Posts by Richard Hemming
All courses by Richard Hemming
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Takeover Activity Is Taking Off
Three quality small caps that could attract attention as the valuation gap widens Richard Hemming, founder of Under the Radar Report, looks at the week ahead and three undervalued companies that may appeal to larger corporate buyers. Pantoro (ASX: PNR) NexGen Energy (ASX/TSX: NXG) Nanosonics (ASX: NAN) Markets face more of the same this...
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Debt-Funded Growth: Big Opportunity or Dangerous Gamble?
Intelligent Monitoring Group and Paragon Care offer substantial growth potential, but their rising debt makes fundamental analysis essential. Investors are always hunting for growth. But as interest rates rise, the share market becomes less willing to pay high prices for that growth. That is why investors need to look outside the obvious opportunities and consider...
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ASX StockPulse: Hunting for quality in results season
Data#3, Articore and MyState show why fundamentals and outlook matter Last week was the big one for big caps. Now it is all about ASX small caps. Today brings a deluge of small-cap results for the year to 30 June, just before the reporting deadline. Why do so many smaller companies report late in the...
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AVA Risk Group (ASX:AVA) Growing sales in a mining boom is key
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The Week Ahead: Take Profits, Bank Dividends
As earnings season heats up, stock selection matters more than ever. Retailers face a consumer test, miners and banks have run hard, and investors need to think carefully about when to lock in gains. Welcome to ASX Stock Pulse, where we break down the stories that matter before the crowd catches on. This is...
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Housing vs Shares: Where will the next big returns come from?
Australian housing has been an extraordinary wealth creator for more than 30 years. But what if the next five are much duller? Since the early 1990s, Australian house prices have essentially gone in one direction: up. For millions of investors, property has done much of the heavy lifting when it comes to building household...
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Pureprofile (ASX: PPL): Can Global Expansion Drive Growth?
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The AI Reality Check Is Creating Big Opportunities
The AI Reality Check Is Creating Big Opportunities Get Ahead with Small Caps and a Little Help from AI What we are seeing in global markets represents a major opportunity for investors. The key, as you may have guessed, is stock picking. Artificial intelligence is at the centre of the latest market volatility. The enthusiasm...
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CBA, DroneShield and Rio Tinto. Why it's time to reduce risk
3 stocks to TAKE PROFITS on + 4 investing rules Every day is notable for the toing and froing in the Middle East, but three market events outside of this stood out for me: 1. the Judo Bank rout with $JDO falling 40% in one day on bad debts associated with only 3 loans;...
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Why Growth + Dividends Beat Chasing Yield
Growth + Dividends Beat Chasing Yield: The Small Cap Strategy That Has Returned 15.8% a Year As the end of the financial year approaches, one of the highlights on our calendar is releasing our latest Small Cap Dividend Portfolio. Twice each year we build a portfolio of profitable Australian small-cap companies that combine sustainable dividends...
