Episode 16: More results — Wisetech, BWX, Kip McGrath & more, plus is Australia headed for recession?

We’ve seen a solid start to 2023, with the market as a whole already up by more than 6%. Some of the gains in the small-cap space have been far more impressive. Those that have enjoyed the biggest recoveries have tended to be ones that have reported: Strong balance sheets Positive (or at least improving) operating cash flows Sustained sales momentum […]

Although the market may be at record highs, there’s plenty of stocks that continue to languish. Of course, that’s to be expected for companies whose underlying fundamentals have stalled or worse, are going backwards. But there remain some truly impressive names that just can’t find favour with the market, despite going from strength to strength. Take auto-parts distributor and retailer […]

Does the recent pull-back represent a buying opportunity, or do shares have further to fall?

Polynovo has enjoyed a spectacular run in 2019, with the share price rising from $0.56 at the start of the year to a high of $2.66 on the back of rising sales in the US and entry into the ASX200. But in recent weeks the share price has languished, dropping nearly 40% in just over a month. So the question […]

Investing won’t make you rich. Not on its own. Done right, it will certainly help grow your money — and, over time, that growth can be considerable. But if you really want to build enduring wealth you should also focus on saving. That’s the fuel on which the fire of compounding burns. If you can scrape together $2,000 and invest that for a […]

One of the most appealing things about investing, at least in principle, is that instead of working for your money, your money is working for you. But don’t fool yourself; if you’re going to be a stock-picker you’ve got to be prepared to put in the hard yards. Sifting through hundreds (if not thousands) of individual companies, identifying the best candidates, […]

The company delivers on its promise of positive operating profit

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 […]