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…
Top FY 2021 Stocks with Room to Run
Like clockwork the first week of July provides those retail investors bold enough to hold the title of “stock picker” with list after list of prospects – the top and bottom performers for the prior Fiscal Year. The lists vary with some focusing exclusively on the ASX 200 or 300 and others on small cap…
The Weighing Machine
Advocates of the “Buy and Hold” school of investing have long clung to the reported quotation from Benjamin Graham, the acknowledged rather of value investing: “In the short run, the market is a voting machine but in the long run, it is a weighing machine.” Taken as written, the quote seems to imply a dichotomy…
Diversified Mining Service Providers for the Risk Averse
On 2 June, the Minerals Council of Australia released its Commodity Demand Outlook 2030 report, stating that Australia is in a strong position for future success by meeting growing global demand for commodities to power growth, energy generation and decarbonisation. The report predicts moderate to steady growth in the demand for iron ore, metallurgical and…
The Lure of the IPO
Investing in shares of publicly traded companies has seen an influx of new retail investors over the last few years, with trading levels accelerating during the pandemic. Many of these investors are new and lacking in knowledge of markets. Of the many oddities encountered in their search to learn, the sometimes conflicting views of investing…
Animal Health and Services Stocks on the ASX
In the midst of the Pandemic, a 16 July 2020 article appearing on finder.com.au dubbed 2020 as the “Year of the Pet.” Australians are among the most pet-loving people in the world, ranking third in pet ownership. Finder is a free research site providing access to resources that help users navigate a wide…
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…
