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...
Market outlook for 2023 and beyond

Market outlook for 2023 and beyond

The stock market is all about looking forward and knowing the past so you can be ahead of the curve. Bank Failures Two banks in America failed last week and there are expectations that other banks are also close. How does this happen? A simple explanation of how banks...