Most of the current commentary in the oil market is … Continue reading The Oil Price is Biting
Katana – Buy Hold Sell: 5 stocks with demographic tailwinds
Australia’s population is ageing. Those aged 65+ made up 13.8 … Continue reading Katana – Buy Hold Sell: 5 stocks with demographic tailwinds
Are you your own portfolio’s worst enemy?
Protecting your portfolio from poor thinking It is a fact … Continue reading Are you your own portfolio’s worst enemy?
How to think about Australian Grocery Retailers
Australia’s Woolworths slashes profit outlook, seeks new CEO
The sense of crisis swirling around iconic Australian supermarket chain … Continue reading Australia’s Woolworths slashes profit outlook, seeks new CEO
Search for solutions as big squeeze flows through
Ausdrill suffered a net loss of $177 million for the … Continue reading Search for solutions as big squeeze flows through
Lithium Mining in WA crucial as global demand grows
SOLAR powered batteries will be as successful as the iPhone … Continue reading Lithium Mining in WA crucial as global demand grows
The Good, the Bad and the Worse
We conducted a small investor tour this week visiting 8 … Continue reading The Good, the Bad and the Worse
Should investors be tempted by cheapened bank hybrids?
Investors in bank shares have enjoyed huge gains over the … Continue reading Should investors be tempted by cheapened bank hybrids?
Those Who Forget the Mistakes of the Past are Doomed to Repeat Them – Part II
It should be clear that speculative booms can last a … Continue reading Those Who Forget the Mistakes of the Past are Doomed to Repeat Them – Part II
Those Who Forget the Mistakes of the Past are Doomed to Repeat Them – Part I
First came the Daleks, then Darth Vader and then Davnet. … Continue reading Those Who Forget the Mistakes of the Past are Doomed to Repeat Them – Part I
3 Things we learnt from our catchup with Santos (STO)
STO is polarising analysts, fund managers and retail investors alike. … Continue reading 3 Things we learnt from our catchup with Santos (STO)
Investors stung by dropping banks
Index investors stung by dropping banks Vesna Poljak Published: May … Continue reading Investors stung by dropping banks
Australian banks’ golden run over as growth plateaus
May 6 A golden era of record profits and lush … Continue reading Australian banks’ golden run over as growth plateaus
TurmOIL or Opportunity? We explain why Oil is compelling
In crisis there is opportunity. Katana Asset Management believe that … Continue reading TurmOIL or Opportunity? We explain why Oil is compelling