Investing in 2024.

Investing in 2024.

Investors always look forward for opportunities and look back to learn the lessons the market provides each year. 2023 was a tough year with most of the gains coming in the last quarter. 2023 closed with a 7.8% gain.In 2024 the expectations are that Material and...
December Update

December Update

Date 14/12/2023 Overvalued shares – Sell Fortescue Metals Group – fair value as $16.88/ share. At the last closing price of $17.59, FMG is trading at a 4.2% premium to our valuation. Accordingly, FMG is regarded as ‘Fairly valued’ at current levels. Given...
Time to be active.

Time to be active.

Our economy is in a transitional phase.  The government is facing tough decisions. The core issue is that inflation continues to stay at 5.2%, as opposed to the preferred 2.5%. Today the Government has raised interest rates by 25 bps to 4.35% to try and reduce...
Stock Highlight

Stock Highlight

It is expected that over the coming years the stock market will be more volatile than what we have experienced recently. Now is a good time to add companies which are better situated to survive in a volatile stock market. Below are two companies which meet these...