Latest News & Analysis

personal-finance
Why I am an income investor
The critiques of dividend investing don’t hold up to scrutiny.
Why I am an income investor
Why I am an income investor
personal-finance
Foundations of financial independence Module 9: Course summary and conclusion

Foundations of financial independence Module 9: Course summary and conclusion

 A summary of the course from Shani Jayamanne and Mark LaMonica, CFA 
stocks
Goldman Sachs Earnings: Valuations remain stretched

Goldman Sachs Earnings: Valuations remain stretched

We raise our fair value estimate for Goldman Sachs stock.
etfs
Bronze rating for Aussie income ETF

Bronze rating for Aussie income ETF

Options-enhanced equity-income strategy built on a durable fundamental foundation.
personal-finance
The most important investment decision you’ll ever make

The most important investment decision you’ll ever make

A quiet force that shapes your long‑term wealth.
stocks
Major ASX listed miners overvalued

Major ASX listed miners overvalued

We’ve adjusted our fair values after updating our commodity price assumptions.
personal-finance
Foundations of financial independence Module 8: When to sell

Foundations of financial independence Module 8: When to sell

Investments are a means to an end. Mark LaMonica, CFA goes through the process of selling down your investments to fund your goals.
stocks
Undervalued ASX share with pathway to positive cash flow

Undervalued ASX share with pathway to positive cash flow

Higher sales and a new loan facility increase our conviction.
personal-finance
What you need to consider before making a financial gift

What you need to consider before making a financial gift

Consider tax, age pension entitlements, aged care, estate planning and family dynamics.
stocks
Taiwan Semiconductor earnings: Buoyant guidance backed by voracious AI demand

Taiwan Semiconductor earnings: Buoyant guidance backed by voracious AI demand

We’ve raised our fair value estimate of Taiwan Semiconductor stock.
stocks
Ahead of earnings, is Netflix  a buy, a sell, or fairly valued?

Ahead of earnings, is Netflix a buy, a sell, or fairly valued?

Watching sales growth and the potential for a major acquisition, here’s what we think of Netflix stock.
personal-finance
Unconventional wisdom: Investing in the age of passive: Market evolution or looming disaster?

Unconventional wisdom: Investing in the age of passive: Market evolution or looming disaster?

Assessing the claims of passive investing critics.
personal-finance
How to position your portfolio after 2025’s everything rally

How to position your portfolio after 2025’s everything rally

Investors are facing a shifting global landscape.
stocks
Lower fair value on ASX best idea

Lower fair value on ASX best idea

Shares are still undervalued despite drop in profit margins.
etfs
Solid ETF for concentrated Aussie equity exposure

Solid ETF for concentrated Aussie equity exposure

This active ETF earns a bronze rating from our analysts.
personal-finance
Foundations of financial independence Module 7: Monitoring and maintaining your portfolio

Foundations of financial independence Module 7: Monitoring and maintaining your portfolio

Mark LaMonica, CFA goes through the steps to monitor and maintain your portfolio so you are still on track to achieve your goals. 
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