ASX Stock Picks

Are these exploration stage stocks for punters only?

Back in 2010 BHP Billiton Ltd (BHP) made news for its attempts to broaden its already diverse base of resource assets by acquiring Canada’s Potash Corporation (TSX:POT), the world’s leading producer of potash at that time. BHP was eager to get a foothold in an agricultural sector exploding with demand for more and better food…

Three childcare stocks to watch

A new childcare centre near my house has apparently been swamped by demand. Getting quality child-minding, at an affordable price, is becoming an even bigger issue – and positive trend for companies that provide such services or those who own the properties. Business forecaster IBISWorld says the Australian childcare services industry grew a staggering annualised…

Bellamys, Blackmores, a2Milk – Time to Buy, Hold, or Walk Away

A little more than a decade ago a Tasmanian family started a company catering to the needs of babies, infants, and toddlers with organic infant formula and food products.  The company, Bellamy’s Australia (BAL) went public on the ASX on 4 August of 2013 with an issue price of $1.00 per share.  The stock opened…

3 mid-cap and small-cap takeover targets

Recent deals suggest more M&A is on the way – but focus on company quality first. A recurring frustration this year has been a lack of corporate risk taking and deal doing. Boards, it seems, have been happier for companies to give more earnings back to shareholders as dividends or launch share buybacks. Could that…

Sports-related companies to watch

Let me say upfront: writing about shares is a little tougher this week. There’s too much sport ahead. Mouth-watering football grand finals, the Spring Racing Carnival, then test cricket and the booming Big Bash T20 cricket. What’s a sports tragic to do? Daydreaming about the NRL and AFL finals this weekend and why my teams…

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…

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…

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…

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…

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…