Analysis & Opinion

Contrarian Opportunities from Trade War Fallout

Following the British victory over Napoleon, an economic crisis swept the land, spurred by rapid declines in spending to support the war effort. British nobleman, Baron Nathan Rothschild, is credited with being one of history’s great contrarian investors, coining the term “Buy when there’s blood in the streets, even if the blood is your own.”…

18 Share Tips – 12 August 2019

See our brand new top 10 broker reviews. Find your perfect platform! Tom Bleakley, BW Equities BUY RECOMMENDATIONS ECS Botanics (ECS) Chart: Share price over the year A Tasmanian based hemp grower, processor and seller of branded food products. Senior management Alex Keach, Jason Hine and Guy Banducci have extensive experience in agriculture through to…

Investor Signposts 11 August 2019: Jobs and wages data dominate

CommSec Chief Economist Craig James previews the economic & financial market events scheduled for the week ahead including the NAB business survey, Wage Price Index & US Consumer prices. Australia: Jobs and wages data dominate • In the coming week there will be more insights into the post-federal election economic environment in terms of business…

Gold Stocks’ Autumn Rally 2019

The gold miners’ stocks have surged dramatically this summer, catapulted higher by gold’s major bull-market breakout. That atypical strength bucking the normal summer-doldrums slump has carried this sector right back to its traditional strong season. That begins with a robust autumn rally starting in late summers. This year’s autumn-rally setup is very unusual, but investment…

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 – 05 August 2019

See our brand new top 10 broker reviews. Find your perfect platform! Stuart Bromley, Medallion Financial Group BUY RECOMMENDATIONS Nanosonics (NAN)  Chart: Share price over the year Nanosonics specialises in ultra high temperature sterilisation of ultrasound probes through its product Trophon. Its lofty price/earnings ratio can be justified if big spending on research and development…

Silver Outperforming Gold

Silver has blasted higher in the last couple weeks, far outperforming gold. This is certainly noteworthy, as silver has stunk up the precious-metals joint for years. This deeply-out-of-favor metal may be embarking on a sea-change sentiment shift, finally returning to amplifying gold’s upside. Silver is not only radically undervalued relative to gold, but investors are…

Australia depends less on Chinese trade than some might think

China now buys almost a third of Australia’s exports – about twice the value bought by second-placed Japan, and about nine times fifth-placed United States. It’s a situation that sparks fears of a Chinese economic slowdown, or a backlash if we offend China’s government in some way, such as by criticising its actions in Xinjiang…

Investor Signposts 5 August 2019: Reserve Bank dominates

CommSec Senior Economist Ryan Felsman previews the economic & financial market events scheduled for the week ahead including the Reserve Bank Board meeting, International trade & China Inflation. Australia: Reserve Bank dominates • In the coming week, the Reserve Bank dominates the economic calendar. International trade, lending, services sector activity and job advertisements data will…

The Competitive Landscape in the Buy Now Pay Later Sector

ON 30 June of 2017 a newcomer to the disruptive ASX “fintech” players debuted on the ASX, closing its first day of trading at $3.18. Today, trading under the name Afterpay Touch Group (APT) the stock price has climbed to $26.55, an increase of 740% in a little over two years. Investor appetite for shares…