Tim Boreham
129 Articles0 Comments

The New Criterion

Having been long on promises but short on deliverables, the ASX listed cannabis sector is taking an evolutionary step from growing the stuff to proving that pot is indeed the healing herb it is meant to be. To date, the…

The New Criterion

The savage sell-down of aerial mapper Nearmap (NEA, $1.94) highlights the dangers of investing in tech stocks valued on lusty revenue multiples that leave little room for error. Given that billion dollar valuations have become common in the sector, no…

The New Criterion

With the stock market off to a galloping start in 2020 – at least before the coranavirus sniffles set in — most investors would have been content with a passive market exposure to the usual blue chips. As is the…

The New Criterion

For the best part of 50 years Victoria’s once fecund goldfields have been a basket case, given lack of government support and disastrous big-ticket attempts to revive the underground Bendigo and Ballarat mines. Now, the region is in the midst…

The New Criterion

With the prolonged bushfire crisis abating thanks to the efforts of Mother Nature and tireless firefighters, now’s the time for investors to ponder the effect of the nation’s biggest firestorm on their listed exposures. In terms of direct ramifications, a…

The New Criterion

Bored with the Big Four? Tired of Telstra? Have Coles and Woolworths exceeded their shelf life? For yield chasing investors, the small cap sector can offer attractive dividends based on sound and sustainable earnings. Many of these dividends delights are…

The New Criterion

According to NextDC (NXT, $6.39) chief Craig Scroggie, in the next 18 months the world will create more data than that ever produced since mankind emerged from the primordial slime. “This information explosion is forecast to accelerate exponentially as a…

The New Criterion

When it comes to small caps that have lost their way, it’s all too easy for investors to banish them from their portfolios and move to fresher pastures. In fact, it’s quite cathartic. But enterprises rarely evolve in a neat…

The New Criterion

The bellwether of global economic activity, copper has pretty much marked time over the last 12 months price-wise – a fair reflection of the sluggish conditions. The longer-term copper price graph also shows that at around US$5770 a tonne (A$8500),…

The New Criterion

It’s a nightmare come true for the boards of an increasing number of well-known ASX-listed companies: a short seller takes a position and then airs a research note outlining in blunt terms why the stock is grossly overvalued – or…