Tapping The Home Automation Boom
Hey Google! What ASX small caps are exposed to the unfolding home automation boom? The answers are below
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Why 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 MoreCracking Open Cybersecurity Stocks
From ‘fake ads’ to top-secret governments to SMEs, ASX-listed cyber security providers are tackling the problems in very different ways.
Read MoreFiji Kava Taps In To The Complementary Medicine Craze
We got listed pot stocks and even a listed medicinal opium producer, so it was only a matter of time that a kava play would launch an IPO ahead of an ASX listing.
Read MoreZircon Miners On The March
While resources pundits regard copper as the commodity most reflective of the world’s economic strength or otherwise, the more obscure zircon arguably is an even better guide.
Read MoreASX Brewers Tapping Into The Craft Beer Revolution
With Foster’s Group and Lion taken over by foreign owners some time ago, local investors have been denied an ASX exposure to a major brewer. But for those hankering for a taste for beer there are smaller boutique alternatives
Read MoreBunker Down With These Defence Stocks
Given the current swooning stock market there’s plenty of talk about defensive stocks, but in the case of some of our listed defence suppliers that concept has a more literal hue.
Read MoreSmall Caps Charging Up The Electric Vehicle Market
If there’s one thing holding back the electrical vehicle sector it’s ‘range anxiety’ – the sickly feeling that you’re not going to make it to the next sparsely-located charging station and will spend the night by a lonely verge. Here’s a solution.
Read MoreThe Business Of Sports Technology: Where To Invest
In the contact sports sphere, concussion is fast evolving from an acceptable workplace risk to a multi-billion dollar headache for sports organisations and – more pertinently – their insurers.
Read MoreCan Coking Coal Stocks Still Fire Up Your Portfolio?
For Old King Coal, it’s a case of Coke is It: demand for metallurgical (coking) coal remains robust amid questions about the long-term outlook for thermal coal.
Read MoreAre Home Building Stocks On Solid Ground?
The listed builders of detached dwellings are holding their own amid a stiffening housing downturn, with the ‘strength in adversity’ message emanating from their recent profit results.
Read MoreDipping Into Water Stocks
The dry conditions in many of the key farming regions highlight the importance of water security for our listed agricultural plays. When it comes to water rights, some are in a better position than others.
Read MoreRoyal Commission Builds Solid Platform For Independent Wealth Providers
If there’s a clear winner from the murky swamp of revelations uncovered by the banking royal commission, it’s the provider of independent administration and investment platforms for the financial advisory industry.
Read MoreChecking In On The Childcare Sector
The listed childcare sector has been popular with investors, but emerging oversupply and affordability issues mean that all is not well in the sandpit. The operators are banking on the government’s revised subsidy scheme to revive their fortunes.
Read MoreFinding Growth In Fintech Stocks
Fintech Novatti is targeting migrants and foreign students in its quest to become Australia’s next bank. Meanwhile, Raiz (the former Acorns) is shrugging off a poor market reaction to its recent listing as it tries to reform the savings habits of Millennials.
Read MoreSeeking Talent In Recruitment Stocks
For the recruitment sector it’s been a case of hard labour for the last few years, but there are signs of a reprieve.
Read MorePot Plays Mull Over Their Strategies As Sector Goes Off The Boil
We wouldn’t say it’s gone to pot, but the ASX-listed cannabis sector is facing a much-needed reality check as investors realise that the medical marijuana aspirants need more than a ‘grow it and they will come’ strategy.
Read MoreFinding Value In The Aussie Gold Sector
The rising greenback means bullion continues to be under pressure, but in $A terms it’s a different story and the good times continue to roll for our ASX-listed miners. But with the majors looking fully priced, it’s time to dig a little deeper
Read MoreAre These LICs Worth Buying?
Growth stocks have outperformed value stocks in recent times, but the 31 year old value investor Templeton Growth Fund is a patient investor. Elsewhere in the listed investment company sector, a new fund is taking a different approach to ensure it doesn’t trade at a discount to asset backing.
Read MoreBurning Questions Over Avita, Polynovo Valuations
Both Avita Medical and Polynovo are in the game of developing innovative burns and wounds treatments, but investors ascribe disparate valuations. Is the cavernous valuation gap justified?
Read MoreThe New Criterion: Sigma Vs Ebos
Drug distributor Sigma’s loss of a major contract to supply the burgeoning Chemist Warehouse chain is a bitter pill to swallow, although the company maintains there are positives as well. In the meantime, the whole sector is looking more challenging as new entrants such as Amazon and DHL eye the market.
Read MoreAre Parking Stocks In The Right Spot?
While Smart Parking struggles to stay on the entry ramp in the UK following the sacking of its regional CEO and CFO, locally the age-old Hills conglomerate is alive to the sound of parking technology such as number-plate recognition.
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