Analysis & Opinion

6 ASX BioTechs Trading on the NASDAQ

Biotechnology Company Mesoblast Limited (MSB) once appeared to have earned the status of ASX market darling based on the promise of its adult stem cell therapy research and development.  Despite having multiple treatments in late stage clinical trials, Australian investors began to grow weary of progress at what one might deem to be a snail’s…

Diversification v Concentration: A tortoise and hare story

Concentrate your investments to make and lose a lot of money The following recent Twitter exchange was the catalyst for this article: #FOTO:306864661:300# The initial tweet above is a quote from Jim Rogers, a well known US investment commentator, who believes he can reliably pick investment winners and time investment markets, despite robust academic research…

Investing Opportunities from the Internet of Things

It was 2010 when San Francisco entrepreneurs launched a revolutionary ride-sharing service called Uber. Today Uber’s is reportedly worth more than $50 billion dollars.  At its core Uber is nothing more than a smartphone application, or “app”, that connects riders with drivers and manages the billing process seamlessly. Ten years ago who would have dreamed…

Cracking the happiness code

Imagine holding in your hand a winning lottery ticket of $1 million. This is the ticket that will empower you to live out your dreams. You will be able to buy and do whatever you please. Life will be happy forever after. Or not? The quest for happiness reminds me of that song, “Somewhere Over…

Looking for Safety in Blue-Chip Dividend Stocks

Newcomers to stock market investing are sure to uncover the sage investing advice that dividend paying stocks offer a measure of protection in troubled times.  There is no question the equity markets are wildly volatile at present and the road is likely to remain rocky for an unforeseeable time.  Is there any truth within this…

Fitness-related stocks for the long run

On a recent trip to Sydney I was pleasantly surprised by the number of healthy food outlets that have sprung up in the CBD and at the airport. A popular CBD food court that used to have mostly Chinese takeaways and burger joints has been overtaken by trendy salad bars. Later that day, a financial…

Investor Signposts: Week Beginning December 21 2015

Savanth Sebastian – Economist – CommSec The final countdown ·       The cupboard is largely bare in terms of key domestic economic indicators or events until January 4. Still, the private sector credit or lending figures are released on New Year’s Eve. ·       In terms of private sector credit, lending…

How 1.5 became the most important number at the Paris climate talks

One of the final obstacles in the way of a binding agreement at the Paris climate talks comes down to a simple number: 1.5. Limiting warming to a 1.5? temperature rise above pre-industrial levels is one of three potential targets on the table as negotiations approach the crucial final days. The other options are a…

5 ASX Tech Stocks with Potentially Disruptive Technologies

In 1997 a Harvard Business School professor introduced a concept that quickly reached buzzword status – disruptive technology.  The term has taken on many meanings over the years, but at its core a disruptive technology is one that changes the way businesses operate. While some view “disruption” as potentially destroying certain businesses, anything introduced by…

Six stocks with pricing power in a deflationary world

Economists are struggling to explain why economic growth in developed nations has remained persistently weak since the 2008-09 Global Financial Crisis, despite record-low interest rates and strong asset-price inflation in some markets. Some argue monetary policy is losing its potency. Others say excessive debt, higher now than before the GFC, is weighing on consumer demand…