Investing in Copper: A comprehensive guide for ASX investors
An overview of copper, demand and supply factors, price drivers and the big issue that's weighing on near-term cash flows.
Lithium prices remain buoyant. Here are Macquarie's preferred picks
Lithium stocks have bounced from November lows, we break down Macquarie's latest research, their preferred picks and why.
Where investors went in 2022
The traditional wisdom is that retail investors are a skittish lot. One whiff of a market downturn and they’re outta there. Of course, we’ve seen in more recent...
Three good companies in one good stock
Seven Group (ASX: SVW) is a diversified operating and investment group with holdings that sit across the mining, industrial, energy and media sectors. Some of Seven...
Buy Hold Sell: 5 stocks to play the commodities squeeze
Despite the recent sell-off in resources and materials stocks that we have witnessed over the past few weeks, investors with a penchant for miners, explorers and...
The Match Out: ASX bounces back, Commodities underpin advance, AMP tops the 200
The ASX bounced back today with the heavyweight Materials & Financials leading the line after a tough start to the week, IT the only sector to finish lower. Buying was...
4 winning resources small caps (and what it takes to make them)
Resources have been on a tear this year, with some stocks 5-bagging or more in 12 months. In this thematic episode of Buy Hold Sell, Tim Serjeant and David...
12 stocks and 6 ETFs for the next part of this cycle
We are now in the mid-cycle. Morgan Stanley believes investors should be rotating within their equity allocation to be more aligned to the cyclicality of the current...
The Match Out: ASX flat, Banks rally on the week, Energy pulls back after a strong run, Have a great weekend all
The market limped into the weekend with a distinct lack of conviction. Energy and Materials were weak today, the former actually down around 4% on the week after a...
Entry points emerge in beaten up sectors
It’s often said that good investing is a matter of waiting to see the opportunity, acting decisively when the time comes and then being brave enough to hold your nerve...
I'm the person buying the stocks that will make you feel marginally sick
Nick Kirrage admits he was never a gifted athlete but nevertheless last year completed the ‘Marathon Des Sables’, a 254km ultra-marathon across the Sahara Desert. A...
Housing Cracks Present Material Opportunities
Australian house prices are falling. Credit availability is tightening. US mortgage rates are rising. These and other factors have put building materials stocks under...
Bells Gold Tracker: ASX-listed Gold Review
The Bells Gold Tracker is a periodic update and review of ASX-listed gold equities and the gold market. We run through a current market theme, key company releases...