Is Investing Based on Fundamentals Making a Return?
We may now be seeing a sustained return to favour for many good quality companies previously shunned amid the momentum-driven mania of recent years.
Read MoreWe may now be seeing a sustained return to favour for many good quality companies previously shunned amid the momentum-driven mania of recent years.
Read MoreFurther downgrades from the once high-flying A2Milk and fertiliser maker Incitec Pivot on Monday – not the first for either company, both of which are turning into serial offenders.
Read MoreA modest tick from the market for The Star Entertainment Group’s punt to buy casino rival Crown Resorts but the wheel is nowhere near finished spinning yet.
Read MoreREA Group holds one of the most privileged positions in real-estate of any company in the world. Within its home market of Australia, ~65% of the adult population visit the website every month, a number that keeps growing!
Read MoreWoolworths got a thumbs up from investors yesterday for the long-mooted spinoff of its grog business Endeavour Drinks, with shares rising 2.7% to close at $40.50.
Read MoreResource stocks surged on the ASX in Monday trading with some of the majors and the broader market reaching new highs thanks to record iron ore and copper prices.
Read MoreThe monthly business survey from the National Australia Bank has revealed business conditions and confidence hit new record levels on the eve of the 2021-22 federal budget.
Read MoreThe ASX 200 index is now only 25pts away from hitting its all-time record highs after it managed to eclipse its previous closing record high today. Miners led what was a strong session for local shares.
Read MoreIn his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreThe ASX 200 is closing in on its all-time highs of last February on a mining led rally to start the week. Record high iron ore prices is pushing major miners while Star Entertainment & Crown Resorts are jumping on a proposed merger.
Read MoreCorporate Connect analyst Lawrence Grech provides an update on the market in lithium and other battery materials, as well as what’s being done to address the current microchip shortage.
Read MoreASX200 up 56 points (0.8%) to 7137. Incitec Pivot (-8.2%); said there have been further disruptions at its Waggaman ammonia plant in the US that will likely cost it up to $33m in net profit.
Read MoreWoolworths has released details of the spin-off of its grog business, Endeavour Drinks and shareholders could be in for multi-billion-dollar reward.
Read MoreLots of action in Crown Resorts on Monday with a higher offer price, a merger proposal, a new CEO and two state royal commissions kicking off their hearings into the company’s affairs.
Read MoreThe Dow Jones index rose by 229 points or 0.7% and the S&P 500 index also added 0.7% – both closing at record highs. And the Nasdaq index lifted 119 points or 0.9%.
Read MoreWas last week a one-off reshuffle of investor sentiment towards financials or has there been a deeper transition in the market with the big banks firmly back in favour at the expense of fintechs?
Read MoreIt’s going to be hard for financial markets to get worried about this week’s US CPI report after the much forecast one million new jobs failed to be created in the US economy in April.
Read MoreThe 2021-22 Federal Budget surfaces tomorrow night and from all accounts it is going to look a lot like the delayed 2020-21 document – lots of spending and few signs of austerity.
Read MoreCopper and iron ore hit new all-time highs on Friday as demand for both commodities continued to surge, especially from China, with other commodities being dragged along for the ride.
Read MoreWeak headline figures in the face of continued strength in underlying trends are making the Chinese economy tough to get a good read on at the moment.
Read MoreAfter Eurozone shares rose 0.8% on Friday and Wall Street saw the S&P 500 end 0.7% higher, ASX 200 futures fell 4 points, or 0.1%, for a soft start to trade later this morning.
Read MoreThe three major bank results – and that from CBA in February – showed cash profits jumped 62% in the March half year to $13.8 billion. So why did they get sold off this week?
Read MoreIn his weekly Insights column, Dr Shane Oliver from AMP Capital considers the re-emergence of geopolitical risk and what to look for over the rest of the year.
Read MoreWe understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it all is in one handy location. You’re welcome.
Read MoreJon Hubbard of MFS Investment Management breaks down the five primary signs of current market exuberance that his firm feels investors should consider.
Read MoreTim Boreham has a look at Australian oil and gas developer Calima Energy (ASX: CE1) after its acquisition of Canadian producer Blackspur Oil and recent capital raising.
Read MoreThe Australian sharemarket rose for a fourth time in five days, with the ASX 200 approaching 14 ½ month highs in the process. While tech stocks were by far the hardest hit this week, gold stocks were the strongest performers.
Read MoreAfter a winter of lockdowns and pandemic blues, summer is underway in the northern hemisphere and this brightens the outlook for City Chic.
Read MoreAmcor provided a robust update for the nine months to March yet detail is lacking on just how cost pressures will pan out.
Read MoreThe New York Times’ subscription growth slowed to its lowest rate in over a year in the three months to March as the news cycle cooled with the accession of Joe Biden to the Presidency.
Read MoreMacquarie Group has lifted final dividend by a massive 86% to $3.55 a share after riding the recovery in equities, bonds and commodities markets to a 10% rise in earnings for the year.
Read MoreASX200 up 23 points (0.3%) to 7084. News Corp (+2.4%); reported 3% revenue growth for the Q, driven by positive FX fluctuations plus solid growth at the company’s digital real estate, book publishing and Dow Jones units.
Read MoreFollowing positive results from JB Hi-Fi and Super Retail group, Scenter – the country’s biggest shopping mall owner with 42 – has issued an upbeat quarterly update.
Read MoreIron ore prices hit new record highs on Thursday as prices for 62% Fe fines delivered to northern China topped $US200 a tonne for the first time.
Read MorePayPal shares lifted 1.9% after the company posted better-than-expected earnings. Costco shares jumped 2.8% after the retailer said that its April sales surged 33.5%.
Read MoreA win and a loss for Qantas yesterday but the new Covid cases in Sydney provided the spark that sent the shares to the lowest they have been for nearly three months.
Read MoreA cautious reaction to a solid trading update from the country’s biggest electronics and whitegoods retailer JB Hi-Fi, which says it continues to see strong demand from customers.
Read MoreLike the way they greeted the solid result from ANZ, investors gave NAB shares a good whack yesterday despite a higher interim profit and dividend.
Read MoreTwo high flying tech stocks returned to earth with a thud on Thursday with Appen and Nearmap both seeing 20% plus slumps in their share prices; one a bit of a mystery, the other for good reason.
Read MoreThe holy grail of investing should not be to buy an OK company at a great price but to buy a great one at an OK price. Tom Stevenson from Fidelity shares some thoughts on how to do so.
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