Latest Commentary




With so much going on in the market, it’s timely to have a look at the star performers. We also single out two contrarian plays of Pengana portfolio manager Rhett Kessler – Resmed and Seven.

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The big Australian mining companies have finally understood what their shareholders want – a better control of costs and more dividends or buybacks. Here’s why they are both in Charlie’s portfol..

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A casual observer might consider Australia’s largest listed travel operator’s nearly 2500 stores a capital liability, but a closer look reveals that this company is a significant retailing innovat..

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