Bear of The Week – 3rd April 2011
Stock: Centro Properties Group Stock code: CNP Share Price: $0.061 (as at Friday 1st April, 2011) Broker sells: Calibre Investments (28/3/2011, share price was $0.063 that day) Chart: Share price over the year to 25/03/2011 versus ASX200 (XJO) On March 01, 2011 Centro Properties Group released details on its restructuring plan including selling its…
4 Healthcare stocks for punters
High-minded investors and analysts bristle with indignation at the suggestion that investing in a stock is little more than gambling. The term “punting” has historically referred to activities like race track gambling; but it has entered the investing lexicon as a means of separating seemingly foolish speculation akin to gambling from “true” investing. Taking a…
Experts weigh in on Fed hike: it was the right call, but will it work?
Editor’s note: The Federal Reserve’s policy-setting committee decided to raise its target interest rate – known as the Fed funds rate – for the first time in nine years. It increased the rate from a range of zero to 0.25% to a range of 0.25% to 0.5%. We asked a few of our experts –…
Beware of bullish bankers, their bubbles and the inevitable burst
Anjan V Thakor, Washington University in St Louis Something happens between the bubbles, bailouts, boom and bust cycles that we can’t afford to ignore, and it’s happening right now in the US and Europe. It’s a kind of collective amnesia that lulls investors into forgetting exactly what and who caused the last financial crisis. The…
Mining Services and Construction Stocks with Strong Earnings Growth Forecasts
Many investors seek safety with the service providers of the “hot” products or commodities of the moment. In the face of booming commodity prices in iron ore or oil, common sense suggests investing in a company that provides services for multiple miners and oil operators provides a level of diversification that suggests less risk. Conventional wisdom advises…
Lessons From The Resurrection Of The Iron Ore Miners
Fueled by the insatiable appetite of the Chinese Government to build, build, build; ASX iron ore miners led Australia on an unprecedented mining boom, with the price of iron ore eclipsing US$180 per tonne in early 2011. The price softened in 2012, leading to some opining the boom was about to end, with others in the…
Breville Innovates Its Way To International Success
I admire small Australian companies that take on global markets and succeed in industries where the odds are stacked against them. Companies that deliver good results over long periods, innovate and take risks, and usually prove the doubters wrong. Breville Group is an example. The kitchen appliances maker is one of Australia’s great small-cap companies. Breville’s…
A Contrarian View of a Battered Mining Industry
Newcomers to share market investing searching for “how to” advice quickly learn that most investing strategies have mirror opposites. Value investors follow the maxim, “buy low, sell high”. The opposite strategy is growth investing, where the maxim is “buy high, sell higher”. While some might call these trading strategies rather than longer focused investing strategies, trend…
Buying on the Dip
While stock price fluctuations are to be expected, during dire and even simply uncertain economic conditions the fluctuations can be wild, some bordering on the irrational. Such fluctuations often present buying opportunities for investors with an appetite for risk. In today’s market there exists ample opinion to support both a Bear outlook and a moderately…
Premium – How to Analyse Company Financials
For many investors financial analysis forms the foundation of their investment decision. In their minds, it is the essential component in the process of evaluating a company as a potential share market investment. By digging into the crown jewels of a company’s annual report -the income statement; the statement of comprehensive income; the balance sheet;…
