Investment analysis, share recommendations, and market insights.
These are crazy times for stocks, and I’ve never had to deal with anything like this before. But keep calm because my view is that Trump doesn’t want to be responsible for a global recession that we didn’t have to have.
Our model portfolios were lower in March, although the income portfolio outperformed in a relative sense as defensive stocks held up well.
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk, comments on the position of CSL with regards to the impact of the Trump imposed tariffs.
Beyond tariffs, I think there’s one part of the Trump Administration’s rhetoric that rewards a bit of exploration down in micro-cap world.
With Trump tariffs at this stage slugging Chinese goods with a 34% tariff, here are two exchange traded funds for investors wanting a sensible exposure to China
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, says that Macquarie Group (MQG) is a buying opportunity right now.
Like many market players, I’m hoping April 2 will bring some clarity about these Trump tariffs. Collecting a few tech companies could pay dividends by the end of this year, assuming the tariff threat becomes less uncertain. Here’s what the analysts think about our quality tech companies, and I let you know my favourite plays.
James Hardie Industries (JHX) got clobbered last week, losing 20% after it announced a $14 billion takeover of The AZEK Company. Is this a buying opportunity?
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk, explains that Macquarie Group Ltd (MQG) continues to emphasise its strong long-term structural growth potential.
Here’s a look at three situations that look capable of producing good earnings growth this year – but there still looks to be value in the share price.
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