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Time to move on from defensive Cleanaway

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We recently researched Cleanaway Waste Management (ASX:CWY) in The Dynamic Investor after the Company released results for the six months to 31 December 2023 (1H24). The shares have been range-bound for the last three years. However, the outlook is improving. Operating leverage is expected to expand and the Company remains on target to achieve its FY26 EBIT minimum target. With this in mind, we consider whether are enough catalysts for a re-rating in the shares. About Cleanaway Waste Management Cleanaway …

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“Your Stock Request” – 14 March 2024

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“Your Stock Request” is a weekly video where we analyse share price charts for stocks on the Australian market (ASX) as requested by you! Email us at mail@fairmontequities.com with your stock request. Limit of one per person, no guarantee of a mention. This week’s stock request: (ASX:FMG), (ASX:AMP), (ASX:BOT), (ASX:KIN), (ASX:29M) Michael Gable is managing director of Fairmont Equities.   Latest prices available on the ASX website. You can learn more about technical analysis in this article.  An 8-week FREE …

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Asset classes and the economic cycles

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Different asset classes perform better in different environments.  Investors can optimize portfolio performance by identifying which assets perform the best at certain phases of the economic cycle. In this article, we will go through the different asset classes and outline which economic phase is best to purchase each one. Cash Cash is the lowest generating asset class. This asset class is also considered a safe haven so investors flock to cash when the economy is weak or in a recession. …

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Further upside for Seven Group

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We recently researched Seven Group Holdings (ASX:SVW) in The Dynamic Investor after the Company released results for the six months to 31 December 2023 (1H24). Earnings in 1H24 were significantly ahead of consensus estimates. The core Industrial Services business units delivered +40% EBIT growth. In addition, Boral’s 1H24 result was another factor in SVW’s better-than-expected EBIT performance. In fact, the significant turnaround in the performance of Boral (72% owned by SVW) has been a key factor in the outperformance of …

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“Your Stock Request” – 7 March 2024

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“Your Stock Request” is a weekly video where we analyse share price charts for stocks on the Australian market (ASX) as requested by you! Email us at mail@fairmontequities.com with your stock request. Limit of one per person, no guarantee of a mention. This week’s stock request: (ASX:COL), (ASX:MIN), (ASX:ZIP), (ASX:KAR), (ASX:BMN) Michael Gable is managing director of Fairmont Equities.   Latest prices available on the ASX website. You can learn more about technical analysis in this article.  An 8-week FREE …

Read More“Your Stock Request” – 7 March 2024

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