Newsletter

Blue Chip Stocks

Is Lendlease (ASX:LLC) out of the doldrums for good?

Lendlease (ASX:LLC) has for the past several years been the classic definition of a 'value trap'. You think a good company is trading at a bargain price due to a 'temporary setback', but the setback turns out to be a lot more than temporary or just the tip of the iceberg. If you bought Lendlease in the…

ByNick SundichDecember 24, 2025

Our 5 ASX Predictions for 2026!

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…

ByNick SundichDecember 24, 2025

Computershare (ASX:CPU): The Unsung Hero of Market Infrastructure

Although Computershare (ASX:CPU) may not be a name that immediately comes to mind when discussing the big names of the stock market (i.e. the big banks or miners), it has long been deeply entwined in the infrastructure behind the scenes supporting capital markets. It is an unsung hero keeping the monetary system moving safely and…

ByUjjwal MaheshwariDecember 23, 2025

Here are 8 of the Top Performing ASX Stocks in 2025 (excluding resources)!

Yesterday, we recapped the Top Performing ASX Stocks in 2025 but the list was dominated by resources companies. Today, we recap the best non-resources ASX stocks in 2025! What are the Best ASX Stocks to invest in right now? Check our buy/sell tips. [sg_popup id="23914" event="click"][/sg_popup] The 8 Top Performing ASX Stocks in 2025 EDU Holdings (ASX:EDU) EDU…

ByNick SundichDecember 23, 2025

NEXTDC or Coreweave, which is the better long-term Investment

Two Roads to Data Dominance Many investors, particularly those focused on growth and technology, already understand that data and the infrastructure supporting it have become a core driver of long term value creation. We agree with that view, but we think the more interesting question now is where that value ultimately compounds most effectively. In Australia,…

ByCharlie YouldenDecember 22, 2025

Channel Infrastructure NZ (ASX:CHI): Another Kiwi company just joined the ASX, but this one is the nation’s largest fuel supplier

Last Friday, Channel Infrastructure NZ listed on the ASX as a dual-listing. It is unlike the bulk of Kiwi companies that have listed on the ASX before it in being capped at over NZ$1bn and specialising in fuel transportation and supply. And while the New Zealand economy is in a bad shape, this has not…

ByNick SundichDecember 22, 2025

Dexus (ASX:DXS): Unlike its peers, more than a landlord! But its still vulnerable to the property market

Dexus (ASX:DXS) has been on hit amidst the RBA's firing line to tame inflation, and just when we all thought the war was over...it looks like it isn't. The property space on the ASX had a difficult few years, but 2025 was probably the best year since the pandemic as rates fell. But now that…

ByNick SundichDecember 18, 2025

Here are the Stocks to Buy if the RBA raises rates, and the stocks to sell!

Investors are probably pondering the Stocks to Buy if the RBA raises rates. Because while a rate hike is not a given, it is certainly more likely than a cut right now. The warning calls have included inflationary data rising again and a couple of the banks now forecasting rate hikes, as early as February. It…

ByNick SundichDecember 18, 2025

Brambles (ASX: BXB): Withstanding The Impacts of Trump’s Tariffs (For Now)

Brambles (ASX: BXB) has significantly outperformed the ASX 200 in the past year, gaining nearly 20% even with the drop during the furore over Trump's tariffs. As a company worth over $30bn that operates across approximately 60 countries worldwide, with its business heavily tied to global trade flows, it is sensitive to tariffs and geopolitical changes…

ByUjjwal MaheshwariDecember 17, 2025

Peter Warren Automotive (ASX:PWR): When will be its time to shine? Maybe it will be 2026 (if the market recovers)

Peter Warren Automotive (ASX:PWR) has not had the best tenure on the ASX with its market cap of <$300m - a far cry from its all time peak of >$500m. But after bottoming out in March 2025, shares have been on the upwards ever since. And while its performance has lagged its peers, we think…

ByNick SundichDecember 15, 2025