CommSec's Tom Piotrowski speaks with Creso Pharma (CPH) Director of Strategic Partnerships, Chris Hession about the company’s medicinal marijuana products, market opportunities in Canada and its plans for Australia. Show More
I recently travelled to the US for a closer look at global health care companies. The trip was timely - the investment decision in the sector became increasingly contentious during 2016, driven by the US political debate as well as some weakening fundamental trends in the stocks. I came away... Show More
Aussie market's up trend is about to break as US optimism struggles to support stretched multiples. Aussie markets has experienced profit taking cycles every 2-3 months over the last year. We estimate downside risk in the short term to be around 5-7%. High PE growth stocks will once again be... Show More
A re-evaluation of investment theses is underway across all asset classes, industry sectors and geographies. Investors must quickly adjust to rapid shifts in the investment landscape’s tectonic plates or risk losing ground. We remain structurally positive on technology stocks thanks to strong levels of innovation. While smartphone growth is fading... Show More
The healthcare industry is always evolving, and new therapies drive ongoing growth over and above the growth from the ageing demographic. However, it’s important that investors recognise that the sector’s growth doesn’t necessarily translate equally to each participant, for example, when new therapies displace incumbents. Three particular drivers of change... Show More
Aussie market fell on the open after banks turned from positive to negative on CBA result before a recovery in the second half of the day erased most of the loses. The market was held up by Health Care and Gold sector while Utilities, Energy and Retail were the main... Show More
Aussie market delivered a solid positive day on the back of the banks, health care and staples while commodities risk did not take down resources as much as expected. That’s 13 positive days out of 17 trading days in July. The Aussie market was mainly driven by the rate cut... Show More
Aussie market opened positively on global sentiment and then withered away after making two attempts at staying above 5530. Aussie market today was mainly driven by the rate cut expectations. Regulatory approvals helped push AIO/QUB and MTS. SIV follows CIM in getting hammered for negative market update. The market is... Show More
Aussie market started with a rocket on the back of health care sector in the first hour and then went sideways for the rest of the day. Even if it’s not window dressing for the end of quarter and end of financial year, the bounce in the market form the... Show More
Aussie market was slaughtered on Brexit while European markets will be road kill as the momentum truck goes through tonight. We can see FTSE pulling back between 15-20% in this down cycle while US is looking at 8-10% down cycle. When market sentiment is shot and they move into freefall,... Show More
