Small caps roared back to life in 2019 following the liquidity injection provided by the "Fed pivot," with tech stocks leading the way and helping the ASX small industrials to a 17% gain for the year to date. But the question now is whether or not this spectacular run can... Show More
Investors have rewarded stocks demonstrating the ability to deliver growth while also exceeding market expectations. However, the multiples on some of these stocks are clearly dividing market commentators In this episode of Buy Hold Sell, the panel put the spotlight on three emerging growth names including Citadel Group (ASX:CGL), IDP... Show More
The ASX drifted marginally lower today, pulling back from recent highs but not aggressively so. Most Asian markets were higher while US futures were pretty flat during our time zone. Interesting to see the yield sensitive REITS pullback today which fits our commentary in the AM report today – the... Show More
I felt like I was one of only a handful in the city today with the Easter School Holidays overlapping ANZAC Day and creating the perfect excuse to take or extend holidays. The market reflected it with the index closing flat. Gold stocks did well today on the... Show More
Well, one of the roughest month in a long time is behind us and November has seen a bit of rebound in share markets. Microcap's were one of the worst hit in the last month, with the S&P/ASX Emerging Companies Index returning -10.91% for the month! Other indexes faired somewhat... Show More
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