Skip to content Skip to sidebar Skip to footer

Newsletter

Consumer

JB Hi-Fi Earnings: Good Results and AI Optimism Spark a 12% Re Rate!

JB Hi-Fi Earnings: The Market Reprices Quality And AI Exposure JB Hi-Fi has seen a strong re rate over the past week, up around 12% following a solid 1H FY26 result which showed it could be an AI winner. At a headline level, its 1H26 result was clean and showed good growth. Group sales came in at…

ByCharlie YouldenFebruary 17, 2026

Here are some ASX stocks that will benefit from a higher AUD, and stocks that will lose

The Aussie dollar has been surging in recent weeks and there are ASX stocks that will benefit from a higher AUD - as well as some that will lose. We cannot be certain how much longer this run will go on for, but we do know it is on a run right now. After several quarters…

ByNick SundichFebruary 16, 2026

Home Depot (NYSE:HD): Its fate is in the hands of the next Federal Reserve interest rate move

While Australians go to Bunnings or Mitre 10 for DIY home improvement projects, Americans are most likely to go to Home Depot (NYSE:HD), which makes 70% more revenue than Lowe's. Home Depot is the company that made Bernie Marcus and Arthur Blank, the latter being owner of the Atlanta Falcons, rich and it has indirectly made…

ByNick SundichFebruary 9, 2026

Corporate Travel Management (ASX:CTD): Jamie Pherous is gone, but CTD has its work cut out, to resume trading & get its FY25 results released

No matter how impressive an underlying thematic of an individual may be, Corporate Travel Management (ASX:CTD) depicts to investors that a company's financial position does matter. Shares are suspended from trading and have been since the end of August 2025. The longer things go on, the more worried investors get because they feel it is more…

ByNick SundichFebruary 2, 2026

Star Entertainment (ASX:SGR) Drops 16% Despite First EBITDA Profit in Quarters: Buy, Sell, or Wait?

Star Entertainment turns EBITDA positive but survival risks remain Star Entertainment (ASX: SGR) plunged 16 per cent to A$0.14 on Friday despite reporting its first positive underlying EBITDA in several quarters. The casino operator posted A$301 million in revenue for the December quarter, up 6 per cent from the previous period. More importantly, it delivered…

ByUjjwal MaheshwariJanuary 31, 2026

GYG and Uber Eats have joined forces: Here’s why its a win-win deal and all investors should take note

A tie up between GYG and Uber Eats may not have been the most market-moving news this morning, but we think it was the most important news so far as giving broader lessons to investors is concerned. Yes, every now and again there is market news that has a lesson for all investors and this…

ByNick SundichJanuary 23, 2026

Here’s why this airliner’s results should make investors in airline stocks reconsider their methodology forever

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…

ByNick SundichJanuary 19, 2026

Car Group (ASX:CAR): Successful in Australia, but now going for global growth

For most of the listed life of Car Group (ASX:CAR), it has been known after carsales.com.au; its original car classifieds site in Australia. It was founded in 1997 and now has over 200,000 new and used cars for sale, but the company has even bigger ambitions. But the company, a member of the ASX 50…

ByNick SundichJanuary 16, 2026

Is Betr Entertainment (ASX:BBT) a Buy After 24.5% Growth and Buyback?

Betr Entertainment jumps on strong growth and a major share buyback Betr Entertainment (ASX: BBT) closed at A$0.26 on Thursday, representing strong gains for the week after announcing quarterly numbers that got the market excited. The digital betting company grew turnover by 24.5% and revealed plans to buy back up to 10% of its shares.…

ByUjjwal MaheshwariJanuary 16, 2026

QBE Insurance Group (ASX:QBE): Is this the 4-decade long Sydney Swans sponsor the ASX insurer to buy?

If you're a fan of sport, you'd know that QBE Insurance Group (ASX:QBE) have been a sponsor of the Sydney Swans for over 40 years - one of the longest-running sponsorships in global sport. One not knowing anything else about the company would have to assume it must be doing something right to survive as long…

ByNick SundichJanuary 15, 2026

the Kick-ass Multipurpose WordPress Theme

Consumer

JB Hi-Fi Earnings: Good Results and AI Optimism Spark a 12% Re Rate!

Here are some ASX stocks that will benefit from a higher AUD, and stocks that will lose

Home Depot (NYSE:HD): Its fate is in the hands of the next Federal Reserve interest rate move

Corporate Travel Management (ASX:CTD): Jamie Pherous is gone, but CTD has its work cut out, to resume trading & get its FY25 results released

Star Entertainment (ASX:SGR) Drops 16% Despite First EBITDA Profit in Quarters: Buy, Sell, or Wait?

GYG and Uber Eats have joined forces: Here’s why its a win-win deal and all investors should take note

Here’s why this airliner’s results should make investors in airline stocks reconsider their methodology forever

Car Group (ASX:CAR): Successful in Australia, but now going for global growth

Is Betr Entertainment (ASX:BBT) a Buy After 24.5% Growth and Buyback?

QBE Insurance Group (ASX:QBE): Is this the 4-decade long Sydney Swans sponsor the ASX insurer to buy?

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Consumer

Stocks in Spotlight

Add Your Heading Text Here