Tony is a former managing editor of BRW, Shares, Personal Investor, Asset and CFO magazines. He specialises in small listed companies, IPOs, entrepreneurship and innovation and writes a weekly blog for The Sydney Morning Herald/The Age on small companies and entrepreneurs.
Recent Commentary
Should you buy companies torpedoed in a downgrade?
Link, Costa Group Holdings, Appen, Reliance Worldwide Corporation and Flight Centre headline a list of companies lowering profit guidance this quarter. Contrarians who buy companies that are torpedoed..
3 contrarian sell/buy sectors and stocks to take profit on or buy
I’ve identified 3 contrarian sell and buy themes for FY20 to provide you with ideas on sectors and stocks to take profits on, and those that are out of favour, undervalued and worth buying.
Morrison’s “miracle” good for Ramsay Health Care
Morrison’s “miracle” last Saturday has provided a tailwind for private-hospital operator Ramsay Health Care. RHC is my preferred healthcare stock and here’s why.
Is Reliance good value right now?
With the share price down by more than third from its peak, is value starting to emerge in plumbing goods company Reliance?
Why I like packaging company Orora
The move to reduce packaging has huge implications for packaging providers. I see this trend as a long-term tailwind rather than headwind for high-quality packaging companies that can move up the prod..
Is it the time to buy Emerging Markets?
The MSCI Emerging Markets Index is full of billion-dollar companies such as Samsung Electronics, Tencent Holdings and Alibaba. Emerging Markets is still a risky asset but its risk profile has changed ..
