Stock Market News & Analysis
stocks
Apple: Gemini partnership lets AI-worried investors breathe a sigh of relief
We believe a competitive—if not leading—AI feature suite will reinforce Apple’s wide-moat mobile device ecosystem.
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ASX share ticks all the popular thematic boxes
The shares are overvalued as investors are overly excited about defence and gold exposure.
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AI stocks winners, laggards and losers for 2025
AI stocks flew high in 2025 despite year-end volatility. Palantir and Lam look overvalued, but opportunities remain.
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12 picks for an income portfolio - Q4 2025 update
Eighteen months in and passive income growth has exceeded my target.
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Undervalued by 17%, this US cybersecurity leader is a buy for 2026
Here’s a wide-moat company with strong secular tailwinds in a promising industry—and an attractive stock price, too.
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Tough conditions for ASX listed wagering leader
Wagering continues to be challenged in Australia.
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Chart of the Week: Inflation fears dampen sentiment on retailers
Rising inflation is the fly in the ointment.
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Here’s 3 Top Rated ASX shares for 2026
As we start the new year, let’s take a closer look at three compelling opportunities on the ASX
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Undervalued Aussie e-commerce winner
Shares attractive due to near term profit margin increase and structural growth.
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Our view on oil prices after Maduro is deposed
We’ve revisited our oil price assumptions after the news from Venezuela.
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Nvidia: Full steam ahead with an impressive array of announcements at CES 2026
Our view of Nvidia at the current share price.
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Cheapest ASX member of our Best Idea’s list
This share is trading at the lowest price to fair value of the 14 companies on the list.
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We remove our Moat Rating from ASX listed share
Despite a surging share price a weakening competitive position causes a reassessment of our view.
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Best sustainable companies to own in 2026
We believe these companies’ strong ESG management practices give them a long-term advantage.
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