New and Upcoming IPOs for a New Normal
For month upon month long term investors have been subjected to an avalanche of opinion pieces suggesting life as they new it prior to the onset of the COVID 19 Pandemic would never return to “normal.” Instead there has been incessant speculation on what a “new normal” in a post pandemic world would look like,…
Can Infant Formula Stocks Rebound?
The closing month of the third quarter of 2020 halted the upward movement of markets both here in Australia and in the US. On the last trading day of Q3 the ASX200 fell 2.29% to post both its first monthly loss since March as well as a decline for the quarter overall – dropping 1.39%….
Mining Service Providers to Watch
Newcomers to share market investing emboldened by the dramatic reversal in market movements in late March of this year have to remain dazed and confused. Months of tracking market movements could easily lead to the conclusion that negative economic news matters little to profit-hungry investors. It is the future that counts and to a large…
Irrational Exuberance on Steroids
Investors old enough to remember the bursting of the dot.com bubble at the beginning of the 21st century may recall the observation made by former Chairman of the US Federal Reserve, Alan Greenspan, that irrational exuberance explains a market driving asset valuations beyond their fundamental worth. When the March bear market abruptly ended, the emerging…
Healthcare Stocks in the News
News moves entire markets and stocks within a market, both up and down. Today that core investing assumption is arguably more apparent than ever as any positive news on a potential vaccine for COVID 19 can send an entire index into an upward trend. However, it is equally true that current market conditions have produced…
Billion Dollar Companies with Price to Earnings Ratios Under 10
The stock market is not the economy. Many market experts would strongly object to the validity of that adage, pointing to multiple times throughout investing history when stock markets have declined in the face of economic slowdowns or uncertain circumstances. However, a recent opinion piece making the rounds of Australian financial news websites entitled the…
E Commerce Stocks in a Post Pandemic World
Although the Australian economy is showing scattered signs of life, the overall picture remains mixed, according to the chief economist at CommSec. While the RBA kept interest rates at the lowest level in our history – 0.25% – the bank sees a bleak future for unemployment, with the rate to rise to 10% by year…
Taking a Chance on Upcoming IPOs
The optimism over a possible quick economic turnaround, the v-shaped recovery, took another turn for the worse on the morning of 30 July in the US. Although that country’s annualised GDP after the close of the second quarter came in better than expected at a drop of 32.9% versus a forecasted 34.7%, that number along…
Under the Radar Stocks
Former chairman of the US Federal Reserve, Alan Greenspan, is credited with coining the term “irrational exuberance” in a speech in the midst of the early days of what would morph into the dot.com bubble. The term is now widely used to describe “widespread and undue economic optimism.” Irrational exuberance can seduce investors into ignoring…
Junior Gold Explorers to Watch
On occasion market experts have anointed wild swings in market volatility as a market with a “split personality.” It would be hard to argue that market movements since the potential scope of the COVID-19 Pandemic began to become obvious in mid to late February of 2020 has been anything but volatile. On 19 February markets…
