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A2 Milk (ASX:A2M) is successfully adjusting to a ‘new normal’ in the China infant formula market

A2 Milk shares have been listed on the ASX for over 10 years, listing in late March 2015 at $2.30 per share. After hitting an all-time high of $20.05 per share, it was downhill for a couple of years, then a period of uncertainty as to where the company was going next. But while there…

ByNick SundichOctober 20, 2025

ERoad (ASX:ERD): Set to benefit from a major tax reform forthcoming in New Zealand but just committed a cardinal sin

You may loathe the regulations on our roads and some companies that profit from them like Transurban, but ERoad (ASX:ERD) is a particularly unique company. And the reason we like it is because it could benefit from a new road regulation (specifically vehicle taxation) that is long overdue, happening in New Zealand and may in…

ByNick SundichOctober 17, 2025

Baby Bunting (ASX:BBN): FY25 was a better and investors finally gave it recognition, but did they get ahead of themselves?

After being the poster child for what's happening retailers in a cost of living crisis, Baby Bunting (ASX:BBN) appears to be in better shape. This company is Australia’s largest specialty nursery retailer and one-stop-baby shop, having grown from one family-run shop which was opened in Melbourne in 1979. Remaining headquartered in Victoria to this day (with…

ByNick SundichOctober 17, 2025

Can Ryman Healthcare (ASX:RYM) succeed where its peers have failed?

Ryman Healthcare (ASX:RYM) is New Zealand's largest aged care operator and is one of the ASX's newest companies. It has just dual-listed on the ASX, retaining New Zealand as its primary listing. The question investors should be asking is: Can it succeed where many of its peers (i.e. listed or formerly listed ASX aged care…

ByNick SundichOctober 14, 2025

The RBNZ is cutting rates again, and here are 5 ASX stocks (based in New Zealand) that could benefit

Last week, we heard that the RBNZ is cutting rates again. If you thought Australia's economy was not doing well, you clearly have not been following what has been happening across the Ditch. Like Australia, Aotearoa entered a recession during the pandemic but had another one in 2023 and is one more negative quarter away from…

ByNick SundichOctober 13, 2025

Activist investors: Here’s what you need to know about them and 4 famous Australian activists to watch out for

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…

ByNick SundichOctober 8, 2025

Pepper Money (ASX:PPM): Flexibility is better…if you’re a borrower but what if you’re an investor?

Pepper Money's (ASX:PPM) promise to borrowers has been flexibility. You may not be 'good enough' to match the Big Banks' standards, but Pepper might be able to help. It had a >20 year history prior to its mid-2021 listing where it raised $500m at $2.89 per share, implying an A$1.3bn market capitalisation. And it has…

ByNick SundichOctober 6, 2025

Why Do Investors Hate the Southern Cross Seven West Media Merger? Here are 6 reasons why

Ever since the Southern Cross Seven West Media Merger was announced back on Tuesday (September 30), it has been met with disappointment at best, anger and disgust at worst. What's not to like? A pair of media companies are teaming up to give the best chance of survival in a highly competitive industry being disrupted by…

ByNick SundichOctober 3, 2025

Intelligent Monitoring Group (ASX:IMB): This >$200m All Ords company is Australasia’s largest independent security monitoring provider!

After a terrific FY24, FY25 was more difficult for Intelligent Monitoring Group (ASX:IMB) but it may have turned a corner. In FY24, this company (which we will call IMG to avoid confusion with the Illawarra-based mutual bank IMB) made >$40m EBITDA, went from being the 3rd largest company in its industry to the largest and set…

ByNick SundichOctober 2, 2025

Which stocks that benefit from inflation the most? Here are 3 sectors to watch

Stocks that benefit from inflation do exist, but they might not be immediately obvious to find. After all, inflation can be a tricky economic phenomenon. It can have both beneficial and detrimental effects on various aspects of the economy, including investments. And even companies you think might benefit may not actually benefit from inflation. Stocks Down Under…

ByNick SundichSeptember 30, 2025

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Consumer

A2 Milk (ASX:A2M) is successfully adjusting to a ‘new normal’ in the China infant formula market

ERoad (ASX:ERD): Set to benefit from a major tax reform forthcoming in New Zealand but just committed a cardinal sin

Baby Bunting (ASX:BBN): FY25 was a better and investors finally gave it recognition, but did they get ahead of themselves?

Can Ryman Healthcare (ASX:RYM) succeed where its peers have failed?

The RBNZ is cutting rates again, and here are 5 ASX stocks (based in New Zealand) that could benefit

Activist investors: Here’s what you need to know about them and 4 famous Australian activists to watch out for

Pepper Money (ASX:PPM): Flexibility is better…if you’re a borrower but what if you’re an investor?

Why Do Investors Hate the Southern Cross Seven West Media Merger? Here are 6 reasons why

Intelligent Monitoring Group (ASX:IMB): This >$200m All Ords company is Australasia’s largest independent security monitoring provider!

Which stocks that benefit from inflation the most? Here are 3 sectors to watch

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Investing in the Year of the Rat

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