Equities
Tim Boreham

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. Avocado prices aside, the other big issue swirling around the Newtown/Fitzroy milieu is: have... Show More

Equities
Tim Boreham

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. With dollars to spare, private equity features strongly in the takeover activity to date. For... Show More

Equities
Tim Boreham

Hey Google! Which ASX small caps are exposed to the unfolding home automation boom? The answer is the minnows Buddy Technologies (BUD, 5.4c) and Quantify Technology Holdings (QFY, 0.8c), although we caution that both have disappointed in the past. For the Adelaide-based 'cloud' minnow Buddy - previously Buddy Platform - now... Show More

Equities
Tim Boreham

With both China and India closing their borders to plastic waste imports, the pressure to address the problem elsewhere has increased by several notches. In short, both western and developing countries are drowning in mountains of non-recyclable plastic, eight billion tonnes of which finds its way to the ocean and... Show More

Equities
Tim Boreham

Which of the ‘buy now, pay later’ providers offers the best value and upside for investors: Afterpay, Zip, or neither of the above..?The rise of Afterpay (APT, $24.80) from obscurity to a circa $6 billion market cap entity has been widely documented, but less so Zip’s emergence from a... Show More

Equities
Tim Boreham

One value-seeking investor recently proposed a daring mission for Criterion which, naturally, your intrepid columnist chose to accept: identify a handful of small cap stocks with reliable earnings and dividends, trading on an earnings multiple of ten times or less and a yield of more than 5 percent.Given that excludes... Show More