This Month
This ASX biotech stock could be the next M&A target
Antares’ portfolio manager Andrew Hamilton says a key drug of Immutep has “enormous potential revenue”.
- Joanne Tran
November
Ignore the short sellers and buy this uranium stock: Tribeca
Portfolio manager Guy Keller is betting Donald Trump’s return to the White House will kick off a “new energy paradigm” and investment opportunity in nuclear.
- Joanne Tran
Why this fundie sold off his investments in renewables
American Century senior portfolio manager Trevor Gurwich says he is looking for trends that will benefit under a Trump administration.
- Joanne Tran
ASX property stocks are the ‘quiet achievers’, says SG Hiscock
Portfolio manager Grant Berry says residential developer Peet has the most near-term upside and opportunity abounds in the smaller end of the property sector.
- Joanne Tran
Fundie says this Corona brewer is primed to beat the market
Talaria Capital portfolio manager Hugh Selby-Smith is not phased by market volatility following the US election and says one Brazilian brewer is undervalued.
- Joanne Tran
October
This ASX uranium stock might be on the cusp of a short squeeze
Tribeca portfolio manager Todd Warren explains why he’s bullish on uranium and says stocks linked to the energy transitions are a steal.
- Joanne Tran
The ASX retailer on its way to becoming a category killer
ICE Investors’ Roger Walling says online furniture and homewares merchant Temple & Webster is the stock to watch in the hobbled discretionary sector.
- Joanne Tran
Why Jack Dorsey’s new plan for Block could see it re-rate
ECP’s Justin Warton says the US fintech is “too cheap” and explains why there is more money to be made in the smaller end of the sharemarket.
- Joanne Tran
Here’s one ‘interesting’ property stock flying under the radar
Prime Value’s Leanne Pan talks real estate, Telstra, and names one ASX-listed retailer that could surprise on the dividend front.
- Joanne Tran
Why CSL is the cheapest stock this fundie owns
Brad Clibborn at BAEP says Fisher & Paykel Healthcare surprised the most in reporting season, and outlines why he is bullish about the ASX’s plasma giant.
- Joanne Tran
September
Here’s one bank stock to own even with rate cuts coming
Ex-Magellan stock picker Vihari Ross names a US lender with the most near-term upside, says Amazon is still good value, and Hyundai is ripe for a re-rating.
- Joanne Tran
Here are some small caps that are ripe for a rally
LSN Capital’s Nick Sladen has made some good stock pics over the last few years including Zip, which has soared 300 per cent in 2024.
- Sarah Jones
Here’s a stock that’s doubled in value and has further to run
Tura Capital’s Oliver Attwater says there are huge returns to be made in global small and mid-cap stocks – if you know where to look. Like in appliances and commercial kitchens.
- Sarah Jones
This chip maker is still cheap despite rallying nearly 60pc this year
Pella Funds Management’s Jordan Cvetanovski says the market is too conservative on Taiwan Semiconductor, the leading producer of advanced chips for Apple and Nvidia.
- Joanne Tran
August
Why this beaten up beauty stock could pay off handsomely
Ex-Magellan stock-picker Kris Webster explains why he’s betting on a rebound in the US beauty industry and a stock that has slumped more than 30 per cent since March.
- Joanne Tran
Pengana tips this tiddler to grow into a ‘multibillion-dollar’ stock
Portfolio manager Jeremy Bendeich explains why he’s betting big on titanium, and explains the potential behind Brazilian Rare Earths.
- Updated
- Joanne Tran
Two hot stock picks flying under the radar of most investors
Firetrail’s small-cap manager Matthew Fist explains why one business is set to triple in size, and reveals another with a “mouth-watering” dividend yield.
- Joanne Tran
Here’s how this climate fund smashed the market
Munro Partners portfolio manager James Tsinidis talks about the power crunch in the US, how Nvidia can double its earnings and names a small cap that he thinks is too cheap.
- Joanne Tran
This is the world’s cheapest monopoly, according to Morgan Stanley
Portfolio manager Bruno Paulson explains why he bought shares in Chicago Mercantile Exchange and says the market is right to question returns on generative AI.
- Joanne Tran
July
Here are two ASX small caps that could be set for a re-rating
Naos’ Sebastian Evans likes to take big stakes in smaller companies. He’s now betting on disruption to strata management and a solution to the housing shortage.
- Joanne Tran
