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Industrials

Parker Hannifin (NYSE:PH): One of the world’s top motion control manufacturers

Parker Hannifin (NYSE:PH) is one of the world's top industrial companies and is a specialist in so-called 'motion control technologies' - every technology under the sun related to the movement of objects. We think this is one of the most under-rated opportunity to gain exposure to the growth in defence and EV sectors - sectors that…

ByNick SundichAugust 21, 2025

AML3D: The ASX 3D Printing Stock Transforming Metal Manufacturing

What if the future of Australian steel isn’t forged in fire, but printed by robots? For over 100 years, steel has powered Australia's industrial engine, from mining rigs to naval shipyards. But behind its $30 billion footprint lies an outdated truth: traditional manufacturing methods are slow, expensive, and can waste up to 95 per cent of…

ByCharlie YouldenAugust 5, 2025

As ASX Reporting Season for FY25 Looms: Here’s An Investors Ultimate Guide

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…

ByNick SundichJuly 23, 2025

Is it possible for an investor to ‘time the market’ or is it just a myth?

Is it possible at all to time the market? Some will tell you it is possible, but they were probably just lucky and/or were not even trying to. Others will tell you it is not possible, but they are most likely trying to find an excuse to blame poor short-term performance. Let's take a serious look…

ByNick SundichJuly 21, 2025

Here Are 4 Dogs of the ASX that will Bounce Back With a Vengeance in FY26, and 4 That Won’t

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,…

ByNick SundichJuly 14, 2025

Johns Lyng Group (ASX:JLG): Taking the easy way out with a $1.1bn buyout

The tenure of Johns Lyng Group (ASX:JLG) is ending with Pacific Equity Partners buying it out for $1.1bn after several months in the doldrums. JLG a restoration services company, repairing properties after damage by insured events, including weather and other impact incidents. This could (still) be one of the few companies that may be a beneficiary…

ByNick SundichJuly 11, 2025

Here are Our 11 Top ASX Stocks to Buy in FY26: 1 From Each Sector!

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…

ByNick SundichJuly 7, 2025

Things were going so well for Redox (ASX:RDX), Australia’s largest chemicals importer, until its 1H25 results

It was a golden run for chemical importer Redox (ASX:RDX) from when it listed on the ASX in July 2023...until its 1H25 results. It is easy to forget how big a of a deal it was - it raised $402m for a $1.34bn valuation, making it the biggest IPO in 18 months at the time,…

ByNick SundichJune 23, 2025

When investors are in a risk off mindset: Here are the 5 moves they usually make and why

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…

ByNick SundichJune 18, 2025

Tourism Holdings (ASX:THL): Facing a decimation from Trump’s tariffs, it might be taking an easy way out (A NZ$500m+ takeover bid)

Tourism Holdings (ASX:THL) a company that has purported to be New Zealand's premier tourism company is delisting just 2 and a half years into its stint on the ASX. It is toying with a NZ$2.30 per share bid (worth NZ$509m/A$472m all up) made by a consortium of BGH Capital and the Trouchet family who are behind…

ByNick SundichJune 16, 2025