Newsletter

Nick Sundich

1,291 articles published

Consumer

Why are ASX consumer staple stocks struggling right now? Shouldn’t they be doing better?

ASX consumer staple stocks should be doing well right now, but they aren't. In fact, consumer staples is the 2nd worst-performing industry group on the ASX, while consumer discretionary stocks are up over 9% this year - only trailing tech stocks as the best performer. How can it be? Aren't there tough economic times right…

ByNick SundichDecember 4, 20230Comments

Resources

Here are 4 ASX mining developers that recently secured funding packages

ASX mining developers don't have it easy because it all costs money to bring projects into production. Nonetheless, once that funding is secured, it is a game-changer for these companies. After years of studies and expensive investor lunches trying to sell their stories, they can now look ahead to becoming a newly minted miner. We…

ByNick SundichDecember 4, 20230Comments

Uncategorized

Lithium stocks in Chile: The future looks cloudy, but there is still opportunity awaiting

Lithium stocks in Chile, particularly on the ASX, are facing an uncertain future. Since the 1980s Chile has been a major producer of lithium and copper globally which has called the interests of many countries and investors around the world. Australia has emerged as one country to express their interests in both lithium and copper,…

ByNick SundichDecember 1, 20230Comments

Education

Why was Charlie Munger so famous?

In light of his recent passing, you might be wondering why was Charlie Munger so famous? If you're reading this website, you're probably interested in stocks - so you know that it is because he was such a great investor. Although he was arguably overshadowed by his business partner Warren Buffett for much of his…

ByNick SundichNovember 29, 20230Comments

Education

Here’s why looking at a stock’s standard deviation is critical for investors

A stock's standard deviation is not something that many investors tend to look, even some professional investors. It is slightly more common to look at a portfolio's standard deviation. Our aim in this article is to convince you that you should pay more attention to it, just as is the case with other metrics. We…

ByNick SundichNovember 29, 20230Comments

Education

5 ASX Stocks that have seen substantial shareholders selling recently

When you see substantial shareholders selling their shares in their company on the ASX, whether all of them or just some of them (while still enough shares to net millions of dollars), it is certainly a cause for raised eyebrows. There's no suggestion that insider trading can automatically suspected generally, or that it is in…

ByNick SundichNovember 29, 20230Comments

Education

6 companies that suffered a remuneration report strike this AGM season

Each AGM season, there are always a handful of ASX companies that endure a remuneration report strike. All companies have to hold votes on their remuneration reports and while this is usually a formality, it is not always. First strike If there is a no vote of over 25%, the company receives a ‘first strike’. If…

ByNick SundichNovember 24, 20230Comments

Education

The ASX is shrinking for the first time in 18 years – will this disturbing trend reverse in 2024?

"The ASX is shrinking for the first time in 18 years" - say the headlines in much of the media. Fake news? No, it isn't. Yes, the ASX is shrinking This is so because the number of companies is falling (as companies are taken over and non-listed companies avoid listing on the ASX) and the market…

ByNick SundichNovember 23, 20230Comments

Tech Stocks

Is Telstra benefiting from Optus and its struggles? And could this be a good opportunity to buy Telstra shares?

The Optus debacle might have you believe that we're seeing Telstra benefiting from Optus and it is therefore a good chance to buy Telstra shares. We'd say, not so fast. What went wrong at Optus Earlier this month, Optus had a disastrous network outage. It lasted for 14 hours and was that bad an outage, that…

ByNick SundichNovember 23, 20230Comments

Lithium Stocks Mining Stocks

Lithium prices in 2024: Where are they headed and what does it mean for the hottest lithium stocks?

Investors are wondering where lithium prices in 2024 will go. Everyone knows where they are headed in the long-term, although this has not prevented price declines in 2023. Could things get worse before they get better? We can only speculate, although we thought we would look at three perspectives. SQM is bearish on lithium prices in…

ByNick SundichNovember 22, 20230Comments