Stock Market History: The 1987 Crash
I was in London in 1987, in October, during ‘The Crash’. We still look back and wonder why it happened…
Dinner’s in the Dog!
The results season has ended – Hooray – we can get back to thinking rather than reporting…
On the Couch with Adam Dawes – Senior Investment Adviser at Shaw and Partners
In this episode, Henry Jennings is joined by good friend Adam Dawes, Senior Investment Adviser at Shaw and Partners…
Buy Hold Sell – CSL Limited (ASX: CSL)
CSL (ASX: CSL) results on Tuesday were OK but not great. Earnings came in line with expectations while profit beat thanks to cost reductions…
GMG Results – Stock Rises 7%
Excellent results from GMG, the stock finished yesterday up 7%. Underlying profit of $1127m, up 29% on 1H23. Earnings per Share (EPS) of 59c, up 28%. Interim dividend of 15c (still not yielding much for the year ~1%). Property occupancy remains high at 98%. Much more talk of data centre growth in this report and…
Playing the India Market
We’re still looking to get more involved in “India”. Henry has recently bought GQG which has 6% of its funds under management in India. Seek (SEK) gets 6% of its revenue from India (held in the Growth Portfolio). The country is the world’s fasting growing major economy and its stock market is following suit. The two major Indian indices, the NIFTY 50 (similar to…
Is Uranium Going to Boom and Bust?
Uranium has been around for decades. The average age of the US nuclear power plant is 42 years…
On the Couch with Emma Davidson – CEO Staude Capital Limited
In this episode, Henry Jennings is delighted to welcome Emma Davidson, CEO of Staude Capital Limited…
Investing by Colours, Not Numbers
If you work out your personality type, your goals become obvious and you can invest according to your archetype…
On the Couch with Coby Hanoch – CEO Weebit Nano (WBT) – Talking ReRAM and AI
In this episode, Henry Jennings is delighted to be joined by Coby Hanoch, CEO at Weebit Nano Ltd (ASX: WBT)…