Analysis & Opinion

Two ASX Stocks to Benefit from Water as the New Oil

In the not too distant past oil was acknowledged to be the threat with the potential for having the greatest negative impact on global economies and populations, but no more.  Water scarcity has vaulted to the top of the list, according to the latest Global Risk Report from the World Economic Forum.New technologies have uncovered…

Could A Lithium Shortage De-Rail The Electric Car Boom?

We\’ve gone electric, and there\’s no going back at this point. Lithium is our new fuel, but like fossil fuels, the reserves we\’re currently tapping into are finite-and that\’s what investors can take to the bank. You may think lithium got too popular too fast. You may suspect electric vehicles are too much buzz and…

Tracking the Metcash Turnaround Plan

Everybody loves a bargain.  In share market investing the thrill of plucking a beaten down stock from the bottom and watching the share price eventually begin to rise is hard to match.  Unfortunately the thrill may never materialize as the seemingly ridiculously low share price keeps getting lower.  How then does an ordinary retail investor…

The curious incentives and consequences of negative gearing

Negative gearing was one of the federal election campaign’s fiercest battlegrounds.While the Labor opposition claimed that the major beneficiaries of the tax policy were almost all in the very highest earnings bracket, the Coalition attacked any proposed changes, saying they would “smash” house prices and unfairly punish “mum and dad investors”.The fact is, negative gearing…

Understanding global debt and what it means for investing

In brief• The word “debt” is often thought of in a negative context, but the usefulness of debt can actually be placed on a spectrum.• While a healthy amount of debt creation is necessary to support economic expansion, too much debt can drag on growth and/or cause financial distress.• Global debt levels have been elevated…

ASX Cattle and Beef Stocks that Might be Worth the Risk

Australia has long been hailed as the “food bowl” of Asia.  Despite this belief, investors have historically been somewhat skeptical about taking the plunge into this cyclical sector, which is subject to the mother of all uncertainties – weather. On 17 June of 2015 the long awaited China-Australia Free Trade Agreement (ChAFTA) was signed, piquing investor…

Wealth and poverty in Australia

Helen Westerman and Wes Mountain The Household, Income and Labour Dynamics in Australia (HILDA) Survey, which started in 2001, collects information on Australian households, focusing on economic and subjective well-being, labour market dynamics and family dynamics. The infographic below charts the changes in wealth and poverty of Australian households over the 15-year history of the…

Boring Stocks Can Pay Off in the Long Run

With visions of getting rich fast, many investors seek out ‘hot’ stocks, despite the risk.  Some experts call this the “lottery effect” – going for the big win despite small odds of the “ticket” actually paying off.Biotechnology Stocks in search of treatments for high profile diseases can find their way into the heap of discarded…

4 Retirement Living Stocks Benefiting from Long Term Trends

The beginnings of baby boom retirement along with increased life spans are statistical realities.  This is an unquestioned long term trend.  One would assume seniors downsizing to smaller living accommodations is another long term trend.  However, there are dissenting voices on this issue.  In 2011 the Australian Housing and Urban Research Institute released the results…

Geospatial Mapping Companies on the ASX

In 1858 a French photographer perched in a hot air balloon took the first aerial photograph the world had ever seen.  Despite the limitations posed by clumsy photographic equipment the enormous potential for aerial photographs started a cycle of development leading to contemporary orbiting satellites recording images of the earth from the stars. However, even…