BuildingIQ (BIQ: ASX) Is a stock that is completely off the wider investment radar for a reason that will become obvious in due course. That doesn’t mean though it’s not an interesting investment proposition. Show More
Well, the first quarter of FY19 is behind us and it has been tough for microcaps. As I alluded to in my newsletter last month, reporting season overall was pretty insipid as far as microcaps were concerned. This is reflected in the performance of the index with the S&P/ASX Emerging... Show More
MedAdvisor (MDR: ASX) operates in the healthcare IT space, specifically in improving the interaction between pharmacies, patients, drug manufacturers, doctors, and government. MDR provides a fully digital end to end experience for handling medical scripts for prescribed medication, primarily targeting chronic conditions which require ongoing medication management. Show More
At a recent technology conference, I attended there was a whole panel discussion on the opportunities around the use of technology and innovation in the education sector. While not as sexy and almost ubiquitous as FinTech or platform businesses like Facebook and Netflix etc. Education globally is still a huge... Show More
Well, another reporting season has come and gone. After sifting through literally hundreds of microcap results my assessment was that it was a very average reporting season for microcaps. A few standouts with good beats to guidance and strong outlook statements but the vast majority came in soft or missed... Show More
Scott Haslem started his career in 1991 as an economist working alongside the likes of Glenn Stevens and Bernie Fraser at the RBA. Today he is the Chief Investment Officer of Crestone Wealth Management, a firm that oversees ~$16 billion of assets on behalf of wealthy individuals and not for... Show More
Silex Systems (SLX: ASX) a long time listed uranium play is cutting a forlorn figure these days on the ASX boards. SLX recently announced that it had failed to resolve all the due diligence issues with regards to its purchase of 76% of is GLE joint venture from its JV... Show More
This month we outline four microcaps to watch, and discuss some research from Goldman Sachs on coverage at the small end of the market. We also talk to a high performing microcap fund, and discuss one of the more interesting stocks from their portfolio. Show More
Energy Action (EAX: ASX) has had a very chequered past in recent times. Following a successful IPO and relatively successful early days post IPO the performance under the tenure of the previous CEO Scott Woodridge was a torrid affair from a shareholders point of view. The share price fell from... Show More
Much has been made of the increased popularity of passive investing, and rightfully so. Markets have generated excellent returns over the long term, and index tracking Funds or ETF’s provide very low-cost exposure to highly diversified portfolios. However, in this wire, we explain what it has in common with investing... Show More
We are on the home stretch of FY18 and microcap and small caps indexes have continued to demonstrate strength. Once again, microcaps significantly outperformed large caps. The S&P/ASX All Ordinaries Accumulation Index returned a -3.69% for the Q3FY18. In contrast, the S&P/ASX Emerging Companies Index posted a -1.85% return in... Show More
Veris Limited (VRS: ASX announced another acquisition in its continuing strategy to rollup firms in the surveying and urban/regional planning business. Veris decided to wind down its old OTOC construction business over last 18 months to focus on its surveying and planning strategy. The new acquisition was well received with... Show More
Kip McGrath Education Centres Limited (KME: ASX) has been a long-standing microcap on the ASX. The company provides private tuition for students through a network of franchise tutors. The company has been overhauling its business model and systems in the last few years in order to improve profitability and capture... Show More
Consolidated Operations Group (COG:ASX) is the new incarnation of the old Armidale Investment Corporation (AIK:ASX). COG has been slowly transitioning itself from the old LIC structure to a proper operating business structure over the last two years. COG is now pursuing two main lines of business: Show More
In this wire, I share the team's outlook for Australia's economy and equity markets. Corporate Australia delivered earnings growth of 18% in FY17, with the market relying on Resources to do most of the heavy lifting. Disruptive and cyclical challenges remain a defining feature, but a pick-up in capex, a... Show More
Growth is increasingly elusive in today’s world, particularly from companies experiencing organic top-line revenue increases. There are very few companies that can grow revenues and earnings organically from operating purely in Australia as many of their products and services are saturated domestically. So where do we find companies that are... Show More
MedAdvisor (MDR: ASX) operates in the healthcare IT space, specifically in improving the interaction between pharmacies, patients, drug manufacturers and doctors. They provide a fully digital end to end experience for processing medical scripts for prescribed medication. Show More
The tide has turned. When I wrote Fuzzy Future for Fundies almost a year ago, the concentrated nature of the ASX All Ordinaries Index was the only thing holding back the index investing wave. Show More
HGL Limited (ASX: HNG) is a mini-conglomerate containing predominantly distribution businesses. HGL distributes some of its own propriety brands and third party brands in the Australia and New Zealand market. The business has been in a turnaround or self-help mode for the past 3 years and these efforts are now... Show More
Recent takeover activity, including that surrounding Australia’s Spotless Group and Dutch paints and coatings maker AkzoNobel, has investors asking the question: what’s in a company’s long term interests and who’s to decide? Show More