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How Investors Could have Spotted Lendlease’s Capital Raising

You may remember us writing about the ‘diversified’ development, construction and property management business Lend Lease Group.

CSL: A true global leader

In the latest of our never sell stocks, is one of Australia’s true global leaders, CSL, or Commonwealth Serum Laboratories. The company was founded in 1916 and was actually part of the Federal Government at the time. CSL is a…

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…

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