Latest Commentary



Monday, 30 August 2021

Saturday, 28 August 2021

Thursday, 26 August 2021

Monday, 23 August 2021

3 stocks that will knock your socks off

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Whether it’s socks or stocks, Warren Buffett says he likes buying quality at marked down prices. I’m of the same mind, and here are 3 stocks I believe will knock your socks off, if you’re patient.

Saturday, 21 August 2021

Thursday, 19 August 2021

Monday, 16 August 2021

A quality company with 36% upside

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Here’s a quality company that fits my view that certain stocks will be key beneficiaries of the reopening of our economy and Aussies getting back to going out and celebrating the end of lockdowns.

Saturday, 14 August 2021

Thursday, 12 August 2021

3 dogs I think will have their day

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In October 2020, I dedicated a column in this Report to BlueScope Steel, which at the time was $15.31 and unloved. BlueScope is now $23.80. Here are three other deep-value contrarian ideas, with one I’ve been..

Monday, 09 August 2021

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