ANSWER: There will come a point when we plonk STO as a contrarian play but when that is anyone’s guess. Fundamentally the company is doing all the right things by reducing its costs and divesting non core assets to reduce debt. At some point (we think the Chinese especially) will be interested at making a […]
Crusaders (CAS) CEO Says “Watch This Space”!
ANSWER: We like JBH as a business and see it as one of the best retail stocks listed in Australia, but we are a little cautious due to the sentiment on the sector on the back of the Amazon effect. Historically JBH has been fantastic in navigating the constant changes in the electronics sector and […]
ANSWER: Has been recovering very well and recent announcements have added tailwinds to this contrarian play. FY17 results in August will be key together with outlook but already the bottom line is looking better after a period of underperformance. We feel this could go much higher as CAJ continues to focus on its core operations. […]
Did you know 77% of professional Australian Fund Managers are underperforming the market. With so many players in market saying they know best, and that everyone else knows nothing, we felt obliged to back this up with some proof. According to S&P, between 77-96% of active fund managers across bonds and shares have underperformed their […]
We are interested in more than just understanding shares, it is equally important that we understand the public perception of share trading. These insights are invaluable when you understand what the average investor deals with, emotionally and financially. So how effective are your peers when it comes to maintaining an active share portfolio? Unfortunately, a […]
The share market can be complex and on top of that ANY decision you make can make OR lose you money… Share trading is an emotional can of worms, especially when you know 77% of professional Fund Managers can’t pick a good stock to save their life! Before we developed our trending process, we put […]