Baby Formula Stocks to Watch
An October 2015 article in the venerable Wall Street Journal (WSJ) entitled Investors Pile into Baby Formula Stocks, noted as a catalyst the Chinese Government’s decision to abandon its one-child policy. However, the authors cautioned that the gains may not be sustainable, and they proved to be accurate in their prediction.Early ASX beneficiaries of the stampede included…
The Only Thing Certain About Investing Is Uncertainty
Donald Rumsfeld famously called them ‘known-unknowns’ – things we sense are important but don’t fully understand and cannot predict. Bob Dylan put it well, too, when he sneered ‘there’s something going on here, but you don’t know what it is, do you, Mr Jones’. Both point to the investor’s greatest challenge, the absence of a…
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…
Indicator Overload – How Many Are Too Many?
By Vito Henjoto, Technical Analyst, GFT When it comes to technical analysis, the range of indicators available means there’s bound to be one to suit every trader. While this is true, most traders unfortunately take this to mean that more is better, which is not often the case. Technical traders are generally divided into two…
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;…
2018 ASX 200 Winners and Losers
Twice a year Aussie investors are treated to summary listings of the best and worst performing stocks on the ASX; first for the fiscal year ending on 30 June and again for the calendar year ending on 31 December.The following table from the 10 January digital edition of The West Australian lists the best and…
Beware The Bear Market
Stock markets are forever cyclical, an endless series of alternating bulls and bears. And after one of the greatest bulls in US history, odds are a young bear is now gathering steam. It is being fueled by record Fed tightening, bubble valuations, trade wars, and mounting political turmoil. Bears are dangerous events driving catastrophic losses for…
WAAAX Stocks — Buy or Stay Away
Not to be outdone by the Yanks, the Australian investment community adopted its own acronym for the hottest of our hot tech stocks, WAAAX, composed of: • Wisetech Global (WTC);• Afterpay Touch Group (APT)• Altium Limited (ALU);• Appen Limited (APX);• Xero Limited (XRO). Since the US stock markets have a strong influence on world markets,…
