Investment Opportunities

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Six blue-chip updates: part 2

In the middle of another COVID-19 shutdown and with most companies approaching full year earnings season, it’s important to take stock of what occurred in the previous few months. We have taken the opportunity to provide an update on some non-traditional Aussie blue-chips after the strongest quarterly for the market in decades.

6 stocks that benefit from rising tensions in the South China Sea

The South China Sea conflict has largely been a case of ‘failure to act’ whilst the law of the sea has been flouted. China continues to exert military control over its neighbours over the hotly contested waterways, completely unabated.

Get travelling: No excuse for SMSF shares xenophobia

Australia’s army of self-managed super fund (SMSF) proprietors show their patriotism in their asset allocation: while they have just under 30% of their portfolios in Australian shares, on the most recent data, their international share holdings are a fraction of this, at 1.2%.

Woodside and Horizon the Top Oil Plays, Says Tamim

The need for crude oil – and other fossil fuels –  is not going away anytime soon, and investors should be holding some assets that benefit from higher oil prices. That’s the contrarian contention from Tamim Asset Management, which has a near-term (18–24 months target on oil of US$50 a barrel; and, longer–term, does not rule out oil seeing a triple-digit price, which it has not seen since 2014.

The Dogs of the ASX 200 for 2021

What a year it has been. From rising geopolitical trade tensions between USA and China to an unprecedented pandemic that spread over multiple countries and brought the global economy to its knees, it has been one unpredictable wild ride. Both the Australian and US markets traded in volatile conditions with many asset classes delivering poor results. The Dow Jones Industrial Index dropped by

Dr copper getting bullish, as red metal rebounds

That famous economist, Dr Copper, has rebounded from his pessimism in March, and is feeling positive. Copper has long been considered an accurate proxy for global economic health and activity, because of the extent of its use. The red metal…

Six reasons to consider Telstra post COVID-19

As a change of pace, I’ve taken a look at the outlook for Telstra both during and post COVID-19. The share price fell from a high of around $4 in February to around $3.04 in mid-March and still sits around…

How the ASX market sectors performed

The Australian equity market avoided a fall of 30 per cent or more in 2019/20, which is where it was headed when things were at their worst in March, but it was still the worst local sharemarket performance in almost…

Is Fisher & Paykel Healthcare the next CSL?

Fisher & Paykel Healthcare (ASX: FPH) has released its FY20 full-year result for the 12 months to 31 March 2020. What is Fisher & Paykel Healthcare? Fisher & Paykel is a manufacturer, designer and marketer of products & systems for use…

Wesfarmers: a key beneficiary of working from home

This week we take a look at Wesfarmers who is a key beneficiary from the Work From Home trend during COVID-19 lockdowns.   WES is a diversified conglomerate with operations across retail department stores, home improvement, office supplies, resources, chemicals,…

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