ASX Reporting Season is almost upon us once again. It is the most important time of the year for investors, a time many reconsider if their thesis still holds, many choose to buy into a stock or sell, some will receive dividends (either expectedly or unexpectedly) whilst others will be disappointed. While you may not…
AI Stocks
Index overconcentration is a term that's existed for decades, but has come increasingly to the fore in the last year or two on the ASX. We just had to write about this - the general term and the current perception of this issue on the ASX. In other words, how CBA accounts for a large…
Have you ever heard the term Dogs of the ASX? It can either allude to the worst stocks in the ASX generally, or perhaps the investment strategy of buying these worst performing shares at the start of a new year (either a calendar or financial year), thinking they will rebound.
Many will be considering this strategy,…
It is a New Financial Year, so it's time to outline 11 Top ASX Stocks to Buy in FY26. Why 11 you might ask? Because 11 is the number of 'GICS' (Global Industry Classification Sectors) on the ASX, and we're picking one from each sector.
Our 11 Top ASX Stocks to Buy in FY26!
Energy: Ampol…
Israel’s strikes on Iran, and the subsequent responses, led to the typical "risk off" moves professional investors usually make when faced with uncertainty. But what exactly does "risk off" mean and how relevant is it for retail investors? Should you be risk off too or should you ride out geopolitical uncertainty?
Few would've predicted Israel would've…
Addressing the ASX decline is a question that has been considered for many months now. In 2023-24, more companies left the ASX in the past 2 years than any 2 year period since the 1990s recession - whether being brought out by private equity or a big industry player, delisting to a penny stock exchange…
After many decades at the helm of Berkshire Hathaway, Warren Buffett is retiring. After founding his empire in 1965, he built it into a US$1tn+ empire owning many of America's best companies and profiting off them. But of course, all good things must come to an end - at least a tenure led by the…
As we move into 2025, two tech giants, Microsoft and Meta, continue to dominate the global digital landscape. Both companies have faced their challenges but remain at the forefront of innovation. For investors, the key question is whether now is the right time to invest in these tech behemoths. In this article, we will delve…
In early April 2024, Nvidia found itself benefiting from an unexpected source of optimism: US politics. The Biden administration announced a temporary pause on certain tariffs related to semiconductor equipment exports to China, offering short-term relief. However, this was reversed by the Trump administration in early 2025, which imposed stricter export controls on advanced chips.
Nvidia,…
Artificial Intelligence is no longer a speculative technology of the future, it's the defining driver of modern business. From predictive analytics to autonomous systems, the AI revolution is fundamentally transforming industries. But the real question is: which companies stand to benefit the most over the long term?
In our view, investors looking for exposure to the…
