Author: Bob Kohut

Bob Kohut
Bob Kohut

Bob Kohut has been writing about finance for more than 30 years. As an active trader he brings a unique perspective to share market trading and investing issues.

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Recent and archived work by Bob Kohut for The Bull:

Newcomer Green Technology Metals Setting Its Sights on Lithium Production in Canada

Green Technology Metals (ASX: GT1) began its life on the ASX without sole ownership of its lithium projects in Canada. Within a year the company secured 100% ownership. Drilling began within a month of listing, with positive results announced repeatedly since. The Green Technology Metals share price shot up shortly after listing on 9 November…

A Mixed Outlook for Corporate Travel Management

Corporate Travel Management had a solid history of share price appreciation and dividend payments in the pre-pandemic era. The global travel industry was arguably the hardest hit business sector by COVID and the variants in the aftermath of the initial phase. The pace of online business meetings exploded because governments restricted travel. Corporate Travel Management…

Buying BHP on the Dip

In 2021 BHP was ranked fifth among the top brands in Australia. By market cap, BHP is the largest mining company in the world. BHP has merged its oil and gas assets with ASX-listed Woodside Energy Group (ASX: WED) to focus on resources essential for the transition to reduced carbon emissions and global economic growth….

EBR Systems – A Promising MedTech Company Under the Radar

US-based EBR Systems listed on the ASX on 23 November 2021. The share price immediately fell into a sustained downward trend, beginning a major reversal in November 2022. The company has developed an innovative approach for Cardiac resynchronization therapy (CRT), an alternative to the traditional pacemaker. Traditional pacemakers employ implantable devices with wire leads attached…

Can Accent Group Withstand Declining Discretionary Spending

Accent Group increased profits at the onset of COVID-19, but they declined in FY 2022. The Half Year 2023 results signalled a return to form. Inflation and rising interest rates appear to be impacting consumer discretionary spending. From its origins in New Zealand in 1988, Accent Group has become an Australia/New Zealand powerhouse online and…

Johns Lyng Group – A Business Model Perfectly Fit for Troubled Times

Johns Lyng Group is a global provider of restoration services for insurance companies, commercial businesses, governments, and the retail sector. The company has a solid history of financial performance, and it is growing. International incidents of destructive events put the company amid a sector that is sure to prosper. In December 2021, Johns Lyng Group…

Boss Energy Reopening Shuttered Honeymoon Uranium Mine

Boss Energy Reopening Shuttered Honeymoon Uranium Mine

Investment in nuclear energy declined drastically following the Fukushima disaster in 2011. Uranium mines went into care and maintenance as the price of uranium collapsed. Current events are boosting the outlook for uranium. In 2013 Boss Energy (ASX: BOE) shuttered its flagship Honeymoon uranium mine in South Australia following the global rush to cut back…

Australian National Aged Care Classification (AN-ACC) Could Boost Regis Healthcare

Australian National Aged Care Classification (AN-ACC) Could Boost Regis Healthcare

Once embattled Regis Healthcare is on the rise as ageing population tailwinds persist. Regulatory scrutiny may be yielding improved funding formulas for aged care operators. The share price is on an upward trend. Care provider Regis Healthcare (REG:AX) listed on the ASX in October 2014, getting off to a fast start before settling into a…

Gale Force Tailwinds Behind Sonic Healthcare

Older people require more healthcare People all over the world are living longer Medical diagnostics are the starting point for most healthcare issues Sonic Healthcare is a global leader in multiple healthcare services – pathology, laboratory medicine, diagnostic imaging, and medical centres. Sonic is the largest laboratory medicine and pathology provider in Australia, Germany, the…

A Contrarian View on Wisetech Global’s Valuation

Wisetech Global’s Price to Earnings Ratio on 22 June was 110.79, while the average P/E for the ASX 200 was 15.47 in March 2023. Excessive valuation leads analysts to suggest that investors take profits. Wisetech customers include the top 25 global freight forwarders and 42 of the top 50 third-party global logistics providers. Wisetech Global…