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Two LICs to consider
Here are two LICs to consider as consolidation increases in an out-of-favour sector.
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Bapcor and Infomedia worth considering
Here are two parts suppliers to consider amid current price weakness.
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Two private credit funds to consider
I’m looking at adding different asset allocations to portfolios to reduce risk, as several equity markets trade near or at record highs.
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Back-to-the-office trend gaining momentum
Here are two office A-REITs for you to consider: A-REITs Dexus and GPT Group, which could offer value for long-term investors
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Two thematic ETFs :Esports and video games
After a bumpy few years, two thematic ETFs that provide exposure to this megatrend have more appeal.
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Two more small cap retailers to add to your buy list
Here are two more beaten-up small-cap retailers to add to the list this week: KMD Brands and Universal Holdings. Both stocks have many challenges but also sharply lower valuations due to the market’s bearish view on retail.
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Two stocks specialling in the remediation of damaged buildings
The remediation of damaged buildings is growing in importance. Duratec and Johns Lyng Group are well positioned as age and natural disasters take their toll on building structures.
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Two online retailers to watch
In the past few months, I have become more bullish on small- and mid-cap retail stocks. Here are two online retailers to consider.
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8 tips for IPO investing
While new listings are quiet now, improving market conditions could unleash more floats in the second half of this year. Here are my eight top tips with IPO investing.
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5 ETFs ideas to consider for 2024
Exchange Traded Funds (ETFs) are a useful tool for portfolio tilts. Here are five ETF ideas for 2024 to consider.