Investment analysis, share recommendations, and market insights.
It’s often worth watching how a “float” performs because sometimes the market, arguably, gets it wrong. Here are two cases I think fit that bill.
Earlier this month, I outlined the case to add a more defensive posture to portfolios over the next six months by building a higher cash allocation. The goal: to have more cash on the sidelines to deploy during market volatility. In this article I’d like to explain the reasons why I like infrastructure as an investment...
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why he’s a fan of Northern Star Resources (NST).
Just about every year, you know I run up the investors’ flagpole the old market maxim that goes, “Sell in May, go away, come back on St Leger’s Day”. It worked last year, despite the fact that the S&P/ASX 200 index went up in May! Or should you sell this May, wait for a 5% comeback for the market, and then get on board?
Over the last 12 months, the major banks have been strong outperformers. Will this continue or is now the time to lighten? And which of the four majors do I prefer?
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans maintains its ADD rating for Coles (COL).
There are close to 70 New Zealand companies that have dual listings on the Australian Securities Exchange (ASX). Here are two of them that are doing great things on the global stage.
Here are two stocks that warrant further investigation for experienced investors who understand the features, benefits and risks of investing in small-caps that are badly out of favour. I’ll cover more small-cap takeover targets in coming columns.
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says he’s seeing positive signs for Mineral Resources (MIN).
The companies in question are Worley (WOR), Qube Holdings (QUB), Sonic Healthcare, Ampol, Magnis Energy Technologies, Helloworld Travel, Calix, and Iluka Resources. Let’s go through each one of these.
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