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Large Caps

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

Xero and Anthropic announce a partnership! It looks like a win-win, but does it reek of desperation amidst investor panic over AI?

Xero and Anthropic have just unveiled a strategic partnership. The press release this morning did what all press releases of this kind would do: frame it as a win win for both sides...but of course few deals truly turn out like that. In the short-term, Xero will be the winner because investors worried it'll go…

ByNick SundichMarch 27, 2026

5 ASX Stocks That Are Discretionary More Than Ever And Feeling The Squeeze, And 5 ASX Stocks That Aren’t!

Consumer-focused ASX Stocks that are discretionary are more than ever in an environment where elevated interest rates, inflation and mortgage repayments are reshaping household spending patterns. The underlying economic logic is straightforward: when real incomes are squeezed, consumers prioritise essentials such as food, utilities and healthcare, while postponing or trading down on non-essential purchases. Data across…

ByNick SundichMarch 26, 2026

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…

ByNick SundichMarch 25, 2026

Austal (ASX:ASB): Building war ships in Donald Trump’s America

Austal (ASX:ASB) is a good option for investors wanting a stock that'll be a beneficiary of Trump's 'Made in America' ambitions, because Austal makes things in America. Plus, it makes ships in and for Australia too. This author last wrote about the company this time last year when the threat of tariffs were wreaking havoc…

ByNick SundichMarch 19, 2026

Amcor (ASX:AMC): This Packaging Giant Is Under Pressure, But Is the Yield Worth the Wait?

Amcor (ASX:AMC) is celebrating its 100th anniversary later this year, but it would seem there's little else to celebrate right now. Perhaps the dividend yield, but of course the high yield is more because of the lower share price than because of the higher dividend. It is true that few names on the ASX carry the…

ByNick SundichMarch 17, 2026

Washington H. Soul Pattinson and Co (ASX:SOL): Australia’s closest comparable company to Berkshire Hathaway

There can only be one Berkshire Hathaway, but the closest company to it is Washington H. Soul Pattinson and Co (ASX:SOL). Sure, there are investment houses out there, but few lack the track record and history of this company. Last year, however, saw one of its boldest moves in decades in merging with Brickworks (ASX:BKW).…

ByNick SundichMarch 9, 2026

Seek (ASX:SEK): Down >30% in 2026, but it’s directors think its got upside

Online employment marketplace Seek ( ASX:SEK ) may be formally categorised as ‘Media and Entertainment’ by the ASX, although it is difficult to argue that this company is not a tech company. Two years ago, it seemed to be in the right place at the right time given the state…

ByNick SundichFebruary 26, 2026

Does your stock suffer from governance issues? Here are 10 hidden red flags!

No investor would invest in a company with governance issues, but it can be difficult to spot red flags. That is why we decided to write this article - to help investors determine them. Because we have seen these happen so many times over the years in so many companies as red flags that there…

ByNick SundichFebruary 6, 2026

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Large Caps

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!

Xero and Anthropic announce a partnership! It looks like a win-win, but does it reek of desperation amidst investor panic over AI?

5 ASX Stocks That Are Discretionary More Than Ever And Feeling The Squeeze, And 5 ASX Stocks That Aren’t!

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

Austal (ASX:ASB): Building war ships in Donald Trump’s America

Amcor (ASX:AMC): This Packaging Giant Is Under Pressure, But Is the Yield Worth the Wait?

Washington H. Soul Pattinson and Co (ASX:SOL): Australia’s closest comparable company to Berkshire Hathaway

Seek (ASX:SEK): Down >30% in 2026, but it’s directors think its got upside

Does your stock suffer from governance issues? Here are 10 hidden red flags!

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Large Caps

Stocks in Spotlight

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