The Surprising Fall of Gold and the Gold Miners
On 27 June of 2022, many newcomers to share market investing who had heeded the world view that gold provides a safe haven for investors in troubling economic conditions got yet another shock. On that date the third largest gold miner listed on the ASX – Evolution Mining (EVN) – issued a market update lowering…
Stocks Consumers Can’t Live Without
A 25 April article appearing here on thebull.com.au noted an observation buried in the latest Deloitte Access Economics Business Outlook — inflation here in Australia was “less risky than in other economies.” Strictly speaking, that statement was true then and remains true today. Inflation here in Australia is at 5.1% trailing the US rate of…
Oil and Gas Stocks – Buy or Wait and See?
The opening presentation at the Davos 2022 World Economic Forum beginning on 26 May confirmed the obvious – we are in the midst of an energy crisis, global in scope. Some investors can recall the disruption caused by the oil crisis in the mid 1970’s. This one is different. Added to the dramatic increases in…
Insider Buying Stocks to Watch
An 8 June Breaking News article appearing here on thebull.com.au asked the question – Can Insider Buying Mean Good Things? Investors who include having a good management team as one of their criteria for picking stocks would answer the question with a resounding “YES.” Who knows the value of a company and its growth potential…
2021 Healthcare Winners on Sale in 2022
The ASX Healthcare XHJ Index is made up of 14 GISC (Global Industrial Classification Standard) classified healthcare stocks on the ASX. Every Quarter the index is rebalanced according to S&P criteria with the key being the ability of institutional investors to invest in the stock. This favors companies with big market caps. Stocks come and…
Can Hydrogen Recapture the Title of Fuel of the Future?
Hydrogen gas can trace its discovery back to 1776, with the first flight of a hydrogen filled “hot air” balloon in 1783. Science fiction novelist Jules Verne picturing its potential use as a transportation fuel in 1874. Verne’s dream morphed into reality with the advent of hydrogen powered balloons in the mid-1800’s and hydrogen airships…
Disruptive ASX Stocks Withstanding the Test of Time
Nervous investors everywhere watch the daily movements of US stocks as likely bell weathers for stock performance in their own markets. Through mid-May, the US lead followed in the majority of global markets continues to be bleak and tumultuous – down day after down day occasionally interrupted by rallies that quickly recede. In the midst…
Small Cap Biotechs Making News
In 2017 the ASX published a report prepared in conjunction with Australia’s primary life science organisation, AusBiotech, entitled Guide to Life Sciences Investing. The ASX Healthcare Sector is broadly divided into two subsectors – Health Care Equipment and Services and Pharmaceuticals, Biotechnology, and Life Sciences. Listcorp.com – a site devoted to allowing investors access to…
Will the WAAX Stocks Come Back?
Investors in both the United States and Australia have turned on former “market darlings” in both countries with a vengeance. When market participants couldn’t buy sector leaders fast enough, someone coined the acronym for the big players in the US – the FANG stocks (Facebook—now Meta, Apple, Netflix, and Google — now Alphabet. From Yahoo…
Is It Time to Buy Iron Ore Miners?
In February of 2011, the price of iron ore hit an all-time high of USD$187 dmt (dry metric tonne). Fueling the price explosion was the multi-year campaign by the Chinese government to modernise the country. Expanding a country’s industrial production capacity and creating urban areas to house needed employees requires massive infrastructure development, from roads,…
