Analysis & Opinion

Defensive ways to diversify your portfolio

Like many things in life, ‘defensive’ assets do not always behave as promised. But these are particularly unusual times. The Covid-19 crisis has triggered the fastest bear market in history, followed by the fastest initial rebound. Traditional defensive assets provided some protection during the March sell-off, but to a lesser degree than in past crashes….

Saudi Arabia eyes total dominance in oil and gas

Saudi Arabia’s Energy Minister Prince Abdulaziz claimed last week that the Kingdom will be the world’s biggest hydrocarbon producer “even” in 2050. “I can assure that Saudi Arabia will not only be the last producer, but Saudi Arabia will produce every molecule of hydrocarbon and it will put it to good use … It will…

18 Share Tips – 6 July 2020

Stuart Bromley, Medallion Financial Group BUY RECOMMENDATIONS Pushpay Holdings (PPH) Chart: Share price over the year This digital payments collection and management software company has experienced a 42 per cent increase in customer growth in fiscal year 2020, which has been primarily driven in the US church market. As more churches move into the digital…

Working at Home Tailwind for Tech Stocks

The second quarter of 2020 drew to a close with both the ASX 200 and the US Dow Jones Industrial Average (DJIA) posting impressive gains, with the Dow’s 17.8% rise bested by the ASX 200 increase of close to 20%. For the ASX that move has not been seen here for more than two decades,…

Elections in the time of coronavirus and recession

Investors weighing the outlook for US markets are grappling with two diametrically opposed forces: the recession brought on by the Covid-19 outbreak and the presidential election cycle. The speed and depth of the Covid recession has thrown a big wrench in Donald Trump’s original strategy of campaigning on a very strong economy. Unfortunately for Trump,…

Gold stocks still undervalued

Gold miners’ stocks rocketed out of mid-March’s stock panic, breaking out to major new bull-market highs in mid-May.  Such blisteringly-fast gains, and gold stocks’ upleg stalling out since, have left many traders nervous about this sector.  Calls for a serious selloff are mounting.  But arguing in favor for more near-term gains to come, gold stocks…

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…

Top 30 shorted stocks

The technique of profiting from a price fall is called short-selling, otherwise known as “shorting,” “to go short” or simply “short”. Basically, short-selling is the reverse of how we’re traditionally taught to invest, to buy at the lowest possible price and sell at the highest. When shorting, you aim to jump in at a high…

18 Share Tips – 29 June 2020

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Vortiv (VOR) Chart: Share price over the year Cyber security is a hot industry, particularly after recent cyber attacks on political and private sector organisations in Australia. Vortiv is our preferred stock in the cyber security space. Clients include government departments and financial institutions. VOR’s point of difference…

The populations of key countries are shrinking

This new, yet largely ignored, trend comes with underrated economic and social costs. Released by US film producer Mike Moore and timed for the 50th Earth Day in April, the documentary Planet of the Humans tells how renewable sources of energy are flawed replacements for fossil fuels as a way to mitigate the dangers of…