Nicholas Forsyth

Yesterday BXB fell -9.9% after reporting earnings which were basically in-line with recently downgraded guidance but the future looks uncertain, and this is clearly where the market focused. Outgoing Brambles chief executive Tom Gorman said the result was disappointing with most of the problems focused around its US business where... Show More

Nicholas Forsyth

Yesterday’s intra-day strength in the local market surprised many investors including ourselves . The simple explanation for the ASX to gain over 70-points by lunchtime is money flowing into equities, which we believe is for two primary reasons - importantly not perceived value in the market. The almost impossible task... Show More

Nicholas Forsyth

Today we are going to look at 3 aggressive plays / trades that we are considering in November. Unfortunately we have been fairly quiet in this department recently which is a shame since we have a great strike rate in the short-term arena. If interest rates are heading higher and... Show More

Nicholas Forsyth

The US election is looming on Tuesday 8th November; personally, I would rather vote on a Saturday like we do. Currently, the polls have Hillary Clinton marginally ahead, but we all saw with BREXIT that there could be a huge margin for error in polls, especially when the race for... Show More

Nicholas Forsyth

News has been extremely quiet on the M & A front in Australia for some time even with the world awash with "free money". Then suddenly on the Labour Day public holiday, we have two big deals across the news wires after the low volume trading day with most states... Show More

Nicholas Forsyth

Currently, one of the hardest factors when investing in the Australian stock market is to find companies / sectors with decent growth potential moving forward that are on reasonable valuations. In a lot of instances, companies that have demonstrated strong growth over recent years are priced expensively, primarily due to... Show More

Nicholas Forsyth

TPG Telecom (TPM) got whacked after releasing results that were in line with market expectations – however, they disappointed in terms of future guidance. The market sold them off by 21.56% on Tuesday, which also took Vocus (VOC) down by 3.64%. It’s just another example of the market getting too... Show More

Nicholas Forsyth

Back on August 25th, we looked at the "increasing risks for the Chinese growth stocks" after they had suffered some significant declines. Investors who had entered the larger names, Blackmore's and Bellamy's earlier in the year, were losing money compared to the ASX200, which was mildly ahead. Chasing easy fast... Show More

Nicholas Forsyth

Good morning everybody, on what is likely to be a tough day for local stocks with the futures pointing to at least a 1.5% fall in early trading. Today, we have changed our usual question style report due to the large nature of emails received over the weekend on the... Show More

Nicholas Forsyth

We typically focus on the larger, more blue chip style investments at Market Matters and look to be active around positioning in these better known, more liquid stocks. Going down the food chain into the smaller areas of the market, where information typically comes direct from the companies, liquidity can... Show More