All-Weather Stock

In this week’s edition: (More) Patience Required; What To Buy Ahead Of June 30; What Not To Buy (Sell) Ahead Of June 30

Are Australian companies better off by not expanding offshore? History suggests otherwise

After my presentation and Q&A in Toowoomba, Queensland yesterday (having endured the teasing prior to the State of Origin later on the day) I sat down with a few of the local investors to talk investing and markets in a more informal setting

Healthcare remains under pressure, and troubled CSL is not helping, but the market is warming yet again to future AI beneficiaries

Profit warnings are arriving for Australian investors. This type of risk is unlikely to subside when the war ends (hopefully soon)

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Don’t get mad, or frustrated, get even. Turn this crisis in an opportunity to upgrade your portfolio and strategy

Prior to war breaking out in the Middle East, corporate results in February delivered plenty of positive news

At times, it’s the most difficult question to answer: if it’s such a great company, how come its shares keep falling?

Transcript of Pre-February results interview by Livewire Markets