Stock Market News & Analysis
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Bookworm: Is this the secret to exceptional long-term returns?
Acceptance may be an investor’s best friend.
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Unconventional wisdom: Are dividends the answers?
As investors toil in complexity the obvious solution may be the right one.
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Netflix: A business that’s nearly flawless
Streaming giant’s stellar results had areas of softness; currency tailwinds drive guidance raise.
stocks
Trump’s US dollar assault is fuelling CBA’s rise
A recent $1 billion investment in CBA by Texas based fund manager expresses concern for the outlook of the USD.
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Insignia Financial: Revised deal still attractive
The offer price is well above our fair value.
stocks
Going into earnings, is Alphabet stock a buy, a sell, or fairly valued?
With the monetization of GenAI, here’s what we think of Alphabet’s stock
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Going into earnings, Is Meta stock a buy, a sell, or fairly valued?
With a focus on leveraging its AI investments, here’s what we think of Meta stock.
stocks
James Hardie transfers of share listing to New York Stock Exchange
The change is a result of the controversial Azek acquisition.
stocks
Ask the analyst: How reliant are Guzman shares on international growth?
A year on from Guzman’s IPO, I catch up with Johannes Faul to explore what is baked into GYG’s valuation.
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Nvidia: Back in business in China; Raising fair value estimate
Nvidia is poised to become more dominant than ever as it is allowed to sell its key H20 GPUs in China.
stocks
Our top ASX picks in every sector
These companies are our top choices for investors wanting to boost Aussie exposure.
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