6 years since Beyond Meat listed and peaked at >$10bn, it now falls in the American definition of 'penny stock' with a market cap of >$200m and a share price of under US$5 (it is US$2.40 to be exact). How did we get to this point? Does this sector have a future and was it…
Agriculture Stocks
ASX Reporting Season is almost upon us once again. It is the most important time of the year for investors, a time many reconsider if their thesis still holds, many choose to buy into a stock or sell, some will receive dividends (either expectedly or unexpectedly) whilst others will be disappointed. While you may not…
Index overconcentration is a term that's existed for decades, but has come increasingly to the fore in the last year or two on the ASX. We just had to write about this - the general term and the current perception of this issue on the ASX. In other words, how CBA accounts for a large…
Have you ever heard the term Dogs of the ASX? It can either allude to the worst stocks in the ASX generally, or perhaps the investment strategy of buying these worst performing shares at the start of a new year (either a calendar or financial year), thinking they will rebound.
Many will be considering this strategy,…
It is a New Financial Year, so it's time to outline 11 Top ASX Stocks to Buy in FY26. Why 11 you might ask? Because 11 is the number of 'GICS' (Global Industry Classification Sectors) on the ASX, and we're picking one from each sector.
Our 11 Top ASX Stocks to Buy in FY26!
Energy: Ampol…
Israel’s strikes on Iran, and the subsequent responses, led to the typical "risk off" moves professional investors usually make when faced with uncertainty. But what exactly does "risk off" mean and how relevant is it for retail investors? Should you be risk off too or should you ride out geopolitical uncertainty?
Few would've predicted Israel would've…
Addressing the ASX decline is a question that has been considered for many months now. In 2023-24, more companies left the ASX in the past 2 years than any 2 year period since the 1990s recession - whether being brought out by private equity or a big industry player, delisting to a penny stock exchange…
Have some sympathy for Nufarm (ASX:NUF). Companies capped at over $1bn rarely plunge 30% after reporting results unless the results (or the outlook) were bad enough to warrant it, and this is just what happened earlier this week.
Introduction to Nufarm (ASX:NUF)
Nufarm is an agricultural chemical supplier and manufacturer - its most important is omega-3…
'The investor who says, "This time is different," when in fact it’s virtually a repeat of an earlier situation, has uttered among the four most costly words in the annals of investing'. This quote was said by John Templeton’s in his work '16 rules for Investment Success'.
Why Templeton thought 'This Time is Different' was…
In November 2024, Elders Limited (ASX: ELD), one of Australia’s leading agribusiness companies, made a significant move to strengthen its position in the rural supplies market. The company announced its intention to acquire Delta Agribusiness for AUD 475 million, a deal that has sparked considerable attention in the Australian agribusiness and investment sectors. With the…
