Equities
Oscar Oberg

CIMIC Group (ASX: CIM) is a global engineering-led construction, mining and services business with a history dating back to 1899. This week, CIMIC released their 2019 annual general meeting update, guiding to a strong outlook for the year. The company pointed to a robust order book and expected... Show More

Equities
Oscar Oberg

Investors’ desire for growth outside of the suffering Australian economy was a major theme to emerge in the February 2019 Reporting Season, particularly in the small-to-mid-cap segment of the market. Since around September 2018, economic data in Australia has weakened, largely due to the flow-on effect of falling house prices on... Show More

Equities
Oscar Oberg

Nufarm (ASX: NUF) is an undervalued agricultural crop protection company that has strong global exposure with 97% of earnings originating from outside Australia. We invested in NUF as we believed the market was incorrectly assuming that poor drought conditions in Australia and Europe would continue indefinitely. Furthermore, the share price... Show More

Equities
Alex Cowie

Last week we shared the ‘the ten most tipped stocks for 2019’ each of which received more than 1% of the ~2500 stock tips from readers in our recent survey. Today's wire looks at the next tier down: the stocks that got between 0.5% and 1.0% of tips. It’s an... Show More

Equities
Oscar Oberg

I can honestly say that as a father of two young kids, having a baby for the first time is definitely the most rewarding thing I've ever done. But I tell you what, it's tough. I mean, think of all the dirty nappies, the endless crying, the spewing, and my... Show More

Buy Hold Sell
Buy Hold Sell

There are about 2000 companies that fall into the micro-cap universe, and it’s the nursery for those companies that will go on to become future leaders on the ASX. The challenge is finding quality; just 25% of companies with a market cap under $250 million make a profit, and only... Show More

Buy Hold Sell
Buy Hold Sell

Tech - it’s a sector that local investors just love to hate, but if you didn’t own a handful of these high PE names of late you missed out on some stellar price action. In August just four technology stocks generated ~60% of the returns for the small ords. Stratospheric multiples... Show More

Buy Hold Sell
Buy Hold Sell

Small caps have been sizzling in 2018 and there’s been big moves in a number of market darlings post their results. Analysts and investors have been left scratching their heads as earnings fundamentals seem at odds with the outsized market reactions. In this episode of Buy Hold Sell we’ve invited... Show More

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