Australia’s big four banks recently released their financial results for the first half of the 2023 financial year (second half of the 2022 calendar year). While the share prices of ANZ, NAB and Westpac are largely unchanged from a few years ago (and CBA has shown a...
Stock Insight
ASX Investors: 2 Small Cap Earnings Updates to Look at
Australian small-cap shares aren’t normally household names and don’t get the same media attention as the big banks and miners that dominate the ASX 200. However, keen investors can find opportunities in these smaller companies for better returns than blue-chip...
Is Insurance Giant IAG on Track for Success?
We continue sticking to the insurance thematic this week by looking at the other giant in the Australian market: IAG. We will continue using the same template as last week in assessing this business and its reports. The simple/straightforward equation: Profit = Earned...
3 Global Shares To Watch In 2023
Global equity markets began the year with a wave of optimism. The MSCI World Index added 7.1% during the month, while the S&P/500 added 6.3%. Inflation appears to be abating, allowing central banks to taper interest rate hikes soon. China’s emergence from a...
One to watch: Suncorp’s Long awaited turnaround
With the RBA lifting rates another 25 bps this week, we look to a business that has steadily benefitted from the current rate environment. Suncorp. A company that seems to be in the midst of a long-awaited turnaround. Before we proceed further, let's set the context....
Are markets rebounding? 3 Aussie Stocks to Watch
For most investors, 2022 was a tough year. For CY2022, the Australian Small Ords was down -18.40%, the S&P500 was down -19.40%, and the Nasdaq was down -33.10%. Our Australian All Caps fund did not fare better as we, in particular, experienced tough stock-specific...
Uncovering Japanese Gems: 3 Strong Companies
We have been attracted to Japanese equities for some time due to their robust balance sheets and notable improvements in governance. More recently, Japanese companies have weathered the economic headwinds to outperform global peers significantly. This is despite the...
Moment of Truth for the Magnificent Seven
Moment of Truth for the Magnificent Seven 2/11/2023 The U.S.-listed technology giants have been long-time investor favourites, and with good reason–they have dominant businesses with large addressable markets and incredible financial metrics. They have also...
Global Shares With Proven Resilience
Today we will be sharing three companies that have one common trait which is that they are ‘old’ businesses, with the youngest incorporated 96 years ago. Age alone doesn’t indicate a sound investment, but it does demonstrate that the company has been able to weather...
Healthia Soars on Takeover Bid
Healthia Soars on Takeover Bid 7/9/2023 Shares in allied healthcare company Healthia (ASX: HLA) rocketed higher last Thursday when it announced the company had received a takeover bid from private equity company Pacific Equity Partners. Private equity companies...
Coal: Strike While It’s Hot
This week we visit a topic that has been persistent in recent headlines: coal. In doing this we will look at two large-caps that have delivered a seemingly extraordinary return in this bear market. As always we begin with context. Context The story of coal is, as...
Special Situations: Another way to Invest
Special situations in investing are potentially lucrative, aming to seize short term opportunities for outsized gains, but not always easy to identify. This week we take a look at three types of these situations. When you hear value investing you probably think...