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Blue Chip Stocks

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

Medibank Private shares have recovered the losses after the cyber breach 2 years ago, but what’s next?

Medibank Private shares took a big hit nearly 3 years ago due to the infamous cyber breach. Investors who chose to buy the dip and have held ever since have done quite well - shares rallied 80% in the following 3 years. But shares have fallen over 12% since August, when it released its FY25 results.…

ByNick SundichDecember 11, 2025

Costco (NDQ:COST): How to get a >20% ROIC in the supermarket sector? Membership fees are the secret sauce!

Costco (NDQ:CST) is a unique supermarket provider. It is arguably most famous for its quarter-pound all-beef hot dog and 20oz soda combo for US$1.50 at its food courts, a combo that was sold over 245m times in FY25 at a price unchanged since 1985. Now, CostCo is unique in the eyes of investors because it…

ByNick SundichDecember 9, 2025

Chalice Mining (ASX:CHN) has released its long-awaited Gonneville PFS! It could deliver A$4.7bn in cash flows, but challenges remain

This morning's release of the Gonneville PFS marks the most important moment for Chalice Mining (ASX:CHN) since Gonneville was discovered across 2020-21. Gonneville, which will be Australia's first ever primary Platinum Group Metal (PGM) mine, has an impressive resource with potential to deliver over 220,000/oz per annum of 3E metals (palladium, platinum and gold) along with…

ByNick SundichDecember 8, 2025

Sandfire Resources (ASX:SFR): The best way to play the copper trade? Investors seem to think so

Sandfire Resources (ASX:SFR) is one of the ASX's largest companies wth exposure to copper, and in our view, the best. It has pulled off something very few miners can boast of, transitioning from one asset to another with minimal disruption to shareholder value. With shares up 64% in the last year, and up 36% in…

ByNick SundichDecember 8, 2025

Compelled takeovers: Here are 6 ASX companies that had no choice but to sell out

Sometimes, M&A deals occur that could be described as compelled takeovers. By this term, we are not alluding to the phase of a deal where 90% have accepted and the remaining shareholders get bought out whether they like it or not. We are talking about scenarios where even if investors in a company could have chosen…

ByNick SundichDecember 5, 2025

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Blue Chip Stocks

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

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

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

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

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

Medibank Private shares have recovered the losses after the cyber breach 2 years ago, but what’s next?

Costco (NDQ:COST): How to get a >20% ROIC in the supermarket sector? Membership fees are the secret sauce!

Chalice Mining (ASX:CHN) has released its long-awaited Gonneville PFS! It could deliver A$4.7bn in cash flows, but challenges remain

Sandfire Resources (ASX:SFR): The best way to play the copper trade? Investors seem to think so

Compelled takeovers: Here are 6 ASX companies that had no choice but to sell out

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