Analysis & Opinion

Under the Radar IPOs

The global investing community eagerly awaits the launch of what could be the largest IPO ever issued – Saudi Arabia’s Aramco. Shares will not be available to ordinary retail investors, but that was standard practice for most IPOs until onmarket.com.au came along here in Australia, offering average retail investors the opportunity to bid on select…

Major Gold Miners Third Quarter Fundamentals

The major gold miners just enjoyed a phenomenal quarter for gold, which soared after its first bull-market breakout in years. Q3’19’s much-higher prevailing gold prices should’ve driven soaring earnings for the miners, due to their big inherent profits leverage to gold. So this just-completed Q3 earnings season is the most important for this sector in…

18 Share Tips – 18 November 2019

See our brand new top 10 broker reviews. Find your perfect platform! Michael Gable, Fairmont Equities BUY RECOMMENDATIONS AMP (AMP) Chart: Share price over the year The financial services giant appears to have found and left a new low. The share price has risen from $1.60 on October 9 to trade at $1.975 on November…

US policymakers learnt in 1937 that cutting stimulus can lead to a recession

At a ‘Fed Listens’ event held where the US central bank’s policy-setting board meets, Federal Reserve Chair Jerome Powell in October described how the room with “26-foot (eight-metre) ceilings, a monumental marble fireplace and a 1,000-pound (450-kilogram) brass and glass chandelier” had “seen a lot of history since Franklin Roosevelt dedicated this building in 1937”….

Investor Signposts 18 Nov. 19: Reserve Bank in focus

CommSec Senior Economist Ryan Felsman previews the economic & financial market events scheduled for the week ahead including the Reserve Bank Board meeting minutes, Skilled internet job vacancies & US Federal Reserve (FOMC) minutes. Australia: Reserve Bank in focus • In the absence of ‘top-shelf’ economic data releases, communication from Australia’s central bank takes centre…

Finding sustainable returns in the Afterpay economy

With capital cheap and plentiful, ‘buy now, pay later’ seems an eminently logical strategy. But will it prove sustainable when the time comes to pay? Or is the perpetual growth machine ready to stall? Genuine sustainability requires the avoidance of actions that are likely to defer costs or have adverse consequences in the future. Identifying…

18 Share Tips – 11 November 2019

See our brand new top 10 broker reviews. Find your perfect platform! Elio D’Amato, Lincoln Indicators BUY RECOMMENDATIONS Pro Medicus (PME) Chart: Share price over the year PME has enjoyed a stellar run in the past two years. But recently, the share price of this health imaging company experienced a strong pullback as the market…

In a world searching for growth, Asia shines

The long-term outlook for Asia is positive, but in the short term, there is likely to be some volatility. The trade dispute is widely expected to last well into next year. Concerns of a slowing global economy centre around weak Chinese data and will dampen investor sentiment. Ongoing political unrest in Hong Kong doesn’t seem…

18 Share Tips – 6 November 2019

See our brand new top 10 broker reviews. Find your perfect platform! Chris Conway, Marcus Today BUY RECOMMENDATIONS National Storage REIT (NSR) Chart: Share price over the year It’s stable, some might even say boring, but it makes money. At the recent results in late August, NSR lifted revenue to $152.2 million, up from $135.3 million a…

18 Share Tips – 28 October 2019

See our brand new top 10 broker reviews. Find your perfect platform! John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Ahalife Holdings (AHL) Chart: Share price over the year Owns and operates multiple e-commerce platforms for lifestyle and design products. AHL is one of our preferred speculative investments following the company’s recent acquisition of Design Milk,…