Investing

Investment analysis, share recommendations, and market insights.

Premium

Two good-value gold miners

The price of gold surged 34% last year and is already 9% higher this year, having notched a fresh record high of US$2,866.20 an ounce last month, making this a wonderful operating environment for gold miners. But investors have realised this, and most goldminers have been bid up by the share market to very full prices. But here are two ASX-listed miners where the analysts’ consensus price target implies that there’s still good value to be found.

James Dunn · February 10, 2025
Premium

Two ways to play this tariff-fuelled market volatility

This tariff-fuelled market volatility presents an opportunity for long-term investors. I’d use any period of extended volatility to buy into market weakness, capitalise on lower asset prices, and add to portfolio exposures. Here are two ways I’d play this.

Tony Featherstone · February 6, 2025
Premium

Making money out of Trump’s tariff war

Playing Donald Trump’s tariffs involves calculating the risk of just how serious a trade war might become. Here are a few ways to play the tariff world of 2025 and beyond.

Peter Switzer · February 3, 2025
Premium

Portfolios show solid gains as market hits a record high

Led by a buoyant Wall Street, the Australian share market hit a record high at the end of January. Our model portfolios followed suit and recorded solid gains for the month. In this article, we look at how they have performed so far in 2025.

Paul Rickard · February 3, 2025
Premium

“HOT” stock: ResMed (RMD)

In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk at Morgan’s explains why he regards ResMed (RMD) as an ADD to an investor’s portfolio.

Maureen Jordan · February 3, 2025
Premium

Best of the top 20 stocks

Is there value in the S&P/ASX 20 right now? Here’s a look at four ‘buy’ prospects from the ASX’s top echelon: Telstra, Rio Tinto, BHP and CSL.

James Dunn · February 3, 2025
Premium

Two top picks for 2025

While it’s hard to identify stocks I want to buy in this ‘expensive’ market, here are two suggestions, for different reasons and different objectives – yield and growth.

Paul Rickard · January 30, 2025
Premium

Two options for listed property

Always looking for sensible contrarian investments, Toney Featherstone pinpoints two ways to get exposure to data centres, office, retail and other assets, at a time when falling interest rates and pressure for workers to go back to the office might be game changing pluses for this sectors’ stocks.

Tony Featherstone · January 30, 2025

You don't have credit card details available. You will be redirected to update payment method page. Click OK to continue.