Tim Boreham
122 Articles0 Comments

The New Criterion

When it comes to small caps that have lost their way, it’s all too easy for investors to banish them from their portfolios and move to fresher pastures. In fact, it’s quite cathartic. But enterprises rarely evolve in a neat…

The New Criterion

The bellwether of global economic activity, copper has pretty much marked time over the last 12 months price-wise – a fair reflection of the sluggish conditions. The longer-term copper price graph also shows that at around US$5770 a tonne (A$8500),…

The New Criterion

It’s a nightmare come true for the boards of an increasing number of well-known ASX-listed companies: a short seller takes a position and then airs a research note outlining in blunt terms why the stock is grossly overvalued – or…

The New Criterion

With Australia facing housing problems at both end of the demographic scale, alternative providers are eyeing the opportunities. At the more youthful end, hordes of first-time buyers remain locked out of the market because of ongoing affordability issues and lack…

The New Criterion

The problems faced by the Australian heavyweight backers of a proposed multi-billion potash mine in Yorkshire show that the ‘feed the world’ theme alone is not enough to get such projects up and running. Potash is a crucial ingredient of…

The New Criterion

The Federal Government may have succeeded in cleaning up the woeful private vocational education sector, but now faces a fresh issue in its quest to protect the $35 billion foreign student trade. The problem is that too many students are…

The New Criterion

With investors clamouring for better yields than paltry returns on cash deposits, the world’s top debt whisperers have obliged with an expanding cluster of ASX-listed funds to give retail punters an exposure to a $US2 trillion global sector hitherto the…

The New Criterion

When a stock is trading at a fraction of a cent, it’s usually a message for investors to abandon all hope and sell for the tax losses while they can. After all, sub 1c stocks are usually mired in debt…

The New Criterion

Basil Fawlty famously sought to avoid mentioning the war, but opioid producer Palla Pharma (PAL $1.03) won’t even try to downplay the tricky topic. The ‘war’ in this case is America’s startling addiction to the painkilling and euphoria inducing substance…

The New Criterion

Oh dear! The stronger-for-longer lithium story is not exactly panning out as such, with a global oversupply emerging and the upbeat blue sky stories supplanted by tales of woe from the emerging producers. The same thing’s happening with that other…