Top Stocks in the Infant Formula Sector
Some newcomers to investing heed the advice from experts to invest in mega-trends, forgetting to read the “fine print.” Their assumption may be that all stocks in a sector with strong tail winds generated by a mega-trend will benefit equally. A corollary to that assumption is the belief that latching on to the current “market…
In Search of the Next Appen Limited
Aussie investors have eagerly embraced Initial Public Offerings (IPO’s) in the past few years, especially in companies operating in “hot” sectors like technology. Unfortunately, many of these stocks see significant drops in share price following a hot start. One stock breaking that trend dramatically is Appen Limited (ASX), debuting on the ASX on 7 January…
Retirement Living Stocks on the Downslide
In 1982, American futurist John Naisbitt coined a term that found its way into the lexicon of investors worldwide – Megatrends. His book is entitled ‘Megatrends – Ten New Directions Transforming Our Lives’ and it didn’t take long for investing gurus to spot the potential of megatrends as a roadmap for buying stocks. Globalization was a…
ASX Out of Home Advertising Stocks – Buy or Stay Away?
Historians tell us humankind’s first venture into Out of the Home (OOH) Advertising can be traced back to billboards in use in ancient Egypt. The invention of the printing press propelled the industry with the availability of posters and handbills suitable for transmission to the masses. The digital age is now driving Out of Home…
Looking for Best of Breed in ASX Animal Health Stocks
Australians are no exception to the growing trend of consumers around the world spending more on their pets. We rank near the top of percentage pet ownership, with about 63% of Australians owning pets. We spend somewhere around $12 billion a year on a variety of pet care products and services, a reported 42% increase…
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…
