Reducing Risk in the Search for Healthcare Ten Baggers
Peter Lynch was one of the most successful fund managers of all time. He wrote three best selling books on investing and a phrase introduced in the book One Up on Wall Street seems a timely topic – “ten bagger.” Since the onset of the pandemic an already accelerating trend caught fire – young newcomers…
An Education IPO to Watch
It may come as a surprise to some resource focused investors to learn one of Australia’s top ten export commodities is international education related services. At first glance one wonders how something that never leaves the country can qualify as an export. The explanation is an export is anything made in a country that is…
Junior Iron Ore Miners on Fire
On 12 December of 2014, the price of iron ore hit a five year low, prompting the head of BHP Groups iron ore mining operation to declare it unlikely the iron ore price would again see $100 per tonne. Doomsday prophecies gone wrong delight those skeptical of the claims, and this prophecy has to be…
Is it Time to Buy the Uranium Miners?
With the disastrous failure of a nuclear power plant at Chernobyl in the Ukraine fading into memory, nuclear power as a source of clean electricity generation seemed poised for a comeback going into 2011. The price of uranium was on an upward roll. The following price movement chart is from the World Nuclear Association. In…
Imagine This
In the aftermath of the GFC, a new financial sector emerged offering unsecured consumer lending for retail purchases, with minimal if any credit checks. What is more, the loans were interest free with repayments spaced out over time and low late payment fees. Would you have invested in the sector? The once unthinkable now is…
Screening for 52 Week Lows
Surprising as it may seem to some, one of the unintended outcomes stemming from the COVID 19 Pandemic has been a dramatic rise in stock market investing from retail investors. This according to multiple sources around the world. The latest comes out of Europe where a survey sponsored by UK based ITI Capital found 39%…
Buying New IPOs on the Dip
“Getting in on the ground floor” is the bait driving investor appetite for Initial Public Offerings. The breathless hype tracking the post-IPO performance of a stock like Afterpay (APT) gets the blood pumping enough to ignore the alternative outcome – when the ground floor collapses into the basement. The trading year 2021 looks for a…
Combining Information Technology into Healthcare
The COVID 19 Pandemic shoved the ASX Healthcare Sector out of its customary position over the last few years at or near the top performing sector list for the year. Information Technology wildly outperformed the Healthcare Sector, with a year over year return of +57.8% versus Healthcare’s 2020 performance of +4.1%. Many healthcare stocks were…
Junior Iron Ore Miners Ramping Up
Remember the death of the mining boom? A few days ago in an interview with news.com.au, a Deloitte economist made the following observation: “Iron ore prices are close to the peak prices we saw during the mining boom, which is remarkable considering economic conditions and the fact that China’s economy is not as strong as…
ASX Uranium Stocks to Watch
On 11 March of 2011, an earthquake and subsequent tsunami struck Japan with the Fukushima nuclear power generation plant in its wake. The damage caused by the event led to the worst global nuclear accident since the disaster at Chernobyl in 1986. The incident also dashed the hopes for expanded use of nuclear power in…
