Tourism Stocks Under the Radar
Beginning on 1 November, a wave of domestic and international COVID 19 induced travel restrictions will begin fading away here in Australia, culminating as of this writing with Western Australia remaining as the only place in the country without a plan for opening borders by 23 December. The reopening has been expected and in anticipation…
Potential Trouble Spots with Mergers and Acquisitions
In mid-October, three ASX listed stocks announced upcoming acquisitions and a fourth announcing an upcoming merger. South32 (S32) is acquiring a 45% ownership stake in the Sierra Gorda copper mine in Chile, at a cost of USD$1.6 billion dollars. Aristocrat Leisure (ALL) is set to acquire UK based gambling software and content developer Playtech at…
Biotechs on the Move
No other sector better exemplifies the risk/reward inherent in share market investing than biotechnology/life sciences. The reward potential of a company successfully jumping through the substantial hurdles involved in securing regulatory approval for distribution to a sizable percentage of a population is immense. The road to final approval can be rocky with multiple ups on…
Travel Stocks Rising
Of all the business sectors crushed by the COVID 19 Pandemic, the travel sector was at the top of the list. As international and state borders here in Australia slammed shut, domestic and international air travel became virtually impossible. Lockdowns and “stay at home” provisions saw domestic travel grind to a halt. By November of…
Consumer Spending Research Bullish for eCommerce
It might seem like an eternity since the world began to heave a sigh of relief on 9 November of 2020 as global pharma giant Pfizer announced its COVID 19 vaccine candidate was found to be more than 90% effective in preventing COVID. At that time Australians could take some pride in the stellar performance…
Navigating the News
In much of the world it appears many finding themselves in “stay at home” environments looked to fill their time with more than digital entertainment. Market experts have noted a wave of new investors who turned their spare time to more productive use – investing in equity markets. Researchers tell us the trend was already…
Winners from the 2021 Diggers and Dealers Mining Forum
Since 1992, the unofficial gold mining capital of Australia – Kalgoorlie – has hosted an annual get together for the movers and shakers in the sector that moves the Australian economy – mining. The conference – the Diggers and Dealers Mining Forum – attracts a host of successful and promising “diggers” along with the “dealers”…
In Search of the Next Afterpay
Back in 2015 a new fintech (financial technology) startup launched a payment platform that would disrupt existing forms of consumer payments. The company was Afterpay and the platform allowing consumers to “buy now and pay later” led to the now ubiquitous acronym BNPL. Following its success in the Australian market the company launched in the…
WAAAX Stocks –Buy, Hold, or Stay Away
About four years ago someone in the investment community decided what Australian investors really needed was our own acronym consisting of heavy-hitting tech stocks, and so WAAAX came onto the scene. The earlier US counterpart – the FANG stocks – consisted of Facebook, Apple, Netflix, and Alphabet (Google). Our own WAAAX acronym includes Wisetech Global,…
The Competitive Landscape in the BNPL Sector
A 14 May article appearing on businessinsider.com.au seems visionary in light of this week’s relevant news on the BNPL Sector. The title was: “Buy now, pay later platforms face a day of reckoning, says Humm CEO Rebecca James” The article quotes the Humm CEO as saying “We are going to start to see – especially…
