Insights

Dick Smith Holdings and potential future stocks.

Another day of recovery in US markets and strong gains in the oil price should deliver a positive open to the local market.

Don't miss the star of the show this week, Starpharma's Jackie Fairley, plus Collaborate Corporation's Chris Noone talks peer-to-peer rentals.

With the portfolio 80 per cent invested, it's a good time to take a closer look at its underlying holdings.

The consumer lending business' acquisition of Fisher and Paykel Finance is positive over the longer term.

The market has punished the stock for reporting weaker than expected revenue growth but the company could well reward investors over the next few years.

Some of our international picks are doing exceedingly well. Others present opportunities to be an aggressive buyer.

This week MSCI, one of the world's largest index providers, released a research paper entitled Flight to Quality which evaluates the use of 'Quality' as a factor in quantitative stock selection. The paper assesses the performance of this factor and its risk against other factors and the broad global equity market.

The share market looks likely to drift lower this morning with little obvious reason to bring buyers back to key mining and bank stocks in any strength.

The starting point for this morning's stock market opening looks like a session of nervous consolidation. However, today's Bank of Japan meeting represents a macro wild card for markets today.

A game between two low-rate NFL teams was played last Sunday in London. As Jarryd Hayne wasn't involved it didn't get much coverage in Australia.

This morning, the US Federal Reserve dealt with one of the most important investment uncertainties. US interest rates will rise in December, barring a significant change in conditions. In its statement the Fed shifted its language in three important areas, and lifting US rates is now a question of "why not" rather than "why".

Aussie Shares dusted off overnight leads and switched to losses in early trade. The AGM and quarterly update season gave traders a reason to exit their exposures.

As bank reporting season gets underway, you'll read everywhere that shareholders of Australia's big four banks are practically drowning in profits. ANZ, National Australia Bank, Commonwealth Bank and Westpac are expected to report more than $30bn in collective net profit. Ironically, record profits have coincided with record low net interest margins for the big four banks. So what does it mean for you?

People "in the know" are beginning to make long-term oil investments… here's why.

Sentiment, not fundamentals, is weighing on the oil price, with the short-term momentum pointing to possible further falls.