Podcast: Paul Wilson, co-founder Bailador Technology Investments By Chris Titley 12 September 2019, 12:25 PM Paul is the Co-Founder and Managing Partner of Bailador Technology Investments [ASX:BTI], a listed venture capital fund targeting expansion-stage investments. Paul discusses Bailador's investment portfolio and outlines what his team looks for when investing in emerging technology companies. Read more...
Consumer Discretionary: Post FY19 reporting season stock take By Josephine (Jo) Little 10 September 2019, 5:11 PM On balance, retail results were better than expected while outlook commentary/tone was also more upbeat. Our key picks include: APE, BBN, BLX, LOV and NBL. Read more...
Seven high conviction stocks to buy in September 2019 By Andrew Tang 06 September 2019, 2:47 PM We add Woodside and Cleanaway this month and remove Australian Finance Group. Read more...
Technical Analysis: 6 September 2019 By Violeta Todorova 06 September 2019, 2:24 PM Cochlear, OZ Minerals, Beacon Lighting, Reece, NEXTDC Read more...
Technical Analysis: 5 September 2019 By Violeta Todorova 05 September 2019, 10:40 AM Bapcor, Freedom Foods Group, The Star Entertainment Group, Medibank, Smartgroup Read more...
Telstra Corporation: NBN delays strike again By Nick Harris 03 September 2019, 12:48 PM The NBN's updated corporate plan now forecasts LESS households being forcibly disconnected from the Telstra Corporation and placed onto the NBN. This change alone has led to TLS and us to downgrade. Read more...
Reporting Season Review By Andrew Tang 03 September 2019, 9:30 AM Our standout opportunities include Cleanaway, Sonic Healthcare, Treasury Wine Estates and Woodside. Read more...
Technical Analysis: 30 August 2019 By Violeta Todorova 02 September 2019, 10:35 AM People Infrastructure, Ramsay Health Care, Viva Energy, Atlas Arteria and Cleanaway Waste Management Read more...
Reporting Season Road Map: 29 August 2019 By Andrew Tang 29 August 2019, 1:30 PM Two stocks we're happy to buy today: Macquarie Group and Oz Minerals. Read more...
Podcast: The new Trump/China tarrifs By Michael Knox 28 August 2019, 2:30 PM We look at how further Trump tariffs affect the US and Chinese economies. We also look at US and Australian equities. Read more...