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Large Caps

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

SGH (ASX:SGH): A $19bn family-owned industrial conglomerate with a strong outlook

15 months ago, the former Seven Group Holdings (ASX:SVW) changed its name to SGH (ASX:SGH). Companies change their names when they want investors to forget about a troubled past and/or to look for a brighter future. It was the latter that was the company's focus. Overall in the last 5 years, there has been more good…

ByNick SundichFebruary 4, 2026

James Hardie (ASX:JHX): They say when things are glum there’s worse to come, but here’s why shares are bucking the trend in 2026

James Hardie (ASX:JHX) is one of the companies many would struggle to have sympathy for. It had a tortured history with its asbestos products. It was struggling even before 2025 with high inflation and subdued demand from aspirant home renovators. And then there were the events of 2025 where JHX faced the uncertainty of tariffs. And…

ByNick SundichJanuary 28, 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

Liontown Resources (ASX:LTR): From riches to rags, now back to riches again? Here’s what 2026 holds

We've all heard the saying 'rags to riches' and when Liontown (ASX:LTR) found Kathleen Valley, it was the perfect illustration of what it means. Liontown (now known just as Liontown after dropping the 'Resources' part of its name) was just another small cap explorer, hoping to stumble across a major deposit and turning it into…

ByNick SundichJanuary 13, 2026

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Large Caps

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!

SGH (ASX:SGH): A $19bn family-owned industrial conglomerate with a strong outlook

James Hardie (ASX:JHX): They say when things are glum there’s worse to come, but here’s why shares are bucking the trend in 2026

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

Liontown Resources (ASX:LTR): From riches to rags, now back to riches again? Here’s what 2026 holds

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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