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

Revisiting the investment case for Wesfarmers

Wesfarmers Ltd (ASX: WES) has long been admired for its track record of exceptional shareholder returns. If you invested $10,000 in 1984, it would be now worth $7.1 million compared to just $492,000 if invested in the index. But with the Wesfarmers share price down 27% from its high, now is a good time to…

Lachlan Buur-Jensen | 20th Apr 2022 | More
Battered growth stocks and fund managers paying sky-high dividends

The recent earnings season triggered a market rotation out of high-flying growth stocks such as Zip Co (ASX:Z1P) and Kogan (ASX:KGN), back into cyclical energy/commodity stocks such as Woodside Petroleum (ASX:WPL) and Iluka (ASX:ILU). Many of these Covid-winners, stocks that did exceptionally well during Covid, had an extremely poor time adjusting back to pre-Covid levels…

Ishan Dan | 13th Apr 2022 | More
  • Wealthy investors not driving property prices

    Surging home property prices, that have moved property to unaffordable levels partly due to decades of falling interest rates, are often blamed on the wealthy property investors who drive prices higher. But this myth has now been busted. According to BMT Tax Depreciation, Australia’s leading supplier of tax depreciation schedules, investors are not the driving…

    Ishan Dan | 13th Apr 2022 | More
    Three stocks for beginners in 2022

    2022 could be a good time to start investing in ASX shares for beginners. There has been a lot of declines on the ASX share market, so there’s plenty of opportunities. Over the long-term, I think that ASX shares can produce good results. But shares can see some major volatility in the short-term. I see…

    Contributor | 13th Apr 2022 | More
  • Market is ‘too negative’ on China: Platinum

    Value managers are seeing somewhat of a renaissance in 2022; at the very least, those which have been overweight underperforming materials, financials and traditional cyclical companies have done exceptionally well. Platinum Asset Management (ASX:PTM) remains one of Australia’s most well-known value managers, but the last decade has not been easy for the firm. In fact,…

    Drew Meredith | 13th Apr 2022 | More
    One man’s trash is another man’s treasure

    New kid on the block Endeavour Group (ASX: EDV) has flown under the radar since its listing in June last year. Spun off from under the Woolworths Group Ltd (ASX: WOW) umbrella, Endeavour houses liquor retailers Dan Murphy’s and BWS in addition to the pub and hotel operations of ALH Group. Other notable businesses include popular delivery…

    Lachlan Buur-Jensen | 13th Apr 2022 | More
    Five ASX companies set to capitalise on ‘disorder’

    Boutique Melbourne-based manager Datt Capital says Australian companies can steal global market share during the Ukrainian crisis, largely because Russia’s endowment of natural resource riches is very similar to Australia. Emanuel Datt, chief investment officer, says, “The Russian output of key commodities as a portion of global production is significant. The production figures include steel…

    Ishan Dan | 8th Apr 2022 | More
    Dogs of the ASX for 2022

    Will yesterday’s losers become tomorrow’s winners? While the year to date has been a volatile year filled with investor concerns, most of the companies in the S&P/ASX 200 managed to shake off the Covid-19 blues, rising inflation worries and tightening monetary policy concerns. However as always, there is a list of share market darlings that…

    Ishan Dan | 8th Apr 2022 | More
    How JB HiFi beat Amazon at their own game

    Predictions in 2020 were for the Australian arm of US juggernaut, Amazon, to have dominated local retail sales in just a few years. In 2020 alone, analysts predict that Amazon’s gross merchandise value – or the total value of products sold – grew three times faster than that of JB Hi-Fi. But this all changed…

    Ishan Dan | 6th Apr 2022 | More
  • Why Redbubble’s pain may not be over

    You’re going to hear from Redbubble (ASX: RBL) bulls that the recent share price pullback has created an investment opportunity of a lifetime, and the operating leverage as they scale will drive up margins.  Well, today I’m going to debate with Lachlan’s bull thesis as to why I think that’s a furphy.  If you liked Redbubble at $6.70, you’re…

    Lachlan Buur-Jensen | 6th Apr 2022 | More
    Polen Capital’s new form of ‘value investing’

    Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manage $80 billion in assets and provide investment strategies to wholesale & institutional clients around the globe. The Inside Investor recently met with Simon Gregory…

    Ishan Dan | 6th Apr 2022 | More
    Three tech stocks to hold if the market shut

    ASX tech shares have been taken to the cleaners in 2022. The local technology index is down 20% for the year, falling as much as 27% in March. Despite the dip, here are 3 ASX tech shares I’d be willing to pick up and hold for the next ten years. 1. Xero Limited (ASX: XRO) Xero…

    Lachlan Buur-Jensen | 6th Apr 2022 | More
    1 8 9 10 11 12 20