How 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 More
In 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.
Read MoreMission (Almost) Impossible To Find Small-Cap Value
Your columnist declares Mission Accomplished with his quest to find three industrial small-cap stocks that represent deep value.
Read MoreThree ASX Water Plays Wading Into The Global Purification Market
Water water all around, but not a drop of drinkable stuff to be found. These three ASX stocks are tackling the emerging global shortage of potable water
Read MoreThe Booming Debt Consolidation Sector
Amid the ongoing fallout of the Hayne banking royal commission, another area of financial services has been subject to quieter reforms: the thriving market for debt agreement and debt consolidation arrangements.
Read MoreDairy Processors Milk Their Farmers As Drought Hits
Long synonymous with struggling dairy farmers and perpetual milk glut, Australia’s dairy market is rapidly tightening as the producers compete more aggressively for supply that has been eroded because of drought.
Read MoreNot So Fertile Ground For IVF Leader
The flagging housing market and sagging consumer sentiment ahead of the federal and NSW elections have affected the performance of an unlikely ASX-listed exponent – the assisted reproduction outfit Virtus Health (VRT, $3.98).
Read MoreWhere Does All The Grass Go? The Dilemma For ASX-Listed Pot Stocks
Amid the rush by the ASX listed ‘pot stocks’ to grow medical cannabis, the market has overlooked a key question: where will all the therapeutic hooch be processed?
Read MoreTwo Travel Small Caps Worth A Test Ride
Recent market entrant Jayride has ambitions to become the ‘bookings.com’ of airport transit services. Elsewhere in the travel sector, the expansive Sealink is navigating choppy waters as it awaits the outcome of a contract to run Sydney’s ferries.
Read MoreSatellite Stocks Shooting For The Stars
Two ASX-listed satellite plays are striving to reach for the stars, but to succeed they need to convince investors that a previous high-profile failure in the sector was an aberration
Read MoreTime To Bank On The Small Fry?
Not everything’s going right for the smaller banks, but the findings of the Hayne Royal Commission present a perfect opportunity to woo discontented Big Four customers. Should investors follow?
Read MoreTwo ‘True Blue’ Small Cap Tech Stocks
As with online dating, seeking a suitable partner can be a vexed pursuit for emerging Australian tech plays. As the experience of these two ‘true blue’ stocks attest, the partnering process involves many twists and turns.
Read MoreFishing For Bargains In The Small Cap Sea
For a sector that has heaped heartbreak on investors over the years, ASX-listed seafood exposures now present an ocean of choice to investors. Most of the expanding school of piscatorial plays are export-oriented – or aspire to be – and leverage Australia’s image of having pristine waters.
Read MorePoised For Recovery? Ten Beaten Down Small Caps That Might Rock In 2019
With so many investment babies being thrown out with the murky bathwater, do opportunities abound for the fearless, especially given the market’s positive start to the year?
Read More2018: Small Caps In Review
2018 began with bundles of promise for small-cap investors, but ended in misery interspersed with some rare delights. Your columnist trawls through his coverage for the highlight and lowlights and highlights potential opportunities for 2019.
Read MoreTin Miners Set For Better Times In 2019?
Tin might be one of the world’s most strategic metals, but it’s not reflected in the price of the commodity. But with supply issues looming, this could well change in 2019.
Read MoreSmall Cap Biotech’s Under The Microscope
After some earlier positive trial results, the biotech sector is seeking treatment after some less than impressive results. But does value remain for investors?
Read MoreNBN Rollout Rings In Opportunity For Small Cap Telcos
Two recent junior telco listings have been shunned by investors but they highlight the opportunities in the post-NBN world.
Read More