When the facts change, I change my mind…

In the last couple of weeks I’ve been catching up with Michael Frazis of Frazis Capital Partners to argue chat about stocks. In the episode below, recorded on Saturday morning, we discussed whether to sell some shares or ride out the coronavirus shares. I shared my pain with EML Payments (ASX: EML), and we talked … Continued

It’s steady as she goes for Nanosonics in the 1st half of FY 2020, but that won’t be enough for an optimistic market…

Audinate (ASX: AD8) reported its results for the first of FY20 yesterday and the share price flopped 14% in response. I must admit to clenching my butt cheeks slightly when I first saw the title of the results release (“Audinate remains well positioned to deliver long term growth”) – which I initially interpreted as slightly … Continued

I’d sooner kick myself in the crotch than become someone who assumes that those who invest differently are clueless.

Audinate disappointed the market with its lacklustre revenue growth which was only 14% on the pcp in Australian dollars to $16.1 million.

Bad news for everyone…

Online travel agent and hotel inventory aggregator Webjet Limited (ASX:WEB) announced bullish underlying results earlier today…

Surface engineering company Laserbond Limited (ASX:LBL) released its half year results earlier today and the market did not like them…

Skyfii Ltd (ASX:SKF) sells software which helps organisations understand how their physical spaces are used by people.

EML Payments sports a fairly optimistic valuation and has a very important acquisition integration coming up, so is it risky at these prices?

Statutory earnings per share (EPS) rose 7% to 17.1 cents while underlying EPS improved 12% to 20.4 cents mirroring NPAT growth…

Valuation upgrade…

What does it mean when directors buy shares in a company?

Paradigm Biotechnology has enjoyed a soaring share price; but how could one value the stock?

While top line growth of 15% might seem underwhelming, the real story is the fast growing Visage 7 viewer in the USA, and the strong free cash flow…

This little company knows how to grow profit on growing revenue…

We should continue to expect continued volatility in the Ecofibre share price over the medium term as the cannabis sector works its way through the Trough of Disillusionment…

While there’s no doubt that many companies will suffer from the tragedy caused by the novel coronavirus, there’s very little that can be done about that. Travel companies must suffer so that fewer humans do. What is best for all of us is that the outbreak is as controlled as possible and that patients are … Continued

Vault Intelligence (ASX: VLT) has a good story to tell but they way its being told leaves me cautious.