When it comes to investing, many know the value in identifying stocks with a big moat. Giants like Buffett and Munger maintain that this has been a crucial part of their success, but how can we identify one of these moats in the making? In the wake of the ruins...
Stock Insight
Agriculture: The Global Food Shortage
This week we take a look at the factors contributing to the global food shortage and why prices will likely remain elevated for the foreseeable future. The Food and Agriculture Organization of the United Nations (FAO) Food Price Index - a global benchmark for food...
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...
Rerun: Needs Not Wants: 2 Stocks That Fill A Need
This week we continue to look at investing in needs and not wants, highlighting two stocks in our portfolios. Following the volatility in markets this year we have been extensively reviewing our portfolios and looking for companies that have steady earnings,...
Utilities: The AGL (AGL.ASX) Saga
This week we continue our examination of utility markets. Last week we looked at prices and what has been driving them higher, this week we look to one company in the sector that has also been all over the headlines, AGL (AGL.ASX). See last week's article: Utility...
Guest Views: The a2 Milk Company (A2M.ASX)
This week we have a trio of guest contributors. All three were given an ASX-listed stock to write briefly on; the stock in question is former market darling The a2 Milk Company (A2M.ASX). The a2 Milk Company (A2M.ASX) Source: Google Finance View #1 As America’s...
Guest Views: Nufarm (NUF.ASX)
This week we have a pair of guest contributors. Both were given an ASX-listed stock to write briefly on; the stock in question is agricultural Nufarm (NUF.ASX). Nufarm (NUF.ASX) Source: Google Finance View #1 Nufarm, and more broadly the agriculture sector is going...
Needs Not Wants: A Stock to Benefit from Rising Rates
This week we continue looking at needs not wants; companies that provide critical services that people need rather than want. We are using this theme to highlight companies that are best positioned for inflation with some even set to benefit from higher interest...
Sorting Through: A Recycling Stock to Separate Out
This week we return to the recycling theme touched on a couple of weeks back. Last time we spoke about an Australian recycling company benefiting from industry tailwinds and participating in the circular economy. This time we dive into the fundamental problems we...
Forget FAANGs, It’s Time to QUAKE
Over the past few years investors that owned the much-coveted “FAANG” stocks would have been amongst the most popular people in the room. Fast forward to today and the NASDAQ is down -26% YTD; Facebook, now known as Meta Platforms (FB.NASDAQ), alone is down over -40%...
The Forgotten Stocks of the Green Transition: Recycling
This week we will be talking about the recycling industry, a segment that we don’t believe is spoken about enough in this age of environmental reform. Similar to our recent article on tin, recycling seems to be a forgotten factor that investors are overlooking. We...
Talking Top Twenty: Macquarie Group (MQG.ASX) & Telstra Corporation (TLS.ASX)
This week we continue our Talking Top Twenty series by looking at Macquarie Group (MQG.ASX) and Telstra (TLS.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) Talking Top Twenty: National Australia Bank (NAB.ASX) & ANZ (ANZ.ASX)...