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…
James Hardie (ASX: JHX) is in the building and construction game. Its operating segments are North America, Europe Fibre Cement, and Asia Pacific Fibre Cement. The majority of its revenue comes from North America. Australia only accounts for ~11% of revenue. It manufactures a range of fibre cement building materials for both internal and external…
This week on the couch Henry has an old buddy Andrew Weilandt from DP Wealth Advisory in Toowoomba. Some of you will have seen Andrew on the TV, he is a regular guest on Ausbiz and used to do shows with Henry at Sky Biz and Yourmoney. Andrew is the managing partner at DP and…
One member invested in technology stocks makes the point that most big technology stocks (Amazon) lost money for years and on that basis the stocks we consider to be in a bubble at the moment, which are losing money (APT, XRO), might not be a sell. My response is that you may be right but you are…
There are arguably two scenarios for the market that could play out between now and Christmas and making money in the stock market will depend on which one transpires. Here is a description of what those two scenarios might be and how you would play the stock market under both. The problem, of course, is…
Breville Group (ASX: BRG) is a maker of electrical appliances in the consumer products industry. Most of you likely own or have owned a toaster/kettle/sandwich press from them at a one point in your life. It is a great Australian brand founded in Sydney in the early 30s. The company operates through two main segments,…
This week on the Couch Henry hosts a very topical analyst from Shaw & Partners – Jonathon Higgins who covers the Consumer Discretionary and Information Technology sector which includes the very topical Buy Now Pay Later sector as well as stocks exposed to Cloud Computing. Jonathon joined Shaw and Partners in July 2017 as an Analyst in the Small-Cap team. Jonathon previously…
We were hoping to avoid having to make any radical asset allocation decisions ever again, but it is not every day the US market hits an all-time high in the middle of an economic crisis and then falls 6.9% in a day. That was the case in June, and it was enough to force our…
Renko charts are non-time based charts that are only concerned with price movement. Renko charts are “time independent” charts that do not have constantly spaced time axes. They are named after the Japanese word for bricks or “renga”. Here is a Renko chart of the S&P 500 this morning which has just ticked a sell…
The top 5 stocks in the S&P 500 account for 27% of the index. Year to date, which includes the coronavirus they are up: Apple +30.5% Microsoft +35.7% Amazon +66.7% Google +11.9% Facebook +18.7% Other top performers in the S&P 500 top 20 include: Tesla +226% NVIDIA +73.8% Netflix +55.3% Adobe +38.7% Paypal +67.8% Other…
