Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…
Airlines
The latest trading updates out of Virgin Australia and Qantas have brought the importance of oil prices, but also oil hedging, back into sharp focus. Airlines are not the only companies that engage in the practice, but few rely on it more.
The Middle East conflict has pushed jet fuel margins from roughly US$20/bbl to around…
Investing in Qantas (ASX: QAN) means dealing with the Middle East crisis, more so than any other share market industry. Up until now, the company had said little to investors, until it released a significant market update this morning (April 14 2026), revising its outlook for the second half of FY26 in response to the…
Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
In a couple of weeks, some ASX Stocks Are Being Removed from the ASX All Ords. Other companies will take their place and it was only yesterday that we wrote about that fact and some of the companies being promoted. But today it is time to look at the stocks suffering the indignity of being…
The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…
Investors in airline stocks have long been told they are foolish for considering the entire sector. Yes, the entire sector and not just one company. The logic has been that margins are low whilst capex and opex is high. Warren Buffet literally said once,' Never buy an airline!' And ironically he broke his own rule…
This article outlines 5 ASX Predictions for 2026 that Stocks Down Under puts its neck on the line to assert will happen. It has become an annual tradition of ours, and some of these calls we get right, others we don't. Arguably our boldest call in suggesting ANZ would be the best performing big 4…
Regional Express investors have waited more than 12 months to get an answer as to what will happen next...but they may be disappointed with the outcome. Yes, there is a buyer, but it looks like all the airline's investors will lose all their money. With one exception.
What are the Best ASX Stocks to invest in…
