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Orica $ORI has guided to only a slightly better first half, dragged down by its primary explosives business, but strong growth in other businesses leave brokers unanimously positive buff.ly/gHpiVbB #investing #ORI #equities #stocks

Interim results were well received against a backdrop of multiple moving parts and changes, while WiseTech's $WTC growth and strategy update has boosted analysts' confidence buff.ly/e4g5aNs #investing #XJO #equities #stocks

NextDC's $NXT latest results positively surprised with records set as the data centres operator continues to capture the massive AI-tailwinds of infrastructure demand and investment buff.ly/JQhr7f3 #investing #XJO #equities #stocks

While ARB Corp's $ARB near-term outlook disappointed with interim results, analysts continue to eye structural industry tailwinds and the US expansion opportunity buff.ly/XuYuOvt #investing #XJO #equities #stocks

Liontown Resources’ $LTR interim result highlights scaling production with operational performance tracking ramp-up expectations buff.ly/4erxGNZ #investing #XJO #equities #stocks

As gold prices hit record highs, Northern Star $NST has delivered yet another downgrade, leading brokers to question management, and the share price to tank buff.ly/TLvgnow #investing #gold #XJO #equities #stocks

Strategic importance of rare earths; rising thermal coal and aluminium price forecasts due to Middle East conflict; RBC Capital materially raises forecasts for gold, copper and lithium buff.ly/3vxMaQ1 #INVESTING #XJO #equities #stocks

Oil-driven inflation, geopolitical uncertainty, central bank buying and selling and logistical issues in the Middle East will all influence the price of gold in 2026 buff.ly/AMRsS14 #gold #investing #XJO #stocks #equities

FNArena is looking for a journalist (part-time, freelance), for regular contributions to our published content, which is focused on Australian equities, incl commodities, and broker research reports. For more info: editor@fnarena.com

Video: FNArena Editor talks DigiCo Infra REIT, Karon Energy and Australian Ethical Investment $DGT $KAR $AEF buff.ly/woGeTSa #stocksinfocus #XJO #equities #investing

"$IPD Group is seen emerging as a standout small-cap growth story" @FNArena $IPG Platinum Add-On Bolsters IPD Group's Outlook fnarena.com/index.php/2026…

The FNArena Editor discusses some of the moves in stockbroker ratings last week, including Computershare, Endeavour Group and The Lottery Corp buff.ly/zw0sWL0 $CPU $MQG $EDV $TLC

A lot has been said and written about today's similarities with 1999. But there are multiple key differences too bit.ly/4sNKZTz #investing #equities #stocks #XJO @fnarena #allweatherman

The price of silver has almost literally exploded in 2025. Have solid fundamentals gradually been replaced by herd euphoria? buff.ly/fD4Ohu2 #silver #gold #preciousmetals #investing #XJO #equity #equities #stocks

Renewables are reshaping Australia's industrial landscape, but they are not a uniform investment proposition buff.ly/67muMm9 #investing #equities #stocksinfocus #XJO #equity #renewables #energy

Ongoing AI development is creating a supply shock that simply cannot be circumvented or avoided in 2026, GenInnov CEO Nilesh Jasani explains buff.ly/OYX5Say #AI #investing #stocks #equities #XJO #equity

Warren Buffett: "You don't want to buy things that are cheap. You want to buy things that are good. It's much better to buy something that's good at a fair price than something that is cheap at a bargain price."

What if Warren Buffett would have bought ten stocks in the 1950’s, held onto them, and they all turned out to be monster winners? Like Moses coming down from the mountain with ten stocks carved in stone tablets. Isn’t this what we really want our stock picking heroes to look like? A few decisions. 10 for 10. All winners. Perfection. His results were still spectacular. It just took some portfolio turnover. In 1988, Warren Buffett famously said, “Our favorite holding period is forever.” Some people took the statement literally, meaning every stock he buys will be held forever. Most of us that are true students of stock picking knew what he meant. His intention is to find stocks he can hold forever, but reality is much different. He finally got sick of people misrepresenting what he said, and in 2016 responded, “Sometimes the comments of shareholders or media imply that we will own certain stocks “forever.” It is true that we own some stocks that I have no intention of selling for as far as the eye can see (and we’re talking 20/20 vision). But we have made no commitment that Berkshire will hold any of its marketable securities forever.” Intentions are important in life and in stocks. Here is the difference between trading and investing: Investing - your intention with every purchase is to hold. Trading - your intention with every purchase is to sell. Over the past 50+ years Buffett has owned hundreds of stocks in Berkshire’s public stock portfolio. He sold most of them very quickly. In fact, of the 230 stocks he owned between 1980 and 2010, 60% were sold in less than a year. He’s owned many for a few years. He’s owned <5% for 15+ years. His intentions were to hold forever, but the business or macro situation changed so he sold. He still made money on many of them. This proves what we know to be true but don’t like to admit. All stocks have a different shelf life. microcapclub.com/shelf-life/

The collapse of Shield and First Guardian Master Funds has triggered one of ASIC's largest investigations, marking a definitive shift in enforcement strategy that targets the entire financial product supply chain buff.ly/4Hh8eyu #XJO #investing #equities #stocksinfocus

The new Rio Tinto CEO’s updated targets for earnings, volumes, costs and capex have been met with mixed responses from analysts $RIO buff.ly/Xhz4UfQ #equity #equities #XJO #investing #stockinfocus