The BNPL Sector Faces Its Sternest Test
The New Criterion’s Tim Boreham assesses what the virus and lockdown mean for Afterpay and other listed buy now, pay later companies.
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Who (Eventually) Benefits From The New Oil Shock
In more normal times – and nothing is normal at the moment – low oil prices benefit the global economy and stocks such as manufacturers and transport companies. Tim Boreham outlines those Australian companies which stand to benefit from significantly lower energy prices.
Read MoreDo Less Risky Stock Market Exposures Really Exist?
With a sense of raw panic descending on global stock markets, the question is whether there are any truly safe havens in terms of remaining exposed to equities?
Read MoreThe New Cinema Blockbuster As Village Fades To Black
Just as video didn’t kill the radio star, DVDs didn’t snuff out the silver screen and then streaming failed to deliver the mortal blow.
Read MoreASX Biotech Poised To Disrupt Global IVF Market
ASX-listed Memphasys (MEM), has developed a novel device to separate and select sperm more quickly and effectively than the current methods. Dubbed Felix, the device uses electrical fields and membranes to sort the sperm by quality and size.
Read MoreIs There Value In Unloved Coal Stocks?
In adversity lies opportunity and some deep-pocketed investors have recognised that, like the Stone Age, the era of coal won’t end overnight.
Read MoreAll The Dope On Emerald Clinics’ Limp Debut
Having been long on promises but short on deliverables, the ASX listed cannabis sector is taking an evolutionary step from growing the stuff to proving that pot is indeed the healing herb it is meant to be.
Read MoreWhen High-Flying Tech Darlings Return To Earth
The savage share sell down of Nearmap highlights the dangers of investing in tech stocks valued on lusty revenue multiples that leave little room for error. Given that billion-dollar valuations have become common in the sector, no doubt other casualties will emerge as the reporting season unfolds.
Read MoreStocks That Tap The Disaster Zeitgeist
As is the norm, the speculative end of the market moves to its own rhythms and influences. In this vein, here are three ‘special situation’ stocks that plug into the topical anxieties of natural disasters, the coronavirus threat and the security of domestic gas supply.
Read MoreBehind The Victorian Gold Revival
The New Criterion’s Tim Boreham explains why junior gold miners are rushing to secure long abandoned riches in the Bendigo/Ballarat goldfields.
Read MoreBushfire Impact: Affected Stocks
With the prolonged bushfire crisis now abated thanks to the efforts of Mother Nature and tireless firefighters, Tim Boreham ponders the effect of the firestorm on listed equity exposures.
Read MoreIroning Out The Blight Of Money Laundering
It may be cold comfort for shareholders of Westpac and the Commonwealth Bank, but our two biggest banks are not alone when it comes to breaching anti money laundering rules.
Read MoreSmall Cap Dividend Stocks You Probably Have Never Heard Of
For yield chasing investors, the small-cap sector can offer attractive dividends based on sound and sustainable earnings. Many of these dividends delights are virtually unheard of, which means they haven’t been bid up as aggressively as the handful of blue-chip stocks that investors flock to.
Read MoreThe Opportunities In – And Pitfalls Of – The Data Storage Sector
While demand for shared cloud-based data storage shows no signs of abating in a hurry, local data centre oversupply is looming as a short term issue.
Read MoreFour Small Cap Recovery Stocks
When it comes to small caps that have lost their way, it’s all too easy for investors to banish them from their portfolios and move to fresher pastures. In fact it’s quite cathartic. But don’t be so hasty: enterprises rarely evolve in a neat linear fashion.
Read MoreIs Copper Due For A Run?
The bellwether of global economic activity, copper has pretty much marked time over the last 12 months price-wise – a fair reflection of the sluggish conditions.
Read MoreHow To Benefit From Short Selling
With an increasing number of activist short selling campaigns targeting stocks perceived as overvalued, nervous directors will be asking ‘who’s next?’
Read MoreIn Any Language, English Testing Is A Lucrative Market
The federal government may have succeeded in cleaning up the woeful private vocational education sector, but now faces a fresh issue in its quest to protect the $35 billion foreign student trade.
Read MoreThe Benefits And Risks Of Credit-Focused Listed Investment Trusts
With investors clamouring for better yields than paltry returns on cash deposits, the world’s top debt whisperers have obliged with an expanding cluster of ASX-listed funds to give retail punters an exposure to a $US2 trillion global sector hitherto the preserve of institutions and sophisticated investors.
Read MorePicking The One Cent Wonders That Could Become Dollar Dazzlers
When a stock is trading at a fraction of a cent, it’s usually a message for investors to abandon all hope and sell for the tax losses while they can. But ‘penny dreadful’ shares can sometimes rise from the ashes.
