This week Henry is on the Couch with the Chief Economist of Betashares, David Bassanese. David is a seasoned media veteran and has had an illustrious career at Treasury, the OECD and Macquarie Bank. In a wide ranging podcast, David and Henry talk about the direction of the local economy, the AUD and the US…
International investors are thought to hold anywhere between 35% and 45% of the Australian market and the money is ‘mobile’, in other words it is held in the hands of fund managers, like Fidelity, whose offices are in New York, or London, and their benchmarks are global stock-market indices (mostly MSCI indices). Australia has been…
What to do with CSL? The stock is ~20% off its February high and in a technical downtrend. Blood plasma collections in the US and brokers see more downside risk in the short term. Results are fast approaching (August 19) which has left many investors wondering what to do. CSL (ASX: CSL) is a high-quality…
‘Tis the Season to be Careful Once again August is upon us, a time that the industry either dreads or loves. So many company results that it is hard to keep up. Analysts burn the midnight oil and investors tremble on their pronouncements. This year is set to be a one-off (hopefully). We have seen…
Henry’s Guest this week is Hedley Widdup, an executive director at Lion Selection Group (LSX). LSX is a listed specialist investor in small and mid-cap gold miners and explorers. Hedley started life as a geologist on some of the country’s most iconic projects including Olympic Dam, Mt Isa (Black Star open cut), and St Ives Gold Mine. In…
