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...
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,...
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...
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...
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...
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...
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)...
Continuing our Talking Top Twenty series, this week we take a look at a pair of retailers, Woolworths (WOW.ASX) and Wesfarmers (WES.ASX), and a biotech giant in CSL (CSL.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) Talking Top...
This week we continue our run through the Top Twenty by looking at the miners, beginning with BHP Group (BHP.ASX) and Fortescue Metals Group (FMG.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) Talking Top Twenty: National Australia...
This week we will be talking about founder led businesses and why they tend to outperform. A number of the companies in our portfolios are founder-led; it is a factor we consider when assessing a company. So, we decided to dive deeper into what is driving their...
This week we continue with the Talking Top Twenty series by rounding out the Big 4 banks, looking at National Australia Bank (NAB.ASX) and Australia and New Zealand Banking Group (ANZ.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) To...
This week Ron Shamgar takes a look at an expanding healthcare services company that has traded well despite a tough operating period; a stock that could also potentially be interesting from an M&A perspective. Monash IVF Group (MVF.ASX) MVF is a leader in the...
