This post formed the basis of an article which then appeared in the Australian Financial Review on 25 April 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. Much has been said about BHP, iron ore, and the resources sector in general. We know that the commodities boom is over, but has the sell-off in stock prices been overdone? We can analyse the company along with the supply and demand for commodities …
This post formed the basis of an article that appeared in the April edition of the ASX Investor Update on 12 April 2016. Michael Gable is a regular expert contributor to the ASX. You can access the ASX version of the article HERE. What the share-price charts say about Woodside, Santos, Oil Search and Caltex. Energy stocks were being viewed by some as great buying opportunity a year ago because of the plunging oil price. Yet despite the recent relief rally, the oil price …
This post formed the basis of an article which then appeared in the Australian Financial Review on 6 April 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. Over the past two years, there has been a lot of press about Woolworths’ problems, especially its disastrous venture into hardware with its Masters stores. But while Woolworths was shooting itself in the foot, you would expect its major competitor Wesfarmers to be cashing in …
This post formed the basis of an article which then appeared in the Australian Financial Review on 30 March 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. The price of oil seems to have stabilised for now so while there are arguments for it to have seen the lows, we don’t know when it will actually go up. As long as OPEC keeps up the supply, the upside for oil is …
Read MoreSantos shares could be set for a comeback as oil stops sliding