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Blue Chip Stocks

The Latest Guzman y Gomez Trading Update Was Well Received! But Have Things Really Changed?

Almost every Guzman y Gomez trading update since it listed has resulted in volatile share price movements one way or the other. And today was no exception. But only weeks after falling 14% off the back of 1H26 results, today's Q3 sales figures sent shares up 20% in early trade. What's the story here? Have…

ByNick SundichApril 7, 2026

ASIC’s Inquiry Into The ASX Concludes in Condemnation And Calls for Change!

ASIC's Inquiry into the ASX came to a close with the publication it its report, 9 months on from the launch of it. The mere commencement signalled that something had gone seriously, systemically wrong with one of the country's most important pieces of economic infrastructure. The Final Report from that inquiry panel has now been…

ByNick SundichApril 2, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026. This wind up was not the first, and likely won't be the last. So each…

ByNick SundichApril 2, 2026

When Equity Analysts Go to War: 6 Times Stockpickers Fought Back Against Companies And What Happened Next!

The relationship between a public company and equity analysts covering it, in theory, one of productive scrutiny. In practice, it often looks far more adversarial. Companies control access to information, management time and investor relations resources, and when an analyst says something they don't like, the gloves come off. They get cut from briefings, frozen…

ByNick SundichApril 2, 2026

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

Investors asked to name ASX 200 stocks winning during the Iran war would likely think of oil and gas stocks, benefiting from soaring prices. This is not incorrect - oil stocks like Woodside, Santos and Karoon have grabbed the headlines as the obvious beneficiaries of the US-Iran conflict that erupted in late February 2026. However, they'd…

ByNick SundichApril 1, 2026

Here are 5 ASX Stocks That Should Be Merged or Be Acquired, and Why the Logic Is Compelling

Despite the dour state of the markets right now, it could be time for certain ASX stocks that should be merged or be acquired to go ahead. With private equity sitting on nearly USD$440bn in uncommitted capital, a more permissive regulatory environment for smaller deal-making, and a wave of ASX small and mid-caps trading at…

ByNick SundichApril 1, 2026

Steadfast Group (ASX:SDF): Investors are selling and asking questions later, but are they ahead of themselves?

Time to look at another company that is seeing AI-weary investors selling now and leaving the question asking until later, and today it is insurance broker Steadfast Group (ASX:SDF). Can't AI do insurance for us, taking into account our interest only and doing so at a fraction of the cost of humans? Investors think so,…

ByNick SundichMarch 31, 2026

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

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…

ByNick SundichMarch 31, 2026

The ASX’s Good Fame and Character Test: The Potential Listing of Oliver Curtis’ $6bn AI Company Firmus Meant A Clarification Was Needed

The ASX's Good Fame and Character Test is not new. But the possible listing of Oliver Curtis' Firmus meant investors are paying more attention than they otherwise would. You see, the Australian Securities Exchange does not let just anyone run a listed company. Before an entity joins its official list, the ASX requires that every director,…

ByNick SundichMarch 30, 2026

Why Do Stocks With Better Fundamentals Trail Their Peers? And When Should You Accept Waiting for a Re-Rating Is a Lost Cause?

Stocks with better fundamentals trail their peers - that's just the reality of the market. But why? What are the Best ASX Stocks to invest in right now? Check our buy/sell tips [sg_popup id="23914" event="click"][/sg_popup] Case in point Last week, it was another day another 4DX Medical (ASX:4DX) re-rating, all because the Mayo Clinic agreed to use its…

ByNick SundichMarch 30, 2026

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Blue Chip Stocks

The Latest Guzman y Gomez Trading Update Was Well Received! But Have Things Really Changed?

ASIC’s Inquiry Into The ASX Concludes in Condemnation And Calls for Change!

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

When Equity Analysts Go to War: 6 Times Stockpickers Fought Back Against Companies And What Happened Next!

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

Here are 5 ASX Stocks That Should Be Merged or Be Acquired, and Why the Logic Is Compelling

Steadfast Group (ASX:SDF): Investors are selling and asking questions later, but are they ahead of themselves?

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

The ASX’s Good Fame and Character Test: The Potential Listing of Oliver Curtis’ $6bn AI Company Firmus Meant A Clarification Was Needed

Why Do Stocks With Better Fundamentals Trail Their Peers? And When Should You Accept Waiting for a Re-Rating Is a Lost Cause?

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