Tony is a former managing editor of BRW, Shares, Personal Investor, Asset and CFO magazines. He specialises in small listed companies, IPOs, entrepreneurship and innovation and writes a weekly blog for The Sydney Morning Herald/The Age on small companies and entrepreneurs.
Either analysts are too positive on ALS and need to lower their earnings forecasts, or the market is too bearish and overlooking the link between a rallying gold price and ALS. Here’s why I favour t..
I’m not saying equities will correct tomorrow but as prices climb, savvy investors should ensure they have a “late-cycle” portfolio that’s more defensive. Here are 4 strategies (to help make a..
The crop-protection and seeds company, Nufarm (NUF) has had a horror year. Potential litigation risks surrounding the herbicide Roundup causing cancer, the effects of the drought and short sellers. Ho..
Link, Costa Group Holdings, Appen, Reliance Worldwide Corporation and Flight Centre headline a list of companies lowering profit guidance this quarter. Contrarians who buy companies that are torpedoed..
I’ve identified 3 contrarian sell and buy themes for FY20 to provide you with ideas on sectors and stocks to take profits on, and those that are out of favour, undervalued and worth buying.
Morrison’s “miracle” last Saturday has provided a tailwind for private-hospital operator Ramsay Health Care. RHC is my preferred healthcare stock and here’s why.