There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
Airlines
In a couple of weeks, some ASX Stocks Are Being Removed from the ASX All Ords. Other companies will take their place and it was only yesterday that we wrote about that fact and some of the companies being promoted. But today it is time to look at the stocks suffering the indignity of being…
Investors in airline stocks have long been told they are foolish for considering the entire sector. Yes, the entire sector and not just one company. The logic has been that margins are low whilst capex and opex is high. Warren Buffet literally said once,' Never buy an airline!' And ironically he broke his own rule…
This article outlines 5 ASX Predictions for 2026 that Stocks Down Under puts its neck on the line to assert will happen. It has become an annual tradition of ours, and some of these calls we get right, others we don't. Arguably our boldest call in suggesting ANZ would be the best performing big 4…
Gentrack (ASX: GTK) jumped 22% to $8.10 today after reporting strong full-year results that beat market expectations. The New Zealand software company grew revenue by 8% to NZ$230.2 million, but the real story was profit growth; EBITDA surged 18% to NZ$27.8 million, showing the company is squeezing more profit from every dollar of sales. For…
Air New Zealand (ASX:AIZ) and Qantas (ASX:QAN) both suffered the indignity of having their market demand wiped out due to the pandemic and government restrictions. There was reason to believe that Air New Zealand could emerge stronger as it lacked the reputational damage Qantas had, and it did not face a hefty capex bill to…
Regional Express investors have waited more than 12 months to get an answer as to what will happen next...but they may be disappointed with the outcome. Yes, there is a buyer, but it looks like all the airline's investors will lose all their money. With one exception.
What are the Best ASX Stocks to invest in…
Hear the term 'Activist investors' and you might think of GetUp, the progressive activist group that forced Woolworths to hold an EGM in 2014 in an attempt to limit the maximum bets on poker machines to $1. Or perhaps even of ESG-focused fundies like Australian Ethical (ASX:AEF). The reality is a lot more complicated and…
The first of Qantas A321XLRs is now taking passenger flights - the first flight occurred today (September 25) and it will be the first of many!
Plenty has been (and will be) written about what it means for passengers. But we thought we'd focus on what it will mean for investors in Qantas.
What are the Best…
Why would investors in Australia care about America's Chapter 11 provisions? Well for a start, if they want to invest in US stocks - or even just watch Wall St - it is important to know how it works in case a company investors are in or are following goes into Chapter 11. It is…
