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Industrials

Will Ozempic hurt healthcare stocks? Here are 5 reasons we don’t think so

Will Ozempic hurt healthcare stocks? Investors who've been selling healthcare stocks left right and centre - except Novo Nordisk of course, now the largest stock in Europe by market capitalisation - believe it will. But even though we hear these arguments loud and clear, we think these fears are overblown. Ozempic is a weight-loss drug that…

ByNick SundichMay 28, 2025

Why Ventia (ASX: VNT) has more than doubled since its late 2021 listing – second time lucky!

Ventia Services (ASX:VNT) listed on the ASX in November 2021 at $1.5bn and is now capitalised at $4bn. Since listing it has recorded persistent revenue and profit growth. There is very little to complain about from a financial perspective, and it may still be undervalued. However, things aren't completely perfect for it. Overview of Ventia…

ByNick SundichMay 27, 2025

This Time is Different: John Templeton said this phrase was costly in 1933, but here is when it may be true

'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…

ByNick SundichMay 21, 2025

How will stocks be impacted by tariffs? Here are 6 victims on the ASX and how they’re responding

How will stocks be impacted by tariffs? Its a long story, but few stocks can say that there'll be no impact. Even companies which could arguably be beneficiaries (like ship builder Austal (ASX:ASB)) are benefiting because of the tariffs. Stocks that do business in the USA could be impacted, particularly if they manufacture and ship goods…

ByNick SundichMay 12, 2025

Warren Buffett is retiring, will hand the top job at Berkshire to Greg Abel by the end of 2025. Here’s what you need to know

After many decades at the helm of Berkshire Hathaway, Warren Buffett is retiring. After founding his empire in 1965, he built it into a US$1tn+ empire owning many of America's best companies and profiting off them. But of course, all good things must come to an end - at least a tenure led by the…

ByNick SundichMay 5, 2025

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

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Industrials

Will Ozempic hurt healthcare stocks? Here are 5 reasons we don’t think so

Why Ventia (ASX: VNT) has more than doubled since its late 2021 listing – second time lucky!

This Time is Different: John Templeton said this phrase was costly in 1933, but here is when it may be true

How will stocks be impacted by tariffs? Here are 6 victims on the ASX and how they’re responding

Warren Buffett is retiring, will hand the top job at Berkshire to Greg Abel by the end of 2025. Here’s what you need to know

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!

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