This Month
The Aussie stock picks that made this fund a top 10
Platypus Asset Management’s Prasad Patkar names Reece among the $5 billion money manager’s key investment calls. But he’s wary of BHP’s big M&A bet.
- Sarah Jones
Why Rio Tinto is worth more than its $130 price tag
Maple-Brown Abbott’s Emma Pringle is betting the iron ore giant’s share price has more room to run. She’s also bullish on Healius despite a shaky 12 months.
- Joanne Tran
This fundie says Visa’s shares are a ‘jaw-dropping’ buy
Aoris Investment Management’s Alfred Tadros says investors have missed a trick on the US payments giant and explains why Microsoft is the only magnificent seven stock to own.
- Joanne Tran
April
This fundie says CSL is a $500 stock
ECP Asset Management’s Sam Byrnes expects the blood plasma collector’s return on capital to substantially improve and remains bullish on IDP Education even though its share price has tumbled this year.
- Joanne Tran
This fundie says Visa trumps Mastercard – and it’s cheaper
Claremont Global’s Bob Desmond thinks the market is too conservative on the global payments company, and is confident that Microsoft has AI upside.
- Joanne Tran
Why Paradice is backing Seven Group’s bid for Boral
Mid-cap investor Jovana Gagic says Kerry Stokes’ conglomerate has a good track record in buying controlling stakes, and reveals why she’s bullish on Orica and Pro Medicus.
- Joanne Tran
Breakout in gold is making Ramelius cheap, says Tribeca
Small caps fund manager Simon Brown explains why investors should be buying the WA gold miner, and why he’s standing by Kelsian after a tough earnings season.
- Joanne Tran
March
Why this fundie is bullish on India and its largest private bank
Stewart Investors’ Sujaya Desai says the market is too conservative about HDFC Bank and names another of her favourite stocks – all the way from Brazil.
- Joanne Tran
Why investors should take another look at Alibaba and China
abrdn portfolio manager James Thom says the Chinese sharemarket is oversold, is excited about India and reveals where is betting on AI in emerging markets.
- Joanne Tran
Why the 70pc surge in Life360 has further to run
ICE Investor’s fund manager, Mason Willoughby-Thomas, shares why he likes the family tracking device and why the market is too conservative on Ooh!Media.
- Joanne Tran
CBA needs growth to justify $119 price tag, says Fidelity
Fund manager Casey McLean believes Commonwealth Bank deserves to trade at a premium to its rivals and names a biotech stock flying under the radar.
- Joanne Tran
February
Why Scentre Group’s the only property stock on the ASX worth owning
Quay Global Investors’ Justin Blaess tells why he likes Westfield’s owner, office occupancy rates and his takeaways from the recent earnings season.
- Joanne Tran
Here’s a drug stock that Talaria tips could jump 35 per cent
Global investor Chad Padowitz thinks the market is too conservative on Swiss giant Roche and points to cracks in the US earnings season.
- Joanne Tran
Hedge fund Munro says Nvidia, Microsoft have more to run
Kieran Moore says the Magnificent Seven are not too expensive and that Tex-Mex fast-food retailer Chipotle will be hot over the next five years.
- Joanne Tran
Not much needs to go right for retailers to jump: Bennelong
Fund manager Doug Macphillamy is keeping a close eye on the out of favour consumer sector this reporting season and names an auto parts business that he thinks is cheap.
- Joanne Tran
Schroders sticks with South32 after metals rout
Portfolio manager Adam Alexander says the market is too conservative on the miner and shares why the fund bought into winemaker Treasury Wine Estates.
- Joanne Tran
January
Small caps are at an ‘inflection point’: Maple Brown-Abbott
Fund manager Phillip Hudak is feeling good about the upcoming reporting season for small companies and shares why he’s expecting gold miners to make a comeback.
- Joanne Tran
Why the market has got it wrong on News Corp
Prime Value Asset Management portfolio manager Mike Younger explains why Rupert Murdoch’s media conglomerate is cheap and what he’ll look for this reporting season.
- Joanne Tran
Why this fundie is backing ACL, Ramsay and Dexus
Ethical Partners’ Nathan Parkin says the best opportunities for investors will be in the smaller end of the sharemarket in 2024.
- Sarah Jones
December 2023
The best US stocks aren’t the Magnificent Seven, says Firetrail
Anthony Doyle says blue-chip tech stocks are starting to look overly expensive and shares why he recently bought into a Finnish forest products company. He also expects rates to fall in Q1.
- Joanne Tran