Tim Boreham
90 Articles0 Comments

The New Criterion

One value-seeking investor recently proposed a daring mission for Criterion which, naturally, your intrepid columnist chose to accept: identify a handful of small cap stocks with reliable earnings and dividends, trading on an earnings multiple of 10 times or less…

The New Criterion

Fluence Corporation (FLC) 56c Fluence chief Henry Charrabe fluently rattles off the reasons why investors should be warming to the global water treatment outfit, which recently won an African contract worth more than the company’s circa $200 million market capitalisation.…

The New Criterion

FSA Group (FSA) $1.04 Amid the ongoing fallout of the Hayne banking royal commission another area of financial services has been subject to quieter reforms: the thriving market for debt agreement and debt consolidation arrangements. As anyone who listens to…

The New Criterion

Long synonymous with struggling dairy farmers and perpetual milk glut, Australia’s dairy market is rapidly tightening as the producers compete more aggressively for supply that has been eroded because of drought. Bega Cheese (BGA, $4.69) chief executive Barry Irvin believes…

The New Criterion

The flagging housing market and sagging consumer sentiment ahead of the federal and NSW elections have affected the performance of an unlikely ASX-listed exponent – the assisted reproduction outfit Virtus Health (VRT, $3.98). Judging from the market leader’s recent half…

The New Criterion

It’s one thing to cultivate the stuff in view of supplying the medical market, which, locally, is in its infancy. But refining the healing herb is not exactly like canning baked beans: specialist facilities are required and unsurprisingly they will…

The New Criterion

Jayride (JAY) 36c Having jostled with a corpulent fellow passenger for a fair share of the armrest for most of the flight, the last thing a weary long-haul traveller wants to do is to deal with shuttle bus touts at…

The New Criterion

Sky and Space Global (SAS) 3.2c In an equatorial belt encompassing large swathes of Africa, South America and the Asia Pacific including Australia’s Top End, about three billion people have access to only rudimentary telecommunications or none at all. When…

The New Criterion

Royal Commissioner Kenneth Madison Hayne’s final report on bank atrocities was never going to make pretty reading after the tome landed on the desk of salivating reporters. Having said that, the entrails weren’t quite as gory as expected and the…

The New Criterion

As with online dating, seeking a suitable partner can be a vexed pursuit for emerging Australian tech plays. As the experience of these two ‘true blue’ stocks attest, the partnering process involves many twists and turns Bluglass (BLG) 28c A…