A Bear Market Rally, or Blue Skies Ahead? 23/2/2023 The S&P 500 lost almost 20% in 2022 — the worst year since 2008 amid multi-decade high inflation, rising interest rates, and fading economic growth. However, US markets have bounced back in recent months with...
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...
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...
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...
Government backs Australia's opportunity of the century 30/11/2022 "Critical minerals could be the opportunity of the century. This is a generational opportunity that we cannot miss or mishandle." says the Treasurer of Australia, Jim Chalmers, urging the importance of...
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...
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...
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...
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...
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...
