Should Stock Pickers Mine the Top 30 Short List
Dedicated Aussie investors who choose to pick their own stocks are always on the lookout for prospects. Some avoid the Top 30 Short List as a source in the belief short sellers have more expertise in analysing stocks due to the greater risk entailed. The risk element is true, given the potential loss of a…
Are Aquaculture Stocks Worth the Risk?
On 30 August of 2019 micro-cap aquaculture producer Ocean Grown Abalone (OGA) surprised the market with Full Year 2019 Financial Results including a 16% rise in revenue and a stunning profit turnaround of $4,355,176 – rising from a 2018 loss of ($ 3,178,080) to a net profit after tax of $2,247,764 — a 171% shift….
Defence Stocks to Weather the Storm
On 6 December of 2018 newcomers to share market investing may have been exposed to the term “yield curve” for the first time. The article appearing in thebull.com.au entitled “The ‘curve’ that drives Wall Street crazy” pointed to the yield curve as a possible indicator of an economic recession on the horizon. The curve plots…
Will 3D Printing Ever Live Up to its Promise?
One of history’s greatest investors, Warren Buffet, turned a group of textile mills into a massive global powerhouse conglomerate with his ability to find sound companies in which to invest. Serious investors everywhere look to the Buffets throughout the history of share market investing for insights. Buffet’s partner at Berkshire Hathaway talks about the need…
In Search of Recession Proof Stocks
On Wednesday the 14th of August in the US something not seen since 2007 shocked investors around the world. The yield curve between US Treasury 2 year and 10 year bonds inverted. This means the historical expectation of investors demanding higher yields for longer term holdings had shattered, albeit briefly, as the curve, or spread…
Contrarian Opportunities from Trade War Fallout
Following the British victory over Napoleon, an economic crisis swept the land, spurred by rapid declines in spending to support the war effort. British nobleman, Baron Nathan Rothschild, is credited with being one of history’s great contrarian investors, coining the term “Buy when there’s blood in the streets, even if the blood is your own.”…
The Competitive Landscape in the Buy Now Pay Later Sector
ON 30 June of 2017 a newcomer to the disruptive ASX “fintech” players debuted on the ASX, closing its first day of trading at $3.18. Today, trading under the name Afterpay Touch Group (APT) the stock price has climbed to $26.55, an increase of 740% in a little over two years. Investor appetite for shares…
Will the Nickel Run-Up Last?
In February of 2016 the price of nickel hit a thirteen-year low. The price had been in a downward spiral with sporadic rallies since 2011. Then on 6 June of 2016 the perceived champion of the anticipated “revolution” in Electric Vehicles – Elon Musk of US-based Tesla Motors – commented that the batteries used in…
“Are We Entering the Golden Age of Gas?”
That question was posed in the title of a 2011 special World Energy Outlook report issued by the IEA (International Energy Agency.) In the opening paragraph the authors cited supporting evidence for that bold speculation, among them the North American shale gas boom, the expansion of LNG trade, troubling questions over the future of nuclear…
Telco Stocks on the Rebound
Regardless of their investing philosophy, most retail investors are interested in growth. Income investors know without growth dividend payments are at risk. Value investors know without growth the company’s intrinsic value will decline. Growth investors prefer companies that reinvest profits in growth opportunities rather than in dividend payments. The principal means companies have at their…
