Bond markets signal caution – time to pay attention READ HERE to learn more.
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Regis Resources Limited – could the share price indigestion be coming to an end?
David Buckland
May 21, 2021
The Australian gold sector occasionally throws out an interesting opportunity, and the severe share price decline of Regis Resources (ASX: RRL) over the past nine months, coinciding with the recent $650 million capital raising (241 million new shares at $2.70 per share) to acquire the 30 per cent interest in the Tropicana operation, may soon be a buying opportunity. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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ABC Nightlife – rising inflation
Roger Montgomery
May 20, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to discuss how U.S. stocks hit a one-month low on Tuesday as speculation that rising inflation pressure could prompt interest rate hikes. Technology stocks were among the biggest losers, mirroring a sell-off in China, where talk of tighter regulation sent technology shares sliding. With current and intermittent weakness in the share prices of high quality companies, is this a buying opportunity? Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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Raiz pioneers micro investing for new class of investors
David Buckland
May 20, 2021
Founded by our good friend George Lucas in 2016, and listed on the ASX in June 2018, Raiz Invest Limited (ASX: RZI) has a market capitalisation of around $140 million and is the mobile-first platform and app that focuses on millennials to automatically invest and save. The company has been steadily growing its funds under management and has recorded an 82 per cent increase in the year to April 2021 to $738 million. Continue…
by David Buckland Posted in Companies, Editor's Pick.
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Why today’s inflation fears provide a great share-buying opportunity
Roger Montgomery
May 19, 2021
Right now, inflation is the new bogey man. And it’s having an impact on equity markets. But is rising inflation just a blip caused by short-term bottlenecks in the supply of labour, or a long-term structural issue? If it’s just a blip – which I think it is – then any weakness in the share prices of high quality companies will provide us with a classic contrarian opportunity. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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What return can you expect from Australian equities?
Tim Kelley
May 18, 2021
Equities, while volatile, have historically provided attractive returns to long-term investors. The ASX All Ordinaries Index, for example, has delivered a compound total return (capital growth plus dividends) in the region of 12 per cent p.a. since 1900. Continue…
by Tim Kelley Posted in Market commentary.
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Oneview Healthcare’s world first cloud-based care experience
Stuart Jackson
May 17, 2021
ASX-listed global healthcare technology company Oneview Healthcare plc (ASX:ONE) recently launched the world’s first and only cloud-based care experience platform. This comes at a critical time to meet the demand for digital services driven by the pandemic. Continue…
by Stuart Jackson Posted in Companies.
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Pendal’s acquisition doubles the US footprint
Dominic Rose
May 14, 2021
Global fund manager, Pendal Group (ASX:PDL), has just announced the strategic acquisition of US-based Thompson, Siegel & Walmsley (TSW). The acquisition delivers material scale to the existing US operations and is expected to be double-digit earnings accretive in the first 12 months. Continue…
by Dominic Rose Posted in Companies.
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What’s behind Tencent Music Entertainment’s share price decline?
David Buckland
May 13, 2021
After performing admirably for much of the March 2021 quarter, Tencent Music Entertainment (TME) (market capitalisation of US$25.7 billion), has experienced significant share price dislocation over recent weeks, declining from over US$30 to the current US$15 per share. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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