earnings growth

Its long-term returns have been outstanding. Yet eroding fundamentals and today’s prohibitive valuation imply tomorrow’s mediocre return.

Could a rotation out of stocks into bonds be one of 2025’s surprises?

AI overhype fuels market highs and fears of a bubble. Discover why our top picks are poised for long-term growth.

In this episode, Tribeca's Jun Bei Liu and IML's Daniel Moore analyse five stocks with powerful earnings potential.

The WAM Capital investment team began our journey with a2 Milk, a New Zealand-founded dairy company in June 2015. Our initial investment in the company was at 52 cents...

EGL is approaching $10m in earnings and a $100m market cap, potentially attracting a new set of investors and institutions.

As 2024 unfolds, the spotlight shifts to four exceptional performers, promising an era of robust returns and strategic dominance.

Ray David discusses why James Hardie (JHX) has visionary characteristics and enduring qualities that are rare on the ASX.

The "Magnificent Seven," has accounted for a staggering 95% of market gains. Let's delve into the why and how and explore what lies ahead.

Tim Richardson examines the business models which are best positioned for earnings growth in a slowing economic environment.

When Robert Plant sat down to write the legendary rock song Stairway to Heaven 50 odd years ago, we’re pretty sure he didn’t have investing in mind. But it’s a...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...

Since mid-June there has been a powerful rally in global stock markets. The idea that the US Federal Reserve might have turned dovish combined with a US earnings...

2022 has continued to be challenging for global share markets with the MSCI World index set to post its weakest March quarter in over a decade. The drivers of this...

Johns Lyng Group (ASX: JLG) recently announced the acquisition of US insurance repair company, Reconstruction Experts. An acquisition by JLG was widely expected, but...

Last year was a tough year for global earnings. The pandemic shook up global markets, with large earnings drawdowns across the world. In particular, global small and...

It has been a tough 12 months for investing in quality, particularly for those who pay close attention to valuations. There has been a double-whammy from the...

Twenty-one years ago, at the beginning of the millennium, the ASX-20's top stocks were primarily financials and telcos. In the 21 years since, we've seen the top 20...

The idea that higher valuations necessitate more heroic assumptions, or lower future return expectations, to justify holding a position is an investing truism. But...

We believe those who view the exceptional profit upgrades from domestic consumer-related stocks over the last few months as being extremely short-term should consider...