Investment analysis, share recommendations, and market insights.
This won’t surprise you but I’m expecting a better year for stocks than what we saw in 2023, though the December quarter was a ripper, as I expected. As with all years with stocks, there will be tailwinds and headwinds, but I suspect the former will outweigh the latter.
We’ve made some minor changes to our portfolios for 2024 to take into account the dominant investment themes we expect to apply. We’ve also rebalanced the portfolios.
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why he regards Super Retail Group (SRG) as an ADD.
I wanted to begin this year with a couple of the biggest lessons I’ve learned about investing in the share market. Peter Switzer will critically analyse my views next Monday!
Here are the 7 traits I look for in small- and mid-cap companies. This is the first of a series of 3 articles.
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