Read MoreTwo Ways To Play The Pain Medication Game
Massive legal settlements in the US have highlighted the scourge of opioid abuse, but Australian producer Palla Pharma is confident the drug class will remain the world’s foremost pain medication. Meanwhile, Paradigm Pharmaceuticals presents an alternative.
Read MoreBehind The Lithium Market Meltdown
The stronger-for-longer lithium story is not exactly panning out as such, with a global oversupply emerging and the upbeat blue sky stories supplanted by tales of woe from the emerging producers. The same thing’s happening with that other wonder battery metal, graphite.
Read MoreThe Genuine Investor Interest Behind The Fake Meat Trend
Meat substitute stocks are all the rage in the US, but locally there’s a more limited bill of fare for investors – for the time being at least.
Read MoreTwo Retail Suppliers To Watch
Being a supplier to the big bad supermarkets hasn’t been a fun place over the last decade, but two of the sector’s stalwarts are fighting their way out of the retailing wilderness.
Read MoreThe ASX Stocks Storming The US Military Establishment (Or Trying To)
A paradox of the Pentagon is that it can start a war in about five minutes, but when it comes to selecting contractors to supply the materiel the process drags out for years. But some ASX stocks are achieving success in their assault on the military establishment.
Read MoreShould Investors Squeeze Into The Co-Working Collaborative Zone?
Shared office space used to be just that: cheap digs for start-up enterprises. Now it’s a burgeoning property sub-sector.
Read MoreThe Emerging Winners In ‘Cannabis Corner’
Hampered to date by a lack of doctor awareness, perception issues and a dearth of approved treatments, the local medicinal cannabis sector is showing the first buds of meaningful growth.
Read MoreThe Two Stocks Motorists Love To Hate
Speeding motorists and errant parkers hope they will never do business with Smart Parking and Redflex. But should investors?
Read MoreSniffing Out Golden Opportunities On The ASX
Bullion’s romp beyond the record $2000 an ounce level in Aussie dollar terms has prompted investors to take a closer look at the pantheon of ASX-listed local gold producers – despite some problems in the mid-tier that have tarnished the sector.
Read MoreInvesting In The Egaming And Esports Boom
Egaming (or esports) is big business globally and four ASX minnows are jostling for their turn at the console.
Read MoreThe Companies Tackling Cyber Security In Schools
As well as the French, the Victorian and NSW governments are banning mobile phone usage in schools. While the jury’s out on how effective the measures will be, two listed minnows are eyeing the opportunities.
Read MoreA Reality Check For The Buy Now Pay Later Sector, Or The Beginning Of The Beginning?
The Australian Stock Exchange’s status as the global home of listed buy now pay later stocks is under scrutiny and yet the bandwagon keeps rollin’ on.
Read MoreTwo Food Plays With Problems As Well As Potential
With a new backer, Food Revolution Group is taking an aggressive approach to the Middle Kingdom. Further up the food chain, investors are trying to work out whether Costa Group’s issues are cyclical or more systemic
Read MoreWho Is The Next Takeover Target?
The takeover activity at the top end of town is permeating down to the small to mid-sized sector, raising the perennial question of who might be next to garner interest from cashed-up or merely opportunistic acquirers.
Read MoreASX Satellite Plays That Are Out Of This World
Building and launching satellites has never been cheaper and easier, spurring a constellation of ASX-listed satellite plays
Read MoreCan Producers Have Their Yellowcake And Eat It Too?
Waiting for the depressed uranium market to turn is like waiting on the platform for a tardy train, but the fundamentals for a recovery are in place.
Read MoreTapping The Home Automation Boom
Hey Google! What ASX small caps are exposed to the unfolding home automation boom? The answers are below
Read MoreWhy This Tech Fund Trades At A Steep Discount To Underlying Assets
The only pure-tech listed investment company on the ASX, Bailador Technology Investments (BTI) 93c adheres to a simple charter of providing investors with a one-stop exposure to emerging local innovators with a decent chance of cracking a global market in the same vein as Afterpay, Atlassian or Wisetech Global.
Read MoreShould Automotive Holdings Investors Trade In Their Shares?
The mooted merger of Australia’s biggest and second-biggest car dealers groups make sense, but there are still some curves and potholes to navigate.
Read MoreIs High Purity Alumina The Next Battery Gold Rush?
Cobalt? Passe. Lithium? Soo yesterday. Graphite? Get with the program, please: high purity alumina is the vogue battery metal.
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