Blogs

A summary of the Australian Government’s COVID-19 stimulus

As we all come to terms with the short-term and unknown longer-term implications of the Coronavirus (COVID-19), and what a stage 3 lockdown could mean, the Federal and State Governments have been on the front foot announcing a series of measures…

Companies that may benefit from the new ‘oil shock’

The dramatic oil price plunge has been widely viewed as a precursor to recession and financial sector problems related to credit exposures to the stressed hydrocarbon sector. Investors in stocks such as BHP Billiton (BHP), Woodside Petroleum (WPL) and Santos…

Microsoft – dedicated to growth opportunities

In the latest of our ‘never-sell’ stocks, we take a closer look at Microsoft, one of the few trillion-dollar companies in the world. The foundation story of Microsoft is well known, as both Bill Gates and Paul Allen created the…

Searching for a safe haven

With a sense of raw panic descending on global stock markets, the question is whether there are any truly safe havens in terms of remaining exposed to equities. Investors need no reminder that the ultra safe alternative of cash deposits…

Champagne never goes out of style

This week we continue our coverage of ‘never sell stocks’. The purpose of this column is to put forward companies that we have confidence will be equally or more dominant in 20 years as they are today. We take a…

NVIDIA – one of the standout companies of the future.

This week we undertake a quick review of NVIDIA, a company we believe is one of the most important in the future of the global economy. Without getting too technical, NVIDIA is one of the world’s largest producers of Graphic’s…

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…

Kavanagh

The Australian Securities and Investments Commission started a heated debate last October, when it issued an SMSF fact sheet. The controversy continues. ASIC said running an SMSF was relatively expensive and time consumer, and $500,000 was an appropriate minimum balance…

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…