Preparing For The Omicron Wave
The new Omicron variant is not causing me to panic, but I am tweaking my portfolio a little to prepare for (likely) harder times ahead.
Company Coverage
Why Nearmap (ASX:NEA) Could Offer A Good Trade
A confluence of factors make Nearmap well worth watching.
A Brand New Portfolio (Our Self Managed Super Journey Begins)
Building a brand new portfolio offers a tantalising fresh start right at a time when stocks are looking wobbly. Here’s the plan…
Alcidion (ASX: ALC) Confirms Large Government Contract (After A Weak Quarter)
The Alcidion share price is up around 10% after it confirmed its largest ever contract win, worth at least $23 million.
Baby Giants Podcast On Omicron Strain And Nanosonics
Claude Walker, Matt Joass, Andrew Page, and Kevin Fung discuss Nanosonics stock and the impact of omicron on investors.
Eroad (ASX: ERD) At A Transition Point
Eroad has excellent growth prospects and trades at an attractive valuation, but its actual growth is disappointing, and my confidence in management is reduced.
Pro Medicus (ASX:PME) 2021 AGM Update
Pro Medicus (ASX:PME) revealed significant progress with its AI Accelerator at the PME 2021 AGM and a strong contract pipeline.
Checking In With Raiz CEO, Brendan Malone
We discussed the company’s mission, strategy, and how the CEO thinks we should measure its performance going forward.
Nanosonics (ASX: NAN) 2021 AGM Update
The 2021 Nanosonics (ASX:NAN) AGM saw the Nanosonics share price drop a little, and re-iterated 2022 guidance.
Talking Stocks: Damstra (ASX: DTC), Pro Medicus (ASX: PME), Tesla and Peloton on the Rask Invest Podcast
Owen Raszkiewicz, Anirban Mahanti, and Claude Walker sit down to chat Pro Medicus (ASX:PME), Damstra (ASX:DTC), Tesla and Peloton stocks.
Kip McGrath Education Centres (ASX: KME) AGM Update
Kip McGrath Education Centres (ASX:KME) stock may have struggled through the pandemic but the company is still being run for the long term.
Lastminute.com N.V. (SWX:LMN) Stock Is Flying Under The Radar
It was growing before the pandemic and I will not be surprised if it keeps growing after the pandemic set-back.
Baby Giants Podcast: MSL Solutions (ASX: MSL), InfoMedia (ASX:IFM), and electric cars
Claude Walker joins Andrew Page from Strawman, and Matt Joass and Kevin Fung from Maven funds in a casual but thought-provoking new ASX podcast.
Analysts Seem Bullish On Infomedia (ASX:IFM) Stock
Sometimes mature software businesses can still grow profitably via acquisition…
3 Small Cap Growth Stocks With Positive Operating Cashflow
These three growing small-caps have all shown they can generate positive operating cashflow quite recently…
Why I Just Bought Some MSL Solutions (ASX: MSL) Stock
A couple of years ago MSL looked very messy. But new management and a couple of acquisitions have transformed the business.
Musings On Control Bionics (ASX: CBL) And Ansarada (ASX: AND) Quarterlies
Ansarada is growing cash receipts, while Control Bionics is only growing expenditures…
ApplyFlow (ASX:AFW), 8Common (ASX:8CO) and Volpara (ASX:VHT) Quarterly Reports
These growth stocks are still losing money, but seem to be heading in the right direction.
My Damstra (ASX:DTC) Thesis Badly Damaged By Another Guidance Miss
My position is under review and I’m going to start by selling half my shares. Mea culpa, mea maxima culpa.
Dicker Data (ASX:DDR) Share Price Gains 12% On Strong Quarter
The Dicker Data share price is up 12% today after reporting strong demand and record year-to-date profit before tax.