Where is the upside for Nufarm?

Stuart Jackson

Australia’s drought may be the worst in 800 years and is also likely to affect many agriculture companies. Reviewing the FY2018 result by agricultural chemical company, Nufarm (ASX:NUF), makes interesting reading. While Nufarm’s results were in line with the guidance provided by the company in July, the result includes two... Show More

Upcoming bank results should cheer investors

Stuart Jackson

Three of Australia’s biggest banks – Westpac (ASX: WBC), ANZ (ASX: ANZ) and NAB (ASX: NAB)– are about to report, and we think there’s plenty of reasons to be optimistic. A turnaround in the trajectory of net interest margins, and good news on bad and doubtful debts, should leave investors... Show More

In the US, another big retailer bites the dust

Stuart Jackson

Amazon and changing consumer habits claimed another victim during the week with US ‘category killer’ Toys R Us filing for Chapter 11 bankruptcy protection. This brings the total number of US retailers that have filed for Chapter 11 to 24 this year, up from 18 in 2016, according to S&P... Show More

IEL continues to profit from the international education boom

Stuart Jackson

The education of international students is now Australia’s third largest export – just behind iron ore and coal. One high quality business that has successfully leveraged off this growing industry is IDP Education (ASX: IEL). IEL is a global leader in international student placement services. It recently reported its FY17... Show More

Why is there a mixed picture of the Australian economy?

Stuart Jackson

Recent data indicates that Australia could be about to enter a period of lower economic growth. While there’s been a surge in business investment and stronger conditions in the resources states, it’s unclear if this can offset weaker consumer spending and residential construction. Show More

Watch out for stock valuations when QE ends

Stuart Jackson

Central banks could soon end their bond buying activities, thereby unwinding quantitative easing. Should this occur, real interest rates would again be driven by the normal forces of supply and demand. And this could affect stock valuations. Show More

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