Posts by Richard Hemming

All courses by Richard Hemming

• The Week Ahead: NEXTDC, MAQ and Nick Scali: Buy the Dip?

  AI remains a powerful investment theme. But the amount of money being poured into data centres is prompting a harder question: which businesses can turn that investment into returns for shareholders? In this week’s ASX Stock Pulse, Richard Hemming looks at the pressures facing NEXTDC (ASX: NXT), why Macquarie Technology Group (ASX: MAQ) remains our...

• CSL: Why taking profits is part of good investing

  Investing is about finding good businesses, paying the right price and knowing when to bank some of the gains. That last step can be the hardest. When a stock is rising, it is tempting to keep holding everything and assume the good run will continue. But a strong share price can change the balance between...

• Firmus and DXN: Can AI hype turn into profits?

    Firmus and DXN: Can AI hype turn into profits?” After a series of small cap conferences, Richard Hemming looks at two very different AI stories and asks whether investor expectations are running ahead of delivery. I have just returned from a series of small cap conferences, and AI was on everyone’s mind. Even whisky...

• 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...

• 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...

• 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...

• AVA Risk Group (ASX:AVA) Growing sales in a mining boom is key

• 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...

• 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...

• Pureprofile (ASX: PPL): Can Global Expansion Drive Growth?