This Month
Going global? Here’s one Mexican stock tip that could pay off
Aikya’s Rahul Desai names a Mexican retailer that is flying under the radar, explains why he is sticking with Chinese stocks after the surge, but is weary of South Korea.
This fundie says investors should be piling into CSL after slump
Atlas Funds’ Phil Cornet says the weakness in the ASX 200 heavyweight makes no sense and Ampol is ripe for a rally.
This fundie tips GQG’s share price to rally after wild swings
ECP Asset Management portfolio manager Damon Callaghan expects the ASX-listed global equities manager to recover after investors pulled more than $1 billion.
February
Why Lazard is tipping a turnaround in these ASX fast food stocks
Tim Zhao says the latest banks sell-off could be the start of a correction and expects struggling quick service restaurant operators to reverse their fortunes.
Why the market has missed a trick for this weight loss drug
Northcape Capital’s Wendy Herringer isn’t deterred by the 40 per cent crash in Novo Nordisk and is all in on a waste disposal company.
Blackwattle says this ASX stock is about to go on a tear
Michael Teran is “very excited” about a fast food chain and explains why he’s sticking with Orora despite the stock being stuck in the doldrums.
Why Platypus got out of BHP but kept Rio Tinto
Portfolio manager Stephen Butel explains why he’s weary of the mining giant and names two ASX-stocks that are flying beneath the market’s radar.
January
Fundie says this Chinese video app could be the next TikTok
Ox Capital’s Joseph Lai says video platform Kuaishou is cheap and explains why he’s confident the performance of Hong Kong-listed Chinese equities will pick up.
This media company’s share price is tipped to double
Lennox small caps manager Liam Donohue says he’s bullish on Botanix Pharmaceuticals and explains why he is eyeing up some former market darlings.
Here are a few stock picks that you may not have heard of
Canopy Investors’ Michael Poulsen discusses why he’s so bullish on Wise and names a few other stocks that are flying under the radar.
Rare earths, biotech and small caps: Fundies’ uncut gems
Speculative ideas proved capable of huge returns in 2024. Here are the under-the-radar stock picks that made the most money last year.
December 2024
Fundie says this ASX non-bank lender is ripe for a rally
K2 Asset Management’s chief investment officer, David Poppenbeek, says small caps are in a “generational sweet spot”.
Here’s where ECP’s Annabelle Miller has been buying up shares
The Sydney-based global investor is tipping a Nasdaq-listed used-car website will take over Europe and says a 19th century industrial company is ripe for a re-rating.
This ASX biotech stock could be the next M&A target
Antares’ portfolio manager Andrew Hamilton says a key drug of Immutep has “enormous potential revenue”.
November 2024
Ignore the short sellers and buy this uranium stock: Tribeca
Portfolio manager Guy Keller is betting Donald Trump’s return to the White House will kick off a “new energy paradigm” and investment opportunity in nuclear.
Why this fundie sold off his investments in renewables
American Century senior portfolio manager Trevor Gurwich says he is looking for trends that will benefit under a Trump administration.
ASX property stocks are the ‘quiet achievers’, says SG Hiscock
Portfolio manager Grant Berry says residential developer Peet has the most near-term upside and opportunity abounds in the smaller end of the property sector.
Fundie says this Corona brewer is primed to beat the market
Talaria Capital portfolio manager Hugh Selby-Smith is not phased by market volatility following the US election and says one Brazilian brewer is undervalued.
October 2024
This ASX uranium stock might be on the cusp of a short squeeze
Tribeca portfolio manager Todd Warren explains why he’s bullish on uranium and says stocks linked to the energy transitions are a steal.
The ASX retailer on its way to becoming a category killer
ICE Investors’ Roger Walling says online furniture and homewares merchant Temple & Webster is the stock to watch in the hobbled discretionary sector.