Richard Hemming - Wednesday, November 27, 2013
The market is in an IPO frenzy right now where bankers big and small are trying to sell investors a company that latches onto a current trend.
It is true that the IPOs so far this year have mostly been a success, but the longer the IPO frenzy goes, the more tenuous the value proposition will become of the latest offerings. In any case, it i ..Read More
Richard Hemming - Monday, September 30, 2013
Subscribers to Under the Radar get our Quant Report tomorrow morning. It has only been going since March, but already it has picked two big performers - Nick Scali (NC) and Tassal (TGR) which are up 35% and 65% respectively!
Find out tomorrow where these two rank, not to mention the other 80 plus stocks covered.
The Quant Report is a sc ..Read More
Richard Hemming - Wednesday, September 18, 2013
Get ready for tomorrow's issue because we are lucky to have an interview with one of Australia’s best performing and highest profile fund managers, Ben Griffiths of Eley Griffiths. His team manages $1.1 billion. Why Investors are taking on risk
Ben is confident that investors are becoming increasingly comfortable taking on risk and he o ..Read More
Pretty Pollution - Tuesday, August 27, 2013
Some of the companies we are covering this week include top performing Small Caps like Sirtex, Infomedia, BigAir, MaxiTrans, Tassal, as well as companies that have come off the ERM Power and Chandler Macleod. Where will the buying opportunities be? Where do we think you should take profits? This and more to be revealed on Thursday morning. Stay tun ..Read More
Richard Hemming - Tuesday, August 13, 2013
Look out for Under the Radar Report's quantitative analysis going out to subscribers today. The analysis highlights the momentum behind food stocks.
There has been speculation about interest from China in food assets is behind some of the big interest in food stocks. Four of our top seven stocks are companies that produce food, as ranked by ..Read More
Richard Hemming - Friday, July 26, 2013
As we all know, McMillan Shakespeare's share price halved at one point yesterday as questions belatedly emerged as to how much of its profits came from these “novated” lease deals on employees’ cars, after Australia’s Treasurer announced a radical change to the fringe benefits tax (FBT) on this arrangement. But what&rsqu ..Read More
Richard Hemming - Wednesday, July 24, 2013
Tomorrow we have a big treat with Under the Radar Report committee member and Australia’s top performing listed investment fund manager, Karl Siegling of Cadence Capital outlining seven key essentials to picking and holding onto a big Small Cap winner. This is an investment which increases more than 10-fold, which Karl affectionately call ..Read More
Richard Hemming - Monday, May 27, 2013
We have said it before: quantitative easing is like smoking. It feels good at the start, but you require more of it to make a difference.
QE is where Central Banks like the US Fed Reserve, the Bank of Japan, and the Bank of England pump literally trillions of their currency into the system by purchasing fixed interest securities from the bi ..Read More
Richard Hemming - Friday, May 17, 2013
In our next issue we have an exclusive interview with the big fish in the small cap pond - Dr Simon Marais whose investment vehicle Allan Gray manages $2.5 billion.
It was an illuminating conversation in which Dr Marais spoke of his investment philosophy and offered useful insights for individual investors. I must say, I learned a great deal. ..Read More
Richard Hemming - Tuesday, May 07, 2013
The interest rate cut will keep Telstra’s shares hovering at a record high valuation, but here is the news: it’s the tier two and tier three telco firms that will generate share price growth.
Five years ago the internet service provider market was teeming with telcos - there were literally hundreds of them. Okay, maybe it was still ..Read More
Richard Hemming - Thursday, April 11, 2013
Our interview with Geoff Wilson will appear in our next issue, but as usual it provided a great deal of (investment colour).
Right now, for example he is selling Carsales and buying Fairfax.
“In the short-term we believe Fairfax will do well. We’ve done a study of companies that have put up a pay wall in the US and how they ..Read More
Richard Hemming - Friday, April 05, 2013
A person interested in subscribing asked whether we give "sell" signals. Here is our response:
We don’t just say buy and goodbye! After major news we update our tips, the summary of which is on our Research Tips Tracker, which subscribers can download. Subscribers also get access to our quantitative rankings system, which gives an ..Read More
Richard Hemming - Thursday, March 14, 2013
Melbourne IT (MLB) hit one out of the ball park yesterday selling its Digital Brand Services business for $152m. It has now returned 77.5% for subscribers who purchased on our recommendation in December 2011.
It's DSB business protects the internet brand names of some of the world's biggest companies and generates big consulting revenues.
Richard Hemming - Monday, March 11, 2013
The response to our Special Series on opportunities in the Speculative Small Caps of this world has been fantastic. We are coming out with our next instalment in our next issue on Thursday 21 March. In the mean time, subscribers have a special treat to look forward to: our quarterly Research Rundown, which keeps you up-to-date on Radar's though ..Read More
Richard Hemming - Monday, February 25, 2013
The high for Under the Radar has definitely been Speciality Fashion. This is one that issued a profit upgrade prior to its result and kept on delivering on the announcement. This is in big contrast to the dire profit results of Billabong and the favourite of many a professional investor: Breville.
It just goes to show, never write a whole s ..Read More