Opinion

With Australian interest rates near zero, combined with a central bank that is in no rush to raise rates anytime soon, there really are very few alternatives to equities as a source of yield. Australian investors enjoy high payout ratios, which, allied to the dividend imputation system, creates an additional income stream that can be…

Suncorp (ASX:SUN) – The insurance heavyweight delivered a strong profit result, above expectations, helping its share price rise by 6.58% in early trade. Group cash earnings came in at $1.064 billion, up 42.1%, and NPAT was $1.033 billion, up 13.1%, and well above the expected $920.5 million. Suncorp said “the result demonstrates the program of…

This will be the first of a regular, weekly column in The Inside Investor that seeks to both educate and highlight the fast-evolving world of cryptocurrency and digital assets. A new movement taking the crypto world by storm is DeFi, or decentralised finance.  Unlike traditional banking platforms that allow customers to deposit and lend money,…

Global healthcare leader ResMed Inc. (NYSE: RMD) Resmed CDI (ASX: RMD) recorded a 14% increase in quarterly sales upon “incredible demand”. The company is “doing everything [it] can to increase manufacturing” however is hampered by supply chain bottlenecks. Originally founded in Australia, Resmed provides hardware and software solutions to treat sleep apnea, chronic obstructive pulmonary disease (COPD) and asthma….

Investors can expect good news for stocks in the most popular ASX companies in the reporting season this month. Consensus forecasts on corporate earnings are the highest for more than ten years. With about 170 of the S&P/ASX 200 companies reporting between now (early August) and early September, this season’s results, in the middle of…

The Value versus Growth competition isn’t a competition, according to Schroders. Value will always outperform because it exploits “the one thing that never really changes”: human beings. Markets have seen a period of very strong value performance since the announcement and rollout of effective Covid-19 vaccines – the so-called “Vaccine Monday,” in November 2020 –…

The emergence of Covid-19 and the toll it took on the global economy forced investors to pivot their portfolios in ways that they believed were likely to benefit from the pandemic. Roger Montgomery, chief investment officer of Montgomery Investment Management, recently published an article that discusses how his team will look to position portfolios in…

Afterpay (ASX:APT) – It’s the end of an era for the popular buy-now, pay-later (BNPL) platform that took the world by storm and kicked off a tech sensation. This week, Afterpay agreed to a $39 billion all-stock takeover by US payment giant Square Inc. (NYSE: SQ), bringing together two of the most advanced global fintechs…

Share trading app, Superhero, this week launched its new “technology-enabled” super fund for Aussies wanting control over their super fund’s investments without needed to register as a self-managed super fund (SMSF).  After conducting research on the matter, Superhero found that “80% of people would like to have a say in how their super is invested,…

Turning the tide After years in the doldrums, fund manager DNR Capital is increasingly positive on Telstra’s outlook. The fund manager’s chief investment officer, Jamie Nicol, recently outlined how Telstra (ASX:TLS) has faced disruption head-on, preferring to focus on new opportunities which have enabled it to be an attractive investment once again. DNR’s focus is…

Service Stream (ASX:SSM) is a company that operates in the background of an infrastructure project and is critical to the maintenance of that project. The company is a constituent of the S&P/ASX 300 index, and provides integrated end-to-end asset life-cycle services to utility and telecommunications asset owners, operators and regulators across Australia. To put that…

The resources exploration-project development end of the Australian Securities Exchange (ASX) is an exciting place to spend time; one really gets a sense of how the share market kicked-off in Australia in the 1850s, when no boomtime goldfield town was complete without its own stock exchange. It is, potentially, the home of the multi-bagger –…