Latest Commentary



Thursday, 28 February 2019

Monday, 25 February 2019

Saturday, 23 February 2019

Thursday, 21 February 2019

My favourite childcare stock and REIT

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I became bullish on G8 Education in late October 2018 at $2.05. The stock is now $3.60. I’ve also written favourably on ARENA REIT and still believe it’s the best way to play long-term growth in this sector..

Monday, 18 February 2019

Saturday, 16 February 2019

Thursday, 14 February 2019

Lots of cash looking for a home

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I’m seeing signs of strength that tell me any market dips will be shallow. With a move back to December lows now appearing unlikely, cash sitting on the sidelines will be looking for a home.

Monday, 11 February 2019

Saturday, 09 February 2019

Thursday, 07 February 2019

Don’t be sucked in

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In my opinion, the best of Apple’s long-term outperformance is behind it, which is another clear reason I see US equities underperforming in 2019.

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