PIC-ing winners
The Perpetual Equity Investment Company boasts a team of experienced stock pickers and plenty of cash in a correction.
AMA: Gathering pace
The crash repairs group led by Ray Malone is going from strength to strength. We upgrade our price target.
Flexigroup: Credit where it's due
The non-bank lender offers a compelling dividend and looks like good value.
Azure upgraded
The market is pricing in very little chance of an earnings recovery but the healthcare company has a chance to offer a roadmap for the next three years at its AGM.
Drillsearch downgraded
The oil stock is at risk of short-term volatility but has a strong cash balance and opportunities for growth.
Three bright spots in US stocks
Schlumberger inks a takeover deal that will establish it as the most diversified oilfield service provider, Splunk reports an excellent result and Ambarella earnings beat consensus.
Asset allocation alert
The past few months have seen the market responding to worries the US Federal Reserve Bank will lift interest rates, which wasn't such a big deal in the end for most equities but not much fun for bond investors and interest-rate-sensitive stocks, especially during April and early May.
Caution ahead of China's stock market re-opening
Caution looks like being the market byword at the start of the trading week. Traders will be waiting on the re-opening of China's stock markets after the holiday break.
Volatility has traders alert to all possibilities
Bank sellers are back in action in early trade today offsetting buying in materials and energy stocks to push the ASX 200 index lower.
Potential Slow Burn
Asia Pacific investors are anticipating relief today after overnight share bounces and gains for oil and industrial metals. Safe haven assets such as gold and the Euro are lower as funds move back into equity exposures. So after US data did no harm to sentiment.
Have oil and industrial commodities bottomed?
Coal, metal and energy stocks have suddenly seen trading action but are battling against bearish trends.
Battered and bruised: A new BHP emerges
The big Australian is not waiting for a turnaround. Instead, the new regime has remodelled the company.
Oil: Time to take another look
Oil is the commodity recording the biggest jump in recent days… here's what may happen next.
Top fund managers: PIMCO EQT Wholesale Global Credit Fund
We profile a fund with quarterly distributions that offers retail investors access to hundreds of global corporate bonds.
Tax with Max: Estate planning for super
Thinking about where an SMSF's assets go after the death of a member and accessing the age pension while paying off a mortgage.
Collected Wisdom
This week we look at Woolworths, Harvey Norman, Flight Centre, Perpetual and Ramsay Health Care.