Financial Review

Gold is building up to the next rally

This post formed the basis of an article which then appeared in the Australian Financial Review on 31 August 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. As we entered 2016, gold was trading at about US$1060 an ounce. It then embarked on a fantastic rally that saw it move above $1360 in the days after Brexit. Since then it has failed to go higher. The gold price has returned over …

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Upside for Woodside

This post formed the basis of an article which then appeared in the Australian Financial Review on 17 August 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. Woodside Petroleum is one of those companies whose results on Friday will be closely watched. The energy sector has endured a horrid 24 months, yet a rally in oil prices since the February lows has not been enough to see a sustained recovery. Back …

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My targets for Telstra

This post formed the basis of an article which then appeared in the Australian Financial Review on 10 August 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. This week will be a busy one with major companies reporting their full year results. Those that can do well will be rewarded by the market, yet those who miss expectations will be punished. Two weeks ago we looked at the vulnerabilities of the …

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Upside for Capilano Honey

This post formed the basis of an article which then appeared in the Australian Financial Review on 3 August 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. Capilano Honey (CZZ) is Australia’s largest honey processor and their various brands command a domestic market share of 70 per cent. Through their recent joint venture with NZ based Comvita, things start to get more interesting. Comvita is the world leader in Manuka Honey, …

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Time to take profits in REA?

This post formed the basis of an article which then appeared in the Australian Financial Review on 26 July 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. As we approach reporting season in August, it pays to check how your share investments are tracking. The seasoned investor would be aware that nowadays a good result is not enough. Companies need to meet or exceed the market’s expectations in order for share …

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