Adviser Webinar: Australia and New Zealand Equity Outlook

Looking at geopolitical risks, firm-wide supply constraints, and global AI demand, here’s what we think of Nvidia stock.

Investors savaged Nufarm stock as oversupply of fish oil hit prices in a key product line. We think the reaction is overdone.

Earnings show persistent growth but shares are trading well above our fair value.

Investors overreact to trading update and we view share drop as unwarranted.

A reader asks whether the tendency of Santos shares to move with oil prices suggests a misunderstanding of its business.

With record high profitability and a growing user base, here’s what we think of Uber stock.