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Charlie Aitken spoke to the Switzer Super Report this week and laid down his take on a better than expected earnings season and his ongoing confidence in the ma..
Companies reporting in this cycle will need to justify their often-elevated PE ratings with higher earnings growth, and not all will be up to the task.
The outlook for China, one of the biggest buyers of our metals, is slowing, but does that mean you should give up on companies that dig stuff out of the ground?..
In the last six months, some of the mining behemoths have done quite well, despite an overall negative view on the sector.
The brokers might prefer RIO, but we think BHP’s broader mix of commodities, its diversification strategy and history of delivering shareholder returns, makes..
Stocks in this unloved sector are not for the faint-hearted, but there is still value to be found – consider Monadelphous and Calibre Group - just make sure y..
