Worst Performers of 2021
For many of us around the world, the New Year is a time to reassess past endeavors and make plans for the future. Share market investors of all ages and in all places are no exception, as existing portfolio holdings are scrutinised and new holdings are considered. For investors, the New Year offers a unique…
Losers in the Latest S&P ASX 200 Index Rebalancing
Over 150 years ago the first regional stock market in Australia was formed in Melbourne. Additional regional exchanges soon followed in Sydney, Hobart, Brisbane, Adelaide, and Perth. It took until 1979 for the first uniform market index to integrate the regional indices into a single index representing the entirety of the Australian stock market activity….
Healthcare Stocks Nearing Positive Earnings
When starry eyed newcomers to share market investing begin their due diligence process to find attractive stocks for their first portfolio holding, healthcare stocks are often at the top of the list. With global population ageing and healthcare demand increasing among all age groups, the sector has strong tailwinds propelling it forward. It does not…
Buy Now Pay Later Providers Under a Microscope
Although the US market trails much of the world – especially Australia – in consumer adoption of what some believe to be a new and revolutionary approach to buying goods, the origins of the current Buy Now Pay Later (BNPL) mania can actually traced back to installment plans in the US as early as the…
Hidden Gems in Investor Presentations
One of Australia’s independent financial news websites, the Finance News Network (FNN) regularly partners with wealth manager Shaw and Partners to sponsor investor presentation events. The events, now online due to COVID 19, allow CEO’s of up and coming companies the opportunity to present their case to interested investors. Attendees have the opportunity to question…
Sorting through ASX Agriculture Stocks
Long term investors are often on the lookout for stocks that stand to benefit from emerging global trends. Few would deny that given the burgeoning demand for more and better food, agriculture qualifies as a megatrend. The world’s population is growing and the rapid expansion of the middle classes around the world are propelling the…
Hydrogen Fuel Cell Technology Emerging
Even the most skeptical of skeptics questioning the demise of the internal combustion engine (ICE) due to an electric vehicle (EV) “megatrend” have to take pause out of some recent news in the US. It seems the world’s largest EV manufacturer, Tesla, has inked a deal with one of the largest car rental company’s on…
Tourism Stocks Under the Radar
Beginning on 1 November, a wave of domestic and international COVID 19 induced travel restrictions will begin fading away here in Australia, culminating as of this writing with Western Australia remaining as the only place in the country without a plan for opening borders by 23 December. The reopening has been expected and in anticipation…
Potential Trouble Spots with Mergers and Acquisitions
In mid-October, three ASX listed stocks announced upcoming acquisitions and a fourth announcing an upcoming merger. South32 (S32) is acquiring a 45% ownership stake in the Sierra Gorda copper mine in Chile, at a cost of USD$1.6 billion dollars. Aristocrat Leisure (ALL) is set to acquire UK based gambling software and content developer Playtech at…
Biotechs on the Move
No other sector better exemplifies the risk/reward inherent in share market investing than biotechnology/life sciences. The reward potential of a company successfully jumping through the substantial hurdles involved in securing regulatory approval for distribution to a sizable percentage of a population is immense. The road to final approval can be rocky with multiple ups on…
