Latest Commentary



Monday, 31 August 2020

Saturday, 29 August 2020

Thursday, 27 August 2020

Monday, 24 August 2020

Is a2 Milk still a buy?

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When I last wrote about a2 Milk, it was $12.23. On Friday it closed at $18.37. My article sets out why I continue to like a2M and why growth investors should consider the post-result mark-down as an opportunity..

Saturday, 22 August 2020

Thursday, 20 August 2020

Monday, 17 August 2020

Saturday, 15 August 2020

What’s driving our stocks positivity?

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Reporting season locally is important but it’s a bit part player compared to what Wall Street is doing. There’s been an updraft out of New York, the home of the world’s most important stock indices, helpi..

Thursday, 13 August 2020

Monday, 10 August 2020

Saturday, 08 August 2020

Oh the Yanks, they’ve done it again!

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Those Yanks have done it again with their jobs report coming in better than expected. At least on this front there are understandable reasons for Wall Street (and particularly the tech sector) ignoring the COVI..

Thursday, 06 August 2020

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