Analysis & Opinion

Healthcare Stocks Nearing Positive Earnings

When starry eyed newcomers to share market investing begin their due diligence process to find attractive stocks for their first portfolio holding, healthcare stocks are often at the top of the list. With global population ageing and healthcare demand increasing among all age groups, the sector has strong tailwinds propelling it forward. It does not…

Challenges for Australian listed companies

Rising prices, largely driven by the increasingly inflationary environment, are creating challenges for a range of Australian companies. Combined with the transition underway in the energy market, it adds up to a market that benefits from careful stock picking. Changes to the banking status quo The big four may need to be renamed. For so long,…

Buy Now Pay Later Providers Under a Microscope

Although the US market trails much of the world – especially Australia – in consumer adoption of what some believe to be a new and revolutionary approach to buying goods, the origins of the current Buy Now Pay Later (BNPL) mania can actually traced back to installment plans in the US as early as the…

Gold mining stocks’ futures ride

The gold miners’ stocks continue to vex contrarian traders, toying with herd psychology. They blasted higher to a key technical breakout in early November, building bullishness. But that was soon dashed on the rocks as they plunged into late November, fueling bearishness. While such schizophrenic action seems capricious, it is all driven by how gold-futures…

What the NFT is the metaverse?

The touted ‘embodied internet’ might take a while to arrive and could underwhelm, even with Big Tech support. Non-fungible tokens, or NFTs, are ownership proof on blockchain technology of the original version of something digital, be that art, characters, tweets, videos or something else. People are paying millions for an exclusive claim on unique digital…

Hidden Gems in Investor Presentations

One of Australia’s independent financial news websites, the Finance News Network (FNN) regularly partners with wealth manager Shaw and Partners to sponsor investor presentation events. The events, now online due to COVID 19, allow CEO’s of up and coming companies the opportunity to present their case to interested investors. Attendees have the opportunity to question…

Sorting through ASX Agriculture Stocks

Long term investors are often on the lookout for stocks that stand to benefit from emerging global trends. Few would deny that given the burgeoning demand for more and better food, agriculture qualifies as a megatrend. The world’s population is growing and the rapid expansion of the middle classes around the world are propelling the…

Green hydrogen is central to plans to achieve net zero

A cost disadvantage needs to be overcome first. The US has launched a ‘hydrogen shot’ known as ‘111’ for one dollar for one kilo in one decade. The UK intends to be the “Qatar of hydrogen”. Japan wants to be a “hydrogen society”. China, with 53 projects underway, is a “potential hydrogen giant” in a…

Residential Community Village Property Stocks Recovering

Property stocks were hit hard at the onset of the COVID 19 Pandemic but recovered quickly with most still rising. Stocks in the sector that offer lifestyle residential communities and holiday parks have outperformed all but one of the top five ASX listed property groups that specialise in commercial and retail properties with one also…

What is Bitcoin’s fundamental value?

As it hits new highs, there is no shortage of bold predictions about Bitcoin reaching US$100,000 or more. Often these are based on not much more than extrapolations by people with vested interests: the price has gone up a lot so it will keep going up. If it gets above its previous high, it must…