Episode 10: Australian property, selling Class and buying Webjet

Wall Street columnist Jason Zweig once remarked that his job is to essentially write the same thing 50 to 100 times a year, but in a manner that keeps it fresh for his readers. The reason, as Zweig points out, is that while markets are in a constant state of flux, the big ideas seldom change. “..while people need good advice, […]

Let’s talk about gold. That shiny yellow metal that’s captivated humans for thousands of years. Traditionally seen as a ‘safe haven’ asset, its recent price action is more akin to that of a meme stock. Which is unusual in itself, but especially so when all other assets are likewise on their way to the moon. So, what gives? Maybe it’s […]

What’s behind the latest move?

As we gear up for another year of thrills and spills on the share market, it’s hard to avoid the blitz of market forecasts that are so reliably issued at this time of year. While it’s often interesting to hear what some people expect, you’d be wise to not take them too seriously. To put it bluntly, if your investment […]

While most tech stocks have been busy carving out fresh record highs in 2019, kiwi payments platform PushPay (ASX:PPH) has failed to elicit the same enthusiasm from investors. Although shares have climbed around 20% higher so far this year, they remain below their 2018 high and are hovering at levels first reached in late 2017. So, what’s going on? The […]

At bottom the ability to buy securities – particularly common stocks – successfully is the ability to look ahead accurately. Looking backward, however carefully, will not suffice, and may do more harm than good.” — Benjamin Graham The financial statements can tell you a great deal about a company, and any serious investor ignores them at their own peril. Revenue, margins, […]

“10-baggers” — stocks that appreciate ten-fold in value — are the stuff of dreams. Especially when the gains are delivered in a relatively short space of time. Sure, they don’t come around too often, but they’re perhaps not as rare as you might think: according to S&P, there have been no less than 52 stocks on the ASX that have […]

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…