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…
Healthcare Stocks on the Top 30 Short List
Vaccine euphoria propelled the US DJIA (Dow Jones Industrial Average) to an all-time high, exceeding 30,000 points before the cold reality of the breath and depth of the spread of COVID 19 in that country doused the rally with icy water. Added to the mix leading to the pause was the second straight week of…
New and Upcoming IPOs for a New Normal
For month upon month long term investors have been subjected to an avalanche of opinion pieces suggesting life as they new it prior to the onset of the COVID 19 Pandemic would never return to “normal.” Instead there has been incessant speculation on what a “new normal” in a post pandemic world would look like,…
Can Infant Formula Stocks Rebound?
The closing month of the third quarter of 2020 halted the upward movement of markets both here in Australia and in the US. On the last trading day of Q3 the ASX200 fell 2.29% to post both its first monthly loss since March as well as a decline for the quarter overall – dropping 1.39%….
Healthcare Stocks in the News
News moves entire markets and stocks within a market, both up and down. Today that core investing assumption is arguably more apparent than ever as any positive news on a potential vaccine for COVID 19 can send an entire index into an upward trend. However, it is equally true that current market conditions have produced…
Billion Dollar Companies with Price to Earnings Ratios Under 10
The stock market is not the economy. Many market experts would strongly object to the validity of that adage, pointing to multiple times throughout investing history when stock markets have declined in the face of economic slowdowns or uncertain circumstances. However, a recent opinion piece making the rounds of Australian financial news websites entitled the…
E Commerce Stocks in a Post Pandemic World
Although the Australian economy is showing scattered signs of life, the overall picture remains mixed, according to the chief economist at CommSec. While the RBA kept interest rates at the lowest level in our history – 0.25% – the bank sees a bleak future for unemployment, with the rate to rise to 10% by year…
Taking a Chance on Upcoming IPOs
The optimism over a possible quick economic turnaround, the v-shaped recovery, took another turn for the worse on the morning of 30 July in the US. Although that country’s annualised GDP after the close of the second quarter came in better than expected at a drop of 32.9% versus a forecasted 34.7%, that number along…
Is Construction and Infrastructure Spending Coming?
Early in the first trading week of June the ASX 200 rallied yet again to hit its highest close since the 6th of March, with the 3 June closing at 5,941.6, up 1.83% from the previous day. The following day our market hit a new 13 week high. Investors appear eager to accept the positive,…
