When the Experts Get it Wrong
Risk averse investors in share markets in many cases rely on mutual or exchange traded funds managed by experts. The assumption behind this strategy seems obvious – experts have the training and the time to thoroughly research both macro and micro economic conditions and the markets in which the stocks they add and subtract from…
Healthcare Stocks Rising
For much of the trading year, investors in ASX listed companies have seen shares of their investments rise or fall because of the “lead” of US stock markets. There are those within the global financial community who feel US markets exert an undue influence as a “lead in” to their own markets. Here in Australia…
Is It Time to Buy Technology Stocks?
The 2022 Trading Year mercifully faded into history, but the damage done to a wide array of stocks in exchanges around the world will be slow to erase. Here in Australia, technology stocks followed the lead from the US with crushing results. High interest rates are not kind to tech stocks so the drastic drops…
Has the Lithium Story Changed
Behind every stock on every stock exchange in the world there is a “story.” There are many facets to the story, from the simple questions of what the company does and who buys whatever it is the company does to the complex questions of assessing competitive landscape and the dizzying array of financial metrics. Having…
Can Post COVID 19 Losers Come Back
The COVID 19 Pandemic wreaked havoc in multiple ASX business sectors, among them retail. As companies closed their doors sending their employees home to work and brick and mortar stores shuttered their doors one by one, investing opportunities with internet only e-tailers and to a lesser extent with multi-channel retailers with a robust online sales…
Cannabis Stocks – Buy, Hold, Sell, or Stay Away
On 17 October of 2018 Canada became the first developed country to legalize the regulated sale of recreational marijuana. Predicting the “next big thing” is a favored pastime of countless market insiders offering their opinions on financial websites. The Canadian announcement had been anticipated for some time, resulting in a massive rush from Canadian cannabis…
ASX Retailers on Sale
Conventional wisdom suggests in the face of crippling inflation and rising interest rates consumers will curtail their spending. In the all-important US markets, conventional wisdom appears to be dead wrong. From the US website ycharts.com: July and September were the only months year to date where US consumers decreased their spending slightly. By October consumer…
Can Beaten Down ASX Betting Stocks Recover?
In early November financial websites in the US were citing the latest likelihood of a recession in the US from the Bloomberg Economics model projections. The reading has escalated from the prior 65% likelihood to near certainty status of 100%. As a regular follower of global financial news would suspect, uniform consensus on the timing…
Is Decarbonisation a Megatrend?
A 16 September article appearing on the website of multinational UK based asset management firm Schroders posed the question in the following way: Will decarbonisation be the mega-trend of the next decade? The question now appears moot, as multiple sources have chimed in on the emergence of all things related to decarbonisation. On 29 September…
In Search of the Next WA1 Resources
There is nothing like the performance of a potential “ten-bagger” in the making to send investors off in a flurry of activity seeking “the next ….” Long time investors have seen this phenomenon time and time again. For some of the newcomers, a “ten-bagger” is a term coined by legendary US fund manager and author…
