Blogs

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…

Kavanagh

Last week’s column generated a lively discussion on my LinkedIn page, with most of the responses taking issue with my critical comments about the mortgage broking industry. I have responded to some of those comments individually but I thought I…

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…

The New Criterion

For a sector that has heaped heartbreak on investors over the years, ASX-listed seafood exposures at least present an ocean of choice to investors. Most of the expanding school of piscatorial plays are export oriented – or aspire to be…

Kavanagh

For those with a predilection for lengthy inquiry reports, the final report of the Banking Royal Commission will be top of the reading list this week. But if Hayne palls, then I recommend giving the Australian Law Reform Commission’s review…

The New Criterion

As is always the case in a shabby market, investors have taken an indiscriminate approach to baling out of small to medium cap stocks, rather than basing their actions on specific news. With so many investment babies being thrown out…

Kavanagh

While banks are telling their customers they are sorry about all the misconduct revealed in the Royal Commission and promising to do better, here is a commitment they could make that would help a lot of people. They should stop…

The New Criterion

Tin might be one of the world’s most strategic metals, but it’s not reflected in the current price of the commodity. But with supply issues looming, this could well change in 2019. Touted as the next ‘battery metal’, tin has…

Kavanagh

One of the big concerns heading into 2019 is the high level of corporate and consumer debt around the world. Household debt is high in Australia and is a worry, given housing price trends. A few months ago, the Reserve…

The New Criterion

Having been buoyed earlier on by some positive clinical trials – notably from HIV drug house Biotron (BIT, 20c), the ASX’s biotech sector is finishing the year on a bum note after a number of failed trials. The plunging valuations…