ASX Stock Picks

Bulletproof Defense Industry Stocks

On 4 March Australian investors breathed a sigh of relief after GDP (gross domestic product) topped expectations for the December Quarter with a reading of +0.5%. For the calendar year 2019 the GDP of 2.2% maintained the country’s stellar record of 28 years of consecutive economic growth. However, some economists are reminding us while we…

Oil and Gas Stocks – Buy or Stay Away

On the morning of the 13th day of February in the United States, the Dow Jones Industrial Average (DJIA) futures market implied a loss of more than 150 points at the market open. This after the US market setting new record highs less than 24 hours prior, reportedly driven by the “on-again off-again” status of…

Story Stocks in the Making

Why do many newcomers to share market investing seek the advice of history’s great investors and then ignore what they have to say? Two of the most successful investors in recent memory both shared the same belief: Stay away from businesses you can’t explain. Warren Buffet has earned the reputation of the Oracle of Omaha….

Are Aquaculture Stocks Worth the Risk?

On 30 August of 2019 micro-cap aquaculture producer Ocean Grown Abalone (OGA) surprised the market with Full Year 2019 Financial Results including a 16% rise in revenue and a stunning profit turnaround of $4,355,176 – rising from a 2018 loss of ($ 3,178,080) to a net profit after tax of $2,247,764 – a 171% shift….

Defence Stocks to Weather the Storm

On 6 December of 2018 newcomers to share market investing may have been exposed to the term “yield curve” for the first time. The article appearing in thebull.com.au entitled “The ‘curve’ that drives Wall Street crazy” pointed to the yield curve as a possible indicator of an economic recession on the horizon. The curve plots…

In Search of Recession Proof Stocks

On Wednesday the 14th of August in the US something not seen since 2007 shocked investors around the world. The yield curve between US Treasury 2 year and 10 year bonds inverted. This means the historical expectation of investors demanding higher yields for longer term holdings had shattered, albeit briefly, as the curve, or spread…

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…

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,…

Junior Gold Mining Stocks Poised To Surge

The junior gold miners’ stocks have spent recent months mostly languishing near major multi-year lows.  That spawned a sentiment wasteland riddled by bearishness and bereft of bids.  But these companies’ battered stock prices aren’t fundamentally righteous, as proven yet again by their latest earnings season.  Faring far better in a challenging third quarter than stock…

6 Stocks to Benefit from Technology Trends

Throughout history investors have benefited handsomely from getting onboard stgeloping trends that have the capability to transform the way things are done. Perhaps more so than in any other contemporary field, information technology has produced disruptive technologies at a dizzying pace. Over the past few years analyst firms like Deloitte, Accenture, and McKinsey have produced…