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As the backlash towards James Hardie continues, the company has broken its silence

There's been a backlash towards James Hardie in the past few weeks that has nothing to do with its tortured history in asbestos. Why the backlash towards James Hardie? The backlash has been about James Hardie's US$8.8bn/A$14bn deal to buy Azek, a manufacturer of outdoor living furniture (think deck chairs, railing and floorboards as examples). Or…

ByNick SundichApril 28, 2025

Incitec Pivot is now Dyno Nobel (ASX:DNL), but will Trump’s America be a growth catalyst or achillies heel?

If you've looked at the list of ASX 200 companies in the past few days, you'll see a company called Dyno Nobel and see Incitec Pivot gone. That is because Incitec changed its name, effective from the commencement of trade last Wednesday (April 2) following shareholder approval at last November's AGM. Many who aren't familiar with…

ByNick SundichApril 7, 2025

Qantas Board Shake-Up: Is Investor Pressure Finally Taking Effect?

Qantas Airways (ASX:QAN), Australia’s flagship airline, has had a major overhaul of its executive team. This was most evident in the departure of Alan Joyce and his replacement with Vanessa Hudson, along with the replacement of Richard Goyder with John Mullen as chairman. But there have been other changes too and the board looks very…

ByUjjwal MaheshwariApril 4, 2025

Should you use your tax cut to invest in stocks? And how should you go about it?

Should you use your tax cut to invest in stocks? With another unexpected round of tax cuts starting from the middle of next year, unveiled in the federal budget earlier this week, this is a question facing many. This round isn't that large - only $536 a year and little over $10 a week by…

ByNick SundichMarch 27, 2025

SPC Global (ASX:SPG): A familiar name, but it’s now 4 companies in 1!

Very few Australians wouldn't have either heard of SPC Global (ASX:SPG) or consumed some of its products (whether they know it or not). It sells canned and tinned fruits, particularly tomatoes as well as mangoes and peaches (amongst others) all grown and harvested in Victoria's Goulburn Valley. But now, there is a lot more to…

ByNick SundichMarch 25, 2025

James Hardie is buying Azek! Here’s what this A$14bn merger means

The biggest news on the ASX yesterday was that James Hardie is buying Azek for US$8.8bn/A$14bn. To say it is a peculiar move is an understatement, because it represents significant diversification and could even mark a change in direction. James Hardie (ASX:JHX) has a shameful past where it made building composite known as fibro-cement, which used…

ByNick SundichMarch 25, 2025

Austal (ASX:ASB): Building war ships in Donald Trump’s America

Austal (ASX:ASB) is a good option for investors wanting a stock that'll be beneficiary of Trump's 'Made in America' ambitions, because Austal makes things in America. Plus it makes ships in and for Australia too. In the midst of a turbulent market, it has just raised $200m to fund its ambitions - a feat in and…

ByNick SundichMarch 14, 2025

ClearVue Technologies (ASX:CPV): About to make big bucks from solar generating glass

ClearVue Technologies (ASX:CPV) may be one of the best ways for investors to gain exposure to the decarbonisation thematic. This company may not immediately strike out as an obvious candidate in the way that lithium or electric vehicle stocks might, but we think investors should give it a close look. Introduction to ClearVue Technologies ClearVue is…

ByNick SundichMarch 11, 2025

Reece shares (ASX:REH): A year ago, we thought it was a great company, but significantly overvalued – is it cheaper now?

Reece shares (ASX:REH) represent ownership in one of two plumbing companies in the ASX 200 - the other being Reliance Worldwide (ASX:RWC). Both companies have benefited from the home renovation boom during the pandemic and the ability of companies to pass increased costs on to their companies. A year ago, we wrote on Reece stating it…

ByNick SundichMarch 4, 2025

Richard White is back as WiseTech boss after prevailing in the fight for control of the company

WiseTech (ASX:WTC) announced this morning that,' Richard White has been appointed to the Board as Executive Chairman'. But this is not a career board executive, this is a case of the largest shareholder and founder of the company being back onboard after a 4 month to take control again. Richard White prevailed in the fight for…

ByNick SundichFebruary 26, 2025

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Industrials

As the backlash towards James Hardie continues, the company has broken its silence

Incitec Pivot is now Dyno Nobel (ASX:DNL), but will Trump’s America be a growth catalyst or achillies heel?

Qantas Board Shake-Up: Is Investor Pressure Finally Taking Effect?

Should you use your tax cut to invest in stocks? And how should you go about it?

SPC Global (ASX:SPG): A familiar name, but it’s now 4 companies in 1!

James Hardie is buying Azek! Here’s what this A$14bn merger means

Austal (ASX:ASB): Building war ships in Donald Trump’s America

ClearVue Technologies (ASX:CPV): About to make big bucks from solar generating glass

Reece shares (ASX:REH): A year ago, we thought it was a great company, but significantly overvalued – is it cheaper now?

Richard White is back as WiseTech boss after prevailing in the fight for control of the company

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Investing in the Year of the Rat

2020, the Golden Year

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Industrials

Stocks in Spotlight

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