Morningstar Australia - Empowering Investor Success
stocks
3 undervalued ASX companies with sound balance sheets
I love investing in companies that boast strong financial positions. These three cheap ASX shares could fit the bill and screen cheaply according to our analysts.
personal-finance
Are you smarter than a year 12 student?
I recently presented a personal finance assignment given to year 12 students and here is one reader’s attempt at answering the question.
stocks
Overvalued ASX pharma play hits FDA speedbump
We think a delay rather than an outright rejection for this company’s product is the likelier outcome, but the shares still look expensive.
retirement
What returns do you need for a comfortable retirement?
The math behind your retirement outcomes.
stocks
Alphabet earnings: Solid results as AI monetization continues to improve
We continue to view the stock as materially undervalued.
personal-finance
Don’t let Trump derail your wealth creation plan
If you want to build wealth over the long-term, trying to guess the stock market’s next move is generally a bad idea.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Resolute Mining Ltd RSG | 0.50 | 1.96% |
| Pilbara Minerals Ltd PLS | 1.46 | 2.99% |
| Sigma Healthcare Ltd SIG | 3.01 | 0.33% |
| Telstra Group Ltd TLS | 4.54 | 0.67% |
| Judo Capital Holdings Ltd JDO | 1.48 | 16.85% |
| Coronado Global Resources Inc CRN | 0.18 | 10.26% |
| Evolution Mining Ltd EVN | 7.73 | 1.28% |
| South32 Ltd S32 | 2.74 | 0.36% |
| Lotus Resources Ltd LOT | 0.18 | 2.78% |
| Liontown Resources Ltd LTR | 0.50 | 4.76% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,365.70 | 0.30% |
| CAC 40 | 7,593.87 | 0.50% |
| DAX 40 | 22,496.98 | 0.32% |
| Dow JONES (US) | 40,939.80 | 0.66% |
| FTSE 100 | 8,496.80 | 0.02% |
| HKSE | 22,119.41 | 0.51% |
| NASDAQ | 17,842.76 | 2.27% |
| Nikkei 225 | 36,452.30 | 1.13% |
| NZX 50 Index | 12,148.60 | 2.06% |
| S&P 500 | 5,640.40 | 1.28% |
| S&P/ASX 200 | 8,145.60 | 0.24% |
| SSE Composite Index | 3,279.03 | -0.23% |
Specialists
Mark LaMonica, CFA
Shani Jayamanne
Joseph Taylor
James Gruber
Simonelle Mody
personal-finance
Future Focus: What are you giving up by sending your kids to private school?
A listener requested exploration of optimising saving for education costs, and the opportunity costs of higher education expenses.
personal-finance
Future Focus: Buying a home out of reach? Try these financial goals instead.
A framework to understand what you want from life and therefore your finances.
personal-finance
Future Focus: A better way to use financial advisers' favourite investment strategy
An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
retirement
Unconventional wisdom: Add certainty to your retirement
What a trip to Monte Carlo can teach you about having a more secure retirement.
personal-finance
Unconventional wisdom: Are passive ETFs leading to lower returns?
Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
stocks
Unconventional wisdom: A controversial income pick
Rigid definitions of income and growth shares may be holding investors back.
personal-finance
Bookworm: How a huge ASX winner upset the odds
Hamilton Helmer's 7 Powers help us understand an ASX star's unlikely rise to dominance.
personal-finance
Bookworm: Should this method have scored me a 30 bagger?
Richard Koch's Star Principle offers a simple way to find high potential companies.
personal-finance
Bookworm: Legendary fundie exposes mistake in my portfolio
Anthony Bolton delivered incredible long-term returns for investors in the Fidelity Special Situations Fund. What can we learn from his approach?