Morningstar Australia - Empowering Investor Success
stocks
Brambles shares fall on poor trading update
The shares had the largest one day fall in two years but our view remains unchanged.
stocks
Only 2.4% of companies deliver all net shareholder wealth
Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove active investing is rewarded?
stocks
Will earnings from these 10 AI stocks live up to the hype?
What to watch for in Q1 reports from Nvidia, Microsoft, Amazon, Broadcom, and more.
personal-finance
LICs vs ETFs
In a listener requested episode, we look at LICs vs ETFs, and why an investor may choose one over the other.
personal-finance
A checklist for valuing a share
Blindly basing investment decisions on target prices can lead to poor outcomes.
stocks
20 US stocks to buy and hold forever
Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.
Market valuation
- Undervalued
- Overvalued
Market movers
Name
|
Last price
|
% Change
|
|---|---|---|
| Imugene Ltd IMU | 0.09 | 0.00% |
| The Star Entertainment Group Ltd SGR | 0.42 | 0.00% |
| Red 5 Ltd RED | 0.43 | 2.30% |
| Beach Energy Ltd BPT | 1.60 | 0.31% |
| Telstra Group Ltd TLS | 3.69 | 0.27% |
| Zip Co Ltd ZIP | 1.22 | 3.83% |
| Sayona Mining Ltd SYA | 0.03 | 0.00% |
| South32 Ltd S32 | 3.32 | 1.48% |
| BWP Trust BWP | 3.52 | 0.00% |
| Base Resources Ltd BSE | 0.23 | 4.26% |
Compare Market Indices
Markets
Index
|
Last price
|
% Change
|
|---|---|---|
| All Ordinaries | 7,937.90 | 0.45% |
| CAC 40 | 8,105.78 | 0.81% |
| DAX 40 | 18,137.65 | 1.55% |
| Dow JONES (US) | 38,503.69 | 0.69% |
| FTSE 100 | 8,044.81 | 0.26% |
| HKSE | 16,828.93 | 1.92% |
| NASDAQ | 15,696.64 | 1.59% |
| Nikkei 225 | 37,552.16 | 0.30% |
| NZX 50 Index | 11,803.28 | -0.42% |
| S&P 500 | 5,070.55 | 1.20% |
| S&P/ASX 200 | 7,683.50 | 0.45% |
| SSE Composite Index | 3,021.98 | -0.74% |
Market Reports
Specialists
Mark Lamonica
Shani Jayamanne
James Gruber
Christine Benz
personal-finance
How to set an investment goal
Have you lost sight of the link between the way your portfolio is designed and the reasons you are investing in the first place?
personal-finance
How to define an investment strategy
Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
retirement
4 steps to calculate how much you need to retire
This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
stocks
11 ASX stocks offering great value right now
These high-quality companies are our top picks for investors wanting to boost their domestic exposure.
stocks
Our 4 top mining picks
Commodity prices supportive, some opportunities available; China’s modest economic growth weighs.
personal-finance
10 top ASX dividend shares
The ASX 200 is a concentrated index with 10 shares providing around 60% of the total index income. Our analysts weigh in on their future dividend prospects.
personal-finance
Introducing our investing course: Foundations of financial independence
An outline of the free course curriculum.
personal-finance
Foundations of financial independence Module 1: How to invest successfully
Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk.
personal-finance
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing
Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.
Investing in shares beginner's guide
Investing in shares for the first time? This step-by-step beginner's guide will show you the steps you need to take to invest in the share market.
Exchange Traded Funds (ETFs) Investing Guide
An Exchange Traded Fund is an investment fund that is traded on a stock exchange. This beginners guide will show you the steps to take to invest in ETFs.
Morningstar Guide to Fund Investing
Pooling funds with other investors allows you to access professional managers, who can put your money in hard-to-access asset classes, which in turn may also diversify your risk.
- Woodside Share Price: Is ASX: WDS Undervalued or Overvalued?
- Woolworths Share Price: Is ASX: WOW Undervalued or Overvalued?
- Fortescue Share Price: Is ASX: FMG Undervalued or Overvalued?
- National Australian Bank Share Price: Is ASX: NAB Undervalued or Overvalued?
- Qantas Share Price: Is ASX: QAN Undervalued or Overvalued?
- BHP Share Price: Is ASX: BHP Undervalued or Overvalued?
- Westpac Share Price: Is ASX:WBC Undervalued or Overvalued?
- Rio Tinto Share Price: Is ASX: RIO Undervalued or Overvalued?
- Santos Share Price: Is ASX: STO Undervalued or Overvalued?
Market Reports