We believe that the market is currently discounting the earnings … Continue reading Mineral Resources is positioned to surprise
Katana – Hot Stocks (The Sunday Times)
Katana Asset Management Speculative Buy – Troy Resources (TRY) $0.225 … Continue reading Katana – Hot Stocks (The Sunday Times)
Katana – Hot Stocks (The Sunday Times)
Katana Asset Management Add – Cash We see a number … Continue reading Katana – Hot Stocks (The Sunday Times)
2 Emerging Gems
Icar Asia Limited (ICQ): 2 important things happened this week … Continue reading 2 Emerging Gems
Fund Performance – Mercer
Whilst the September quarter was a tough period, we have … Continue reading Fund Performance – Mercer
ASX sags as Telstra, banks underswhelm
A buoyant start to the week on the Australian sharemarket … Continue reading ASX sags as Telstra, banks underswhelm
Adaptation is the name of the investment game
In the rough and tumble world of managing other people’s … Continue reading Adaptation is the name of the investment game
Westpac has written the playbook – others now likely to follow
Westpac Banking Corporation (WBC) has re-listed this morning after finalising … Continue reading Westpac has written the playbook – others now likely to follow
A quarter to forget on the ASX, and the next isn’t looking great
The Australian sharemarket has suffered its worst quarter in four … Continue reading A quarter to forget on the ASX, and the next isn’t looking great
Glencore sell-off won’t force investors to shed mining stocks
The unprecedented dive in the value of shares in miner … Continue reading Glencore sell-off won’t force investors to shed mining stocks
Miners smashed in market rout
Australian resources stocks were rocked in the wake of British-listed … Continue reading Miners smashed in market rout
Energy Company Short Positions at Multi-Decade Highs
The graph below courtesy of JPMorgan relays an interesting message: … Continue reading Energy Company Short Positions at Multi-Decade Highs
US Oil Production IS Declining
One report this morning indicated that oil may fall as … Continue reading US Oil Production IS Declining
We’re Missing the Point on Oil
The problem with oil is not that it is ‘suddenly’ … Continue reading We’re Missing the Point on Oil
Katana: A stock we like for rising US interest rates
The Wall Street Journal’s August Economic Survey shows 82% of … Continue reading Katana: A stock we like for rising US interest rates