Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • Ishan Dan

  • James Dunn

  • Lachlan Maddock

  • Owen Raszkiewicz

  • All Categories

  • All Categories

  • Broker picks

  • Product launches

  • Top performers

  • Worst performers

Reporting season winners and losers

And that’s a wrap. Reporting season is over. And to describe it in one word, the February 2021 reporting season was ‘pleasant.’ There weren’t too many surprises on the downside, winners exceeded losers, and the themes were as expected. However, prices moved well in advance of results. This meant that despite a significant number of…

Ishan Dan | 3rd Mar 2021 | More
Hyperion scoops the pool… almost

Mark Arnold and Jason Orthman stood at the podium to collect three awards at last Friday (Feb 26) afternoon’s annual Morningstar funds awards, including the main prize, that of Fund Manager of the Year. But they didn’t quite scoop the pool. They were on stage four times but had to make way for T.Rowe Price…

Greg Bright | 28th Feb 2021 | More
  • Seek Ltd (ASX:SEK) under the spotlight

    The SEEK Limited (ASX: SEK) share price will be on watch this morning after the employment business announced it was selling down its stake of Zhaopin. Zhaopin is a Chinese employment business that SEEK owned a major stake in. What did SEEK announce about Zhaopin? SEEK plans to sell down its stake in the Chinese business from…

    Jaz Harrison | 24th Feb 2021 | More
    IPO market set to heat up in March

    Upcoming floats for February The IPO market is still running hot, with a handful of initial public offering (IPO) hopefuls hitting the boards this month – and some recording stellar price increases. Following-on from the strong IPO momentum from late last year, 2021 is shaping-up to be another cracking year, assuming volatility remains muted. From 1 December 2020…

    Ishan Dan | 24th Feb 2021 | More
  • What has Buffett been up to now?

    The most-quoted man in finance, Warren Buffett, recently released the quarterly update of portfolio holdings for the US$570 billion ($730 billion) Berkshire Hathaway conglomerate. There is little doubt that Berkshire (NYSE: BRK.A) was incredibly busy during the final quarter of 2020. Most interesting was the decision of management to request that the US Securities and…

    Drew Meredith | 19th Feb 2021 | More
    BNPL – Can Zip Co (ASX: Z1P) catch Afterpay (ASX: APT)?

    Afterpay this, Afterpay that… what started five years ago as a small payments platform quickly became one of Australia’s most valuable and iconic companies. Afterpay listed at $1.00 only a few years ago (April 2016), and on today’s numbers is worth a staggering $41.7 billion at $150 a share. That is an astronomical gain of…

    Ishan Dan | 19th Feb 2021 | More
    Biotech BARD1 cancer detection treatment gaining traction

    BARD1 Life Sciences (ASX: BD1) – Earlier in the week, the Inside Investor team published an article on BARD1 Life Sciences (click here) and its meteoric rise following a positive announcement on ovarian cancer detection. Shares have risen from 74.5c on the day of the announcement to $3.20 at the time of writing. That’s a…

    Ishan Dan | 17th Feb 2021 | More
    Hume gives SMSFs a big tick of approval

    Unlike their counterparts at the big end of town, the trustees of SMSFs were given a glowing endorsement by Senator Jane Hume, the assistant minister for superannuation, at the SMSF Association annual conference this week. Her conference speech on the first day of the two-day virtual event (February 16) probably would have drawn rapturous applause…

    Greg Bright | 17th Feb 2021 | More
    Dividends in focus at Telstra (ASX:TLS) and AMP (ASX:AMP)

    Telstra (ASX: TLS) – Shares closed the day +2.5 per cent on the back of a reasonable result and a series of amended growth targets. CEO Andy Penn delivered a result which was in line with guidance despite a fall in underlying earnings of 14.2 per cent to $3.3 billion. Similarly net profit fell 2.2…

    Ishan Dan | 14th Feb 2021 | More
  • Dusk – Market share gains powering candle retailer

    Dusk Group (DSK: ASX) is a specialist retailer operating solely within the Australian market. Dusk is best-known for its scented candles, however its range includes diffusers, essential oils and other fragrance-related homewares. Historically, niche homeware retail segments have been largely a cottage industry with a long tail of small boutique merchants fulfilling demand. Dusk is…

    Emanuel Datt | 10th Feb 2021 | More
    Is AGL Energy (ASX:AGL) still defensive?

    AGL Energy Limited (ASX: AGL) has just revealed a painful writedown; so is it a defensive ASX share idea? The AGL writedowns AGL announced today that it intends to recognise accounting charges of almost $2.7 billion after tax for its December 2020 result. The energy business explained that these charges reflect $1.92 billion in provisions for…

    Jaz Harrison | 5th Feb 2021 | More
    How Equinix is powering the cloud computing boom

    As we switch from 4G to 5G and smart devices begin to communicate with each other, data usage and consumption is expected to increase some 300%-1000% compared with 4G. And with extra data comes the urgent need to build data centre infrastructure to house, capture and analyse it. According to research house Gartner, Australian data…

    Ishan Dan | 29th Jan 2021 | More