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This week, we cover off more earnings results, including Wisetech (ASX:WTC), BWX (ASX:BWX), Kip McGrath (ASX:KME), MSL Solutions (ASX:MPW) & Dicker Data (ASX:DDR). Plus, we talk macro and ask if Australia is headed for a recession…
This week, we cover off more earnings results, including Wisetech (ASX:WTC), BWX (ASX:BWX), Kip McGrath (ASX:KME), MSL Solutions (ASX:MPW) & Dicker Data (ASX:DDR). Plus, we talk macro and ask if Australia is headed for a recession…
The last year has been a wild one for stock market investors. Since the March 2020 lows, the ASX200 (ASX:XJO) is up an eye watering 56%, the NASDAQ (ASX: NDQ) has gained 71% and the S&P500 (ASX:IVV) has marched 54% higher. With astronomical gains from these indices, individual investors may have seen similar results. However, if you’re not matching these […]
With most companies issuing results this month, it’s a busy time for investors. And, given some of the volatility these results can induce, it’s also a period that can test your nerves. Sometimes the market’s reaction is perfectly rational. But not always, at least not in the context of how a long-term investor would appraise things. A good example lately is […]
There’s no area of the market where you’d say stock picking was ‘easy’, but some sectors tend to offer fewer challenges than others. For Luke Winchester (aka Wini), whom we spoke with last week (see below), the preferred hunting ground is in the B2B industrials space. One of the key reasons being that these types of companies tend to offer better […]
Shares in fast-fashion jeweller Lovisa (ASX:LOV) have been on a tear so far this year, having roughly doubled since January. And not without good reason — sales are growing well and the business continues to roll out new stores at a solid clip. The question, of course, is whether it’s too late to buy. What does Lovisa do? Lovisa is […]
“To invest successfully does not require a stratospheric IQ, unusual business insights, or inside information,” said Buffett in a foreword to Benjamin Graham’s The Intelligent Investor. “What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding the framework.” According to uncle Warren, factors like habits, character and temperament are what matter most. “What […]
Millions of people around the world regularly suffer through a terrible night’s sleep due to various medical issues such as sleep apnoea. Poor sleep is a widely acknowledged contributor to poor attention, diet and productivity – not to mention the declining sanity of its sufferers – so many companies are understandably on the lookout for the holy grail of treatments. […]