Investor Insights
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Medical Marijuana: Don’t Inhale
The surge in valuations means medical marijuana stocks have gone from a standing start just over 24 months ago, to being valued between $27m and $190m, with the whole sector valuation approaching $1bn despite the lack of a revenue track record. Is this sustainable?
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Why you need to build a small cap share portfolio today
The ASX All Ordinaries has rebounded close to 9 per cent in the past few weeks, and is down almost 10 per cent from its multi year high six months ago, but really, it doesn’t matter when you start your share portfolio, as long as you start it.
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5 things we learned from reporting season
Small and undervalued listed companies produced results that weren’t outstanding, but which investors were willing to overlook in the context of previously discounted expectations. This should continue...
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How to build a small cap portfolio
Your step-by-step guide to building your own small cap portfolio, whether nor not it is part of a bigger equities portfolio.
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Step back and look at Fairfax Media
Why it’s important to step back and count the profits (and losses) in companies when you are making decisions on whether to buy, sell or hold.
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The value drums are beating
Many have been watching with morbid fascination the perilous prospects of “Twiggy” Forrest’s baby. But not us. We’ve been watching the outperformance of some small cap mining stocks.
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How the ides of March has delivered big returns for Under the Radar Report
Sometimes as an investor in small caps you have to embrace uncertainty.
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What to look out for this reporting season
Investors of the bigger companies are not looking at the detail behind the profit numbers, they are looking at the dividend. Seriously, they should change the name of “earnings season” to “yield season”.
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Under the Radar Report gets the crystal ball out for the upcoming reporting season
Last month Under the Radar Report conducted its annual New Year’s Round Table with six of Australia’s top performing fund managers. It really does pay to listen to these guys.
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5 steps to combat volatility
The market has been volatile of late and it might be that equities are the tail being wagged by the global currency dog. The question is, does this provide a buying opportunity for stocks that have been sold off?
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Harness the power of scientific research for your portfolio
Biotechs are not for the faint hearted, but more than any other investment, they can transform your portfolio.