Whether it be sport, business, investing or entertainment - we love a story of success in the face of adversity. Take Leicester City Football Club's improbable Premier League title win in the 2015-2016 season as a prime example of winning against all odds. Leicester's...
Retail
Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks
The Australian consumer has navigated a complex landscape over the past 12-18 months. Grappling with the repercussions of a post-pandemic surge in inflation, the Reserve Bank of Australia has raised interest rates 13 times since May 2022 with the current cash rate...
Three ASX Resilient Retailers Posting Impressive Results
As company earnings reports roll in, investors will see multiple examples of why it pays to be an optimist and to ignore apocalyptic forecasts. For much of late 2022 and 2023, the media was fixated on rising interest rates and the potential of a damaging recession. As...
Should We Go Shopping for ASX Retail Stocks?
Should We Go Shopping for ASX Retail Stocks? 10/10/2023 Buying bargains or check out traps? Is it time to consider retail stocks? There have been plenty of reasons to avoid the consumer discretionary space over the last 12 to 18 months. Does this provide an...
Retirees are Staying with Stocks
The Wall Street Journal recently published a personal finance column entitled “America’s Retirees Are Investing More Like 30-Year-Olds'' that showed a marked change in the investment preferences of older Americans. In particular, it showed a strong trend...
A Rough Ride for Retailers
Australia’s unemployment rate has defied the doom and gloom predictions, falling to 3.6% in May from 3.7% in the prior month. Around 61,700 jobs were added across the country, most of which were full-time roles. The number of employed in Australia reached 14 million...
Rising inflation proving a boon for these retailers
Inflation is at highs not seen in decades with Australians facing soaring prices for everything from fuel to energy, construction and food. So, what about Consumer Staples? To combat cost of living pressures, curb inflation and wind back its pandemic related monetary...
A Diamond in the Retail Rough
This week we’re looking at a small cap retail stock that is offering investors a concentrated bet on the reopening theme. In 2020 we saw a huge shift in sentiment towards stocks that were benefiting from a covid-19 environment. Companies such as Pushpay (PPH.ASX) and...
Talking Top Twenty | Part 5: Woolies & Macquarie
Once again, Sid Ruttala continues his journey through the ASX20. This week his notes visit and review Woolworths Group (WOW.ASX) and Macquarie Group (MQG.ASX). If you have missed some of the earlier parts to Sid Ruttala's latest Talking Top Twenty, you can find them...
Talking Top Twenty | Part 4: CSL & Wesfarmers
Sid Ruttala continues his journey through the ASX20. This week his notes visit and review CSL Ltd. (CSL.ASX) and Wesfarmers Ltd (WES.ASX). If you have missed some of the earlier parts to Sid Ruttala's latest Talking Top Twenty, you can find them here: Part 1: The...