Latest Commentary



Thursday, 16 December 2021

Monday, 13 December 2021

Saturday, 11 December 2021

Thursday, 09 December 2021

Monday, 06 December 2021

Saturday, 04 December 2021

Thursday, 02 December 2021

Monday, 29 November 2021

Saturday, 27 November 2021

Thursday, 25 November 2021

Monday, 22 November 2021

Saturday, 20 November 2021

Is a pullback on the cards?

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With Austria going back into full lockdown, taking your eye off the Coronavirus ball in Europe is not a wise play for investors right now. A short-term sell off is likely but this should prove a buying opportun..

Thursday, 18 November 2021

Monday, 15 November 2021

Saturday, 13 November 2021

The right noises for stocks persist

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Despite fears of rising inflation that look justified with a 6.2% price rise reading (the worst result for 30 years!), US stock market indexes were tracking higher before the close but were unlikely to turn the..

Thursday, 11 November 2021

Monday, 08 November 2021

A look at our top 20 companies

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Today I’ve looked at the biggest driver of our overall stock market — the Top 20 companies — and then looked at what the analysts surveyed by FNArena have tipped for these companies.

Saturday, 06 November 2021

Is this the start of something BIG?

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The record highs for US stock market indexes gained justification overnight with a ripper of a jobs report, which screamed that the world’s most important economy was definitely on the comeback trail. This fo..

Thursday, 04 November 2021

Monday, 01 November 2021

Saturday, 30 October 2021

US investors defy huge inflation number!

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US stocks threw off concerns about weaker-than-expected reporting from Amazon and Apple and before the close they were in positive territory. In fact, Wall Street has had to cope with a number of curve balls th..

Thursday, 28 October 2021

Monday, 25 October 2021

Saturday, 23 October 2021

Thursday, 21 October 2021

Monday, 18 October 2021

5 stocks I still believe in

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Today I’m going through 5 stocks that I’m holding. These are pretty good businesses that have looked like they’ve been gaining friends in recent times. While they’re not there yet, I still see reasons t..

Saturday, 16 October 2021

Thursday, 14 October 2021

Monday, 11 October 2021

Saturday, 09 October 2021

Thursday, 07 October 2021

Saturday, 02 October 2021

Thursday, 30 September 2021

My take on Money3 & MoneyMe

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I’ve outlined several car-related ideas for this Report in the past two years, and a number have rallied this year, but in 2019 they were contrarian ideas. Two favoured ideas were Autosports Group and Motorc..

Monday, 27 September 2021

Saturday, 25 September 2021

Thursday, 23 September 2021

Monday, 20 September 2021

Saturday, 18 September 2021

Thursday, 16 September 2021

Monday, 13 September 2021

Saturday, 11 September 2021

Thursday, 09 September 2021

Monday, 06 September 2021

My 8 ‘value’ stock tips

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Out of the recent Coronavirus crash, value stocks have surged, and they tend to do that for quite a long time. I’ve been digging for examples of value stocks and while I’m still unearthing more, here are ei..

Saturday, 04 September 2021

Thursday, 02 September 2021

Monday, 30 August 2021

Saturday, 28 August 2021

Thursday, 26 August 2021

Monday, 23 August 2021

3 stocks that will knock your socks off

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Whether it’s socks or stocks, Warren Buffett says he likes buying quality at marked down prices. I’m of the same mind, and here are 3 stocks I believe will knock your socks off, if you’re patient.

Saturday, 21 August 2021

Thursday, 19 August 2021

Monday, 16 August 2021

A quality company with 36% upside

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Here’s a quality company that fits my view that certain stocks will be key beneficiaries of the reopening of our economy and Aussies getting back to going out and celebrating the end of lockdowns.

Saturday, 14 August 2021

Thursday, 12 August 2021

3 dogs I think will have their day

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In October 2020, I dedicated a column in this Report to BlueScope Steel, which at the time was $15.31 and unloved. BlueScope is now $23.80. Here are three other deep-value contrarian ideas, with one I’ve been..

Monday, 09 August 2021

Saturday, 07 August 2021

Thursday, 05 August 2021

Monday, 02 August 2021

Saturday, 31 July 2021

Thursday, 29 July 2021

Monday, 26 July 2021

Saturday, 24 July 2021

Thursday, 22 July 2021

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