Romano Sala Tenna of Katana Asset Management says his fund … Continue reading Investors hug cash and await volatility as growth, inflation concerns linger.
The Oil Price is Biting
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?
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
ASX struggles as bank woes outweigh oil surge
Further falls in the big banks and weakness in the major … Continue reading ASX struggles as bank woes outweigh oil surge