Andrew pitches Integrated Research (ASX:IRI), Claude makes the case for Xref (ASX:XF1), and we answer some questions from listeners.
Episode 9: Integrated Research, Xref and Mailbag
FINSIA Investor Education Series
Over the past few months I’ve had the privilege of giving a series of talks at the Financial Services Institute of Australasia — or FINSIA, for short. Targeted at private investors at the start of their journey, the series aimed to give attendees a solid grounding in the core aspects of share market investing. Free from jargon, and leaning heavily […]
Should you buy Lovisa (ASX:LOV) shares?
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 […]
Is Polynovo (ASX:PNV) a buy?
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 […]
2023 Market Outlook
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 […]
Episode 19: Recession Alert! Plus, ReadCloud, Hansen vs Wisetech and Valuation 101
One of history’s most reliable recession indicators just flashed red, so what does that mean? Plus, we outline the investment case for (and against) Readcloud (ASX:RCL). We compare Hansen with Wisetech, and ask why the market values these two seemingly similar companies so differently. And, finally, we give a short lesson in valuation. For more great content, please visit us […]
Investing in uncertain times
If there’s one thing that markets hate, it’s uncertainty. And with trade wars, political ructions and mixed economic signals — not to mention a host of company specific factors — it’s tempting for investors to sit on the sidelines until the outlook becomes clearer. The trouble is, if certainty is what you crave, you could be waiting for a long, […]