The rise of the value pretender

Plenty of fund managers are telling us it's a tough time to be a value investor. Is it time to look at things differently?

5d ago

Here come the Buys

Halloween might be over but senior analyst James Greenhalgh is feeling the sugar rush of better buying opportunities ahead.

1mth ago

How reliable is earnings guidance?

If management provides earnings guidance, then surely the numbers are crystal clear? Here are four problems from 2018 which show why earnings guidance must be treated with caution.

2mths ago

What makes Cochlear superior to BlueScope?

Cochlear demonstrated these six characteristics when we upgraded the stock to Buy in 2004. Look for them if you want to buy a wonderful business at a fair price.

8mths ago

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