Whether you are making money in booming property or booming crypto, there’s no great lure to get back into speculative miners. But maybe that’s a signal to start looking here? While everyone’s looking at the current hot sectors, the best opportunities usually lie the other way.
With a market cap of over $5 billion, A2M is one of the largest listed infant formula and milk companies. Could smaller competitor Wattle Health Australia Ltd [ASX:WHA] experience the same success?
The market is an emotional beast of a thing. What’s the secret behind the success of everyone’s favourite investor, Warren Buffett? I would say his extreme rationality. Buffett has a unique ability to stay rational in highly emotional situations.
Like the dot com boom, all sorts of innovative cryptocurrencies have sprung up, or are about to. Those that smugly declare cryptocurrencies will end up in a new dot com crash miss the point. But there are certainly lessons you can glean from the dot com era.
A global agreement with Amazon is a huge deal. However, there’s a whole lot we don’t know about the agreement. For one, we don’t know the amount Amazon will pay for GetSwift’s services. There’s a lot of uncertainty surrounding the deal.
Appen Ltd [ASX:APX] has been one of the hottest stocks this year. The stock now trades for more than 43-times earnings. Could the stock climb even higher on the back of the company’s most recent acquisition?
Just trade what the market gives you. In other words just trade the trend, be it up or down. But bringing your opinion to the market and trying to trade that can be a costly exercise.
I think cryptocurrencies themselves are only the beginning. The tip of the investing iceberg, so to speak. Not a side show, but also not the only game in town. In my opinion the perfect blockchain portfolio includes both good cryptocurrencies and good blockchain stocks.
You may have heard of the ‘prisoner’s dilemma’. It’s a standard example in a branch of economics called game theory. Well nowadays, the classical models of economics taught in universities have proven to be poor models of reality. Which brings us to the investor’s dilemma today.
Looking through stocks that hit 52-week lows yesterday, Domain Holdings Australia [ASX:DHG] stood out like a sore thumb. That’s the same Domain group that spun off from Fairfax Media.