CSR Limited

BUY HOLD SELL – CSR Limited (ASX: CSR)

CSR (CSR) has announced an on-market share buyback of up to $100m and reaffirmed its FY23 outlook. Management highlighted the solid performance of its Building Products segment which is its largest revenue contributor at 72%, Aluminium sits at 13% and the balance is made up by Property at 12%. No hard numbers were offered in…

Orica ORI

BUY HOLD SELL – Orica (ASX: ORI)

Orica (ORI) is a business tied to the resources boom and make no mistake, we are in the midst of one. The decarbonisation and electrification of the world coincidently requires a lot of stuff to be dug out of the ground. Orica’s main operations facilitate part of that process by providing explosives to the mining…

Worley WOR

BUY HOLD SELL – Worley (ASX: WOR)

Worley (WOR) has come a long way since its start in 1893, an engineering company specializing in steam power. Its aim now is to deliver a more sustainable world and it is structuring itself to benefit from the current energy transition. It provides engineering, procurement and construction expertise to the upstream, midstream, chemicals, power, and…

stock tip

500 of your Stock Tips

Question 20 of our 2022 Member Survey was this: “Do you have a stock tip, theme or a bit of (legal) inside information about your own industry or business to share with other members?” Here are the 500 odd answers – your stock tips. Note the date – June 2022. Don’t want you reading this…

Is it safe to invest again?

The big question. Is it safe to invest again?

Back in 1976, Sir Laurence Olivier was torturing Dustin Hoffman with some dental work in the film, Marathon Man. ‘Is it safe?’ he asked. ‘Yes, it’s safe, it’s very safe, it’s so safe you wouldn’t believe it’ was Hoffman’s response. Is it safe was the question again? ‘No. It’s not safe, it’s… very dangerous, be…

Smart Financial Advice

600 bits of Smart Financial Advice

We sent our Members a 20 question survey in 2022. Question 19 was this: “What piece of Smart Financial Advice do you have for other Members?”. Over 600 answers included 13 references to stop losses, 18 references to subscribing to Marcus Today, a number of references to Marriage (as always) and a lot of motherhood…

BUY HOLD SELL - Calix (ASX CXL)

BUY HOLD SELL – Calix (ASX: CXL)

Calix (CXL) is a business focused on creating new materials and processes to solve global challenges. It is on the more speculative end of the investment spectrum. CXL’s technologies are being used to develop environmentally friendly solutions for advanced batteries, crop protection, aquaculture, wastewater, and carbon reduction. Henry has been onto Calix(CXL) for a while and…