Newsletter

Large Caps

Here are 5 of the worst stock market crashes of all time

If you thought the recent correction was bad, you thought wrong - it pales in comparison to the worst stock market crashes of all time. Warren Buffett once said that the stock market is a device that transfers wealth from the patient to the impatient. What he was implying is that while markets generally go…

ByNick SundichAugust 13, 2024

Here’s why investors fear a US recession, and whether the fears are justified

Investors fear a US recession - there's no denying it and there's no other explanation for the market correction in the last week. But are these fears justified? Why investors fear a US recession Because there are data points that are showing markets could be headed that way. There was a very fine tightrope central banks…

ByNick SundichAugust 6, 2024

6 ASX Stocks to watch with an eager eye this FY24 reporting season

6 ASX Stocks to watch this FY24 reporting season Nick Scali (ASX:NCK) Nick Scali has doubled in the last 5 years, and a big part of this growth can be attributed to the furniture boom during the pandemic. Its sales have doubled from ~$250m to ~$500m in that time and its profit has…

ByNick SundichAugust 1, 2024

Here are 5 ASX Stocks for young investors to buy

5 ASX Stocks for young investors to buy If you're a young investor, you are less likely to be a High Net Worth investor. You are less likely to be able to tolerate losses, unless you put in small amounts that you may not be able to make much money from unless you get lucky…

ByNick SundichJuly 29, 2024

Kamala Harris stocks: If Joe Biden’s VP wins the White House in 2024, which stocks will win?

With the US Presidential election now certain to be a Kamala Harris v Donald Trump showdown, we've looked at so-called 'Trump stocks' (stocks that may win if Trump wins) and now we're looking at so-called 'Kamala Harris stocks' (stocks that could be beneficiaries if Biden's VP wins). Kamala Harris stocks: Stocks that could do well if…

ByNick SundichJuly 26, 2024

Fortescue is reliant on iron ore demand from China, but is the party over?

Iron ore demand from China has been the driving force behind the global iron ore market for the past two decades. With Beijing being the world's largest steel producer and iron ore importer and because it has had what has seemed an insatiable appetite for iron ore, China has shaped the dynamics of the industry.…

ByUjjwal MaheshwariJune 24, 2024

Airtasker’s Investor Hub & UK Media Deal: Scaling Signals

Highest yielding ASX dividend stocks: Here are 5 to take a look at!

The list of highest yielding ASX dividend stocks fluctuates substantially from year to year, and even from month to month. Sure, the list of companies that pay out the highest dividends rarely fluctuates - it is typically led by the Big Banks and Miners - but these are not necessarily the highest yielding. By yield,…

ByNick SundichJune 17, 2024

How do analysts value stocks? Here are 3 key ways to judge what a stock is worth

In this article we answer the question 'How do analysts value stocks?' By knowing how they do it, you can at least see where analysts are coming from in their valuation of companies. But hopefully, you can put some of these skills into practice for yourself and make your own decisions about whether or not to…

ByNick SundichMay 15, 2024

Here are 5 reasons why Woolworths shares aren’t as great an investment as you might think

Woolworths shares may at first glance appear to be one of the most risk-free investments on the ASX. It has a duopoly with Coles, makes multi-billion profits, and is a reliant dividend payer. Few other businesses were allowed to continue to operate with little to no disruption other than mandated PPE during COVID-19 lockdowns. But...that…

ByNick SundichApril 16, 2024

The ANZ Suncorp deal was finally approved! Can this deal propel ANZ Bank’s growth over the next 2 years?

Yesterday, ASX investors awoke to news that the proposed tie up between ANZ Suncorp deal (specifically Suncorp's retail banking arm) - the biggest Australian banking deal in a decade - will be going ahead after all. The deal, first proposed in July 2022, provided for ANZ to pay pay $4.9bn for Suncorp's retail bank, $3.5bn…

ByNick SundichFebruary 20, 2024