Double Digit Earnings Losers with Double Digit Earnings Growth Forecasts
Twice a year Aussie investors who pick their own stocks run the gauntlet of earnings season. Full Year and Half Year Financial Results open the door for big and sustained gains or losses. To add to the mania there is the strong possibility the gains or losses will be fleeting, evaporating within days. As is…
Deciphering Earnings Reports
For many investors checking out full year financial results is akin to a return to the days spent as the “kids in the candy store” with some money in their pockets. The question for the kids was the same as the question for adult investors – what should I buy and what should I reject?…
Navigating the News
In much of the world it appears many finding themselves in “stay at home” environments looked to fill their time with more than digital entertainment. Market experts have noted a wave of new investors who turned their spare time to more productive use – investing in equity markets. Researchers tell us the trend was already…
Winners from the 2021 Diggers and Dealers Mining Forum
Since 1992, the unofficial gold mining capital of Australia – Kalgoorlie – has hosted an annual get together for the movers and shakers in the sector that moves the Australian economy – mining. The conference – the Diggers and Dealers Mining Forum – attracts a host of successful and promising “diggers” along with the “dealers”…
In Search of the Next Afterpay
Back in 2015 a new fintech (financial technology) startup launched a payment platform that would disrupt existing forms of consumer payments. The company was Afterpay and the platform allowing consumers to “buy now and pay later” led to the now ubiquitous acronym BNPL. Following its success in the Australian market the company launched in the…
WAAAX Stocks –Buy, Hold, or Stay Away
About four years ago someone in the investment community decided what Australian investors really needed was our own acronym consisting of heavy-hitting tech stocks, and so WAAAX came onto the scene. The earlier US counterpart – the FANG stocks – consisted of Facebook, Apple, Netflix, and Alphabet (Google). Our own WAAAX acronym includes Wisetech Global,…
The Competitive Landscape in the BNPL Sector
A 14 May article appearing on businessinsider.com.au seems visionary in light of this week’s relevant news on the BNPL Sector. The title was: “Buy now, pay later platforms face a day of reckoning, says Humm CEO Rebecca James” The article quotes the Humm CEO as saying “We are going to start to see – especially…
The Weighing Machine
Advocates of the “Buy and Hold” school of investing have long clung to the reported quotation from Benjamin Graham, the acknowledged rather of value investing: “In the short run, the market is a voting machine but in the long run, it is a weighing machine.” Taken as written, the quote seems to imply a dichotomy…
Diversified Mining Service Providers for the Risk Averse
On 2 June, the Minerals Council of Australia released its Commodity Demand Outlook 2030 report, stating that Australia is in a strong position for future success by meeting growing global demand for commodities to power growth, energy generation and decarbonisation. The report predicts moderate to steady growth in the demand for iron ore, metallurgical and…
The Lure of the IPO
Investing in shares of publicly traded companies has seen an influx of new retail investors over the last few years, with trading levels accelerating during the pandemic and stock trading apps springing up. Many of these investors are new and lacking in knowledge of markets. Of the many oddities encountered in their search to learn,…
