2020, 12:40 PM We identify 15 stocks that provide income safety for a prolonged period of low interest rates. Read more...
Podcast: When oil hits bottom By Michael Knox 29 April 2020, 2:55 PM A recovery in the Chinese and US economies will generate an increase in oil demand and begin a recovery in the oil price. Read more...
Metals & Mining: Dividend resilience preserves value By Adrian Prendergast 29 April 2020, 2:20 PM We review the diversified miners against a difficult 2020 global economic backdrop. We compare our Australian diversified mining coverage (BHP, RIO, S32 and for comparative purposes FMG) to global miners Anglo American, Glencore and Vale. Read more...
10 tax planning tips for 2020 By Terri Bradford 28 April 2020, 8:45 AM Will you be ready? Don't let COVID-19 distract you from the things you would normally focus on at this time of year. It's time to get back on track. In this piece, I provide my top tips to best prepare for this year’s tax season. Read more...