ASX

Boutique Melbourne-based manager Datt Capital says Australian companies can steal global market share during the Ukrainian crisis, largely because Russia’s endowment of natural resource riches is very similar to Australia. Emanuel Datt, chief investment officer, says, “The Russian output of key commodities as a portion of global production is significant. The production figures include steel…

Will yesterday’s losers become tomorrow’s winners? While the year to date has been a volatile year filled with investor concerns, most of the companies in the S&P/ASX 200 managed to shake off the Covid-19 blues, rising inflation worries and tightening monetary policy concerns. However as always, there is a list of share market darlings that…

Predictions in 2020 were for the Australian arm of US juggernaut, Amazon, to have dominated local retail sales in just a few years. In 2020 alone, analysts predict that Amazon’s gross merchandise value – or the total value of products sold – grew three times faster than that of JB Hi-Fi. But this all changed…

You’re going to hear from Redbubble (ASX: RBL) bulls that the recent share price pullback has created an investment opportunity of a lifetime, and the operating leverage as they scale will drive up margins.  Well, today I’m going to debate with Lachlan’s bull thesis as to why I think that’s a furphy.  If you liked Redbubble at $6.70, you’re…

Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manage $80 billion in assets and provide investment strategies to wholesale & institutional clients around the globe. The Inside Investor recently met with Simon Gregory…

ASX tech shares have been taken to the cleaners in 2022. The local technology index is down 20% for the year, falling as much as 27% in March. Despite the dip, here are 3 ASX tech shares I’d be willing to pick up and hold for the next ten years. 1. Xero Limited (ASX: XRO) Xero…

The transition to clean energy supply to meet global climate targets and sanctions against Russian energy exports have boosted returns from renewable energy companies, as they benefit from greater demand and rising fossil-fuel prices. By 2050, the share of power from renewables globally is expected to rise to 60 per cent from current levels of…

I think that the best way to invest in ASX shares is to buy and hold for the long-term. Owning the below investments for the next decade could prove to be fruitful. I’m looking for leading businesses that want to keep growing strongly for a long time. The power of compounding could make these ASX…

The Magellan Financial Group Ltd (ASX: MFG) share price has sunk 24% in 2022. But in just the last two weeks the share price is up 17%. With the Magellan share price moving sharply in both directions, it’s clear the market is struggling to land on a valuation. Here are three methods you can use to value…

Here are 5 ASX dividend shares with 100% franking I’d look at buying today. 1. Commonwealth Bank of Australia (ASX: CBA) Bank shares have historically been popular investments for ASX dividend shares investors. A majority of earnings are paid out as dividends and their size afford them resilience when markets fall. But why choose CBA over the other…

The Telstra Corporation Ltd (ASX: TLS) share price is in the spotlight after the telco outlined to the market its plans for the legal structure of the company. Telstra has launched its T25 strategy involving reducing costs, improving profit margins and growing its 5G position. But the legal structure of the business is also important for how it conducts…

The Brickworks Limited (ASX: BKW) share price is under the spotlight after reporting a record half-year result. It’s up almost 5%. Brickworks is Australia’s leading brickmaker. It also has other investments in property and shares. Brickworks’ record half-year result The company reported a number of strong numbers: Revenue rose 24% to $535 million Underlying EBITDA (EBITDA explained) jumped 200%…