As investors continue to look for clarity and stability in a volatile market — is it time to turn to resources? Join Market Matters as we mine through the sector in detail, highlighting the ideas, the ...

Question asked 07/06/2025 Ramsay Health Care Ltd (RHC) Hi James and Team (thanks as always for the great coverage and Q&A opportunity) I am wondering whether you could revisit your thoughts on Ramsay ...

Question asked 07/06/2025 POSSIBLE CGT AND DIVIDEND HIKE ON US INVESTMENTS "Trump's Big Beautiful Bill set to slug Australian stock investors with tax hikes which are set to lift tax on US dividend ...

The ASX 200 closed marginally lower on Thursday, surrendering early gains in a fairly lacklustre session, which at one stage was only ~0.6% from its February all-time high. The healthcare sector was ...

Hi Michael, For subscribers not familiar with Smart Parking (SPZ) its a $350mn Victorian-based business which is behind the easier parking we all enjoy today: Their sensors & cameras tell us if ...

Hi SB, Similar questions are being asked by many investors as CBA punches through the $300bn barrier. We actually touched on CBA in our Thursday Morning Report, saying; “If certainty in an uncertain ...

Hi Dario, AIC Mines Ltd (A1M) has been disappointing through 2025, its basically unchanged while Sandfire (SFR) is up ~27%; we own A1M in our Emerging Companies Portfolio and SFR in our Active Growth ...

Hi Peter, We have discussed OCC, a $315mn biotech a couple of times in 2025, delivering a favourable outlook on a space we rarely venture into.Slowly but surely OCC is moving in the right direction; ...

The ASX 200 closed marginally lower on Thursday, surrendering early gains in a fairly lacklustre session, which at one stage was only ~0.6% from its February all-time high. The healthcare sector was ...

Hi Debbie, A platform business (CAR) and two software businesses (RUL & WTC) exposed to mining and logistics. CAR & WTC are large caps, and reside in our Active Growth Portfolio whereas RUL is a ...

Question asked 07/06/2025 IREN Ltd (IREN US) & Afternoon Reports Hi MM, Two questions: 1) On 24.05.25, you wrote about US-listed IREN in your weekend report, concluding that: "This looks really ...

The ASX 200 closed marginally lower on Thursday, surrendering early gains in a fairly lacklustre session, which at one stage was only ~0.6% from its February all-time high. The healthcare sector was ...