Can Mainfreight recover from the speed wobbles? (MIR 667)
The dangers of becoming a market darling
were brought home to logistics company Mainfreight (NZ: MFT) this week. Its
share price, having risen steadily ...
MIR Report
Archive
read whole newsletter
A chemical romance with Nufarm (MIR 666)
I have liked agrochemicals company Nufarm
(AU:NUF) for some time because of its exposure to the global food sector.
Demand for food is rising and soft
commodities are likely to ta ...
Why Gina may be a Rinehart cowboy (MIR665)
Australia’s richest woman, Gina
Rinehart, has set the market aflutter this week by buying around 9%
of media group Fairfax (AU: FXJ), to take her stake to just under
14%.
When the m ...
Dog shares go for a run (MIR 664)
Last week in the MIR – US Edition, I had
the opportunity to put review the Dogs of the Dow Theory in the market in which
it was invented. If you would like a free issue of that newsl ...
Resource stocks tickle a 10% rule line (MIR 663)
Resource stocks are a tricky area to invest
in without a geological degree, which is why I prefer to invest in the
diversified majors.
However, even the largest resource
companie ...
Watch List goes from bad to indifferent (MIR662)
Our Watch List, of the 50 of Australian
and NZ companies that meet the highest number of my 9 Key Criteria of
Company Excellence, has recovered from the ugly third quarter and
closed the gap with t ...
10% rule builds up hope for Fletchers (MIR661)
The 10% Rule is one of the tools I have
developed over the years as a guide to when to buy and sell shares.
Given that my preference is to buy good
shares when everybody else dislikes them, I used ...
Caltex poised on a slippery slope (MIR660)
Unlike many companies, oil refining and
distribution company Caltex (AU: CTX) never regained its pre-GFC
levels once the markets turned around in early 2009.
In fact, its shares have stayed mostly
...
Simsmetal steels itself for difficult times (MIR 659)
I remember looking at my Watch List of
companies that meet my 9 Key Criteria of Corporate Excellence when I first put
it together in late 2001.
One company that stood out was Sims ...
How to buy gold at a 32% discount (MIR 658)
On August 25 (MIR 646) I explained why I
was convinced gold still had a long way to run up, but noted that “every bull
run has its shake out periods and I would not be surprised if w ...
