Stock Market News & Analysis

stocks
Strong result for ASX insurer but not the new norm
Stellar first half profits but increasing competition will lower future rate increases.
Strong result for ASX insurer but not the new norm
Strong result for ASX insurer but not the new norm
stocks
Eli Lilly earnings: Weak Orforglipron obesity data weighs down a strong quarter

Eli Lilly earnings: Weak Orforglipron obesity data weighs down a strong quarter

With today’s share drop, we think Lilly stock looks fairly valued.
stocks
Solid 2025 for A-REIT but development activity will weigh on 2026

Solid 2025 for A-REIT but development activity will weigh on 2026

Positive news for income investors as yield exceeds 5%.
stocks
Lower fair value for undervalued ASX share

Lower fair value for undervalued ASX share

Despite our lower fair value the shares are still attractive.
stocks
Unconventional wisdom: Should I sell this underperforming ASX share?

Unconventional wisdom: Should I sell this underperforming ASX share?

Going back to my original thesis to evaluate a position.
stocks
Wildly overvalued ASX stock is skating on thin ice

Wildly overvalued ASX stock is skating on thin ice

This company dominates its industry and could be flirting with regulatory intervention.
stocks
Uber flexes its network effect and delivers strong result

Uber flexes its network effect and delivers strong result

Uber’s business is humming along but autonomous vehicles add uncertainty to the longer term outlook.
stocks
Ask the analyst: Are Qantas shares a value trap?

Ask the analyst: Are Qantas shares a value trap?

Qantas’ pandemic woes seem a distant memory. But could the party end sooner than investors think?
stocks
Palantir earnings: Blockbuster growth amid high expectations

Palantir earnings: Blockbuster growth amid high expectations

We raise our fair value estimate off the back of earnings.
stocks
ResMed earnings: Solid showing from ASX healthcare winner

ResMed earnings: Solid showing from ASX healthcare winner

Strong demand growth and improved profit margins lead to a strong result from the sleep apnea device firm.
stocks
Is this the $80 billion elephant Warren Buffett has been waiting for?

Is this the $80 billion elephant Warren Buffett has been waiting for?

Morningstar’s Greg Warren says Berkshire may have little choice but to take a hard look at this huge potential acquisition.
stocks
Tesla: Board announces new pay package for CEO Elon Musk

Tesla: Board announces new pay package for CEO Elon Musk

A key provision of the new award is that Musk must remain in a senior leadership position at Tesla.
stocks
New ASX share on our best ideas list

New ASX share on our best ideas list

This undervalued miner is unappreciated by the market.
stocks
Has the most hated company on the ASX 200 bounced back?

Has the most hated company on the ASX 200 bounced back?

Encouraging results indicate a potential turnaround story.
stocks
Amazon earnings: Good results, with AWS still a winner; fear on profitability guidance is overblown

Amazon earnings: Good results, with AWS still a winner; fear on profitability guidance is overblown

We think Amazon stock looks attractive.
stocks
Apple earnings: Strong iPhone beat brings our valuation up and tariff costs prove light for now

Apple earnings: Strong iPhone beat brings our valuation up and tariff costs prove light for now

We think Apple stock looks fairly valued.
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