Animal Health and Services Stocks on the ASX
In the midst of the Pandemic, a 16 July 2020 article appearing on finder.com.au dubbed 2020 as the “Year of the Pet.” Australians are among the most pet-loving people in the world, ranking third in pet ownership. Finder is a free research site providing access to resources that help users navigate a wide…
Markets at an inflection point
Investors who decided to “sell in May and go away” were left disappointed as May 2021 saw global equities rally 1.4% and Australian equities rally almost 2% over the month in local currency terms. Over the past 70 years the May to October period has usually been the worst 6-month period for returns but more…
Reducing Risk in the Search for Healthcare Ten Baggers
Peter Lynch was one of the most successful fund managers of all time. He wrote three best selling books on investing and a phrase introduced in the book One Up on Wall Street seems a timely topic – “ten bagger.” Since the onset of the pandemic an already accelerating trend caught fire – young newcomers…
Silver stocks: What investors need to know
The silver miners’ stocks have mostly been consolidating high since last summer. While they’ve enjoyed some sharp rallies, those have been within that sideways-grind trend. That lack of overall upside progress has left this tiny contrarian sector out of favor, with apathy reigning. But as their recently-reported Q1’21 operating and financial results revealed, silver stocks’…
An Education IPO to Watch
It may come as a surprise to some resource focused investors to learn one of Australia’s top ten export commodities is international education related services. At first glance one wonders how something that never leaves the country can qualify as an export. The explanation is an export is anything made in a country that is…
Junior Iron Ore Miners on Fire
On 12 December of 2014, the price of iron ore hit a five year low, prompting the head of BHP Groups iron ore mining operation to declare it unlikely the iron ore price would again see $100 per tonne. Doomsday prophecies gone wrong delight those skeptical of the claims, and this prophecy has to be…
Crypto and the power of social media
Elon Musk has replaced Donald Trump as the world’s most influential tweeter. Whatever you think of the controversial Tesla boss, you can’t ignore him any more than you could the former President. Last week’s Twitter bomb saw Musk pull an abrupt U-turn on Tesla’s highly public support only three months ago for bitcoin, suspending plans…
Is it Time to Buy the Uranium Miners?
With the disastrous failure of a nuclear power plant at Chernobyl in the Ukraine fading into memory, nuclear power as a source of clean electricity generation seemed poised for a comeback going into 2011. The price of uranium was on an upward roll. The following price movement chart is from the World Nuclear Association. In…
Why middle-aged entrepreneurs do better
Bill Gates was 21 when he and Paul Allen registered Microsoft. Steve Jobs was 22 when he and Steve Wozniak launched Apple. Mark Zuckerberg started Facebook in his Harvard dormitory. The biographies of these tech billionaires who achieved great success in their twenties has helped cement the perception that entrepreneurship is a young person’s game….
Due Diligence – Fundamentals and Beyond
The ASX Australian Investor Study 2020 corroborated a trend noted on multiple financial websites in the last several months. The COVID 19 Pandemic seems to have fueled further increases in new investors. The latest study highlights some surprising trends, among them the following: The increase in new investors over the last few years has seen…
