Buy or Sell: Nick Guidera – DroneShield, Temple & Webster, Nuix & more
For today’s episode of Buy or Sell, Adam Keily is joined by Nick Guidera, Portfolio Manager at Eley Griffiths Group.
Buy Hold Sell: 3 ASX small and mid-cap recovery plays (and 2 names to avoid)
(4/4/25) From the ashes of a market correction come 10-bagger opportunities. Two experts scan 3 rebound picks, and 2 to steer clear of.
Why ex-20 is the prime hunting ground for ASX returns
(31/3/25) The small and mid-cap space is full of opportunity… and risk. So how do investors sort the wheat from the chaff?
Buy Hold Sell: 7 ex-20 stocks with strong balance sheets
(28/3/25) Hunting for breakout mid-caps? We put 5 high-potential ASX ex-20 stocks under the microscope with two top small and mid-cap fundies.
The small and mid-cap investments to watch in today’s uncertain markets
(13/3/25) Eley Griffiths Group’s Ben Griffiths discusses the shift in investor behaviour, the latest reporting season and the stocks he likes.
US Investor Sentiment retreats to a constructive level
(5/3/25) Stunning to watch the precipitous decline in the closely tracked American Association of Individual Investors (AAII) Investor Sentiment Survey. The February 26 print of 19.4% marks a significant downward move from the prior week (29.2%), suggesting a give-up in investor confidence is underway.
New Blood
(2/1/25) General stock market health, here and abroad, and improving investor confidence will prove to be the transmission mechanism for healthy IPO outcomes in 2025.
2025 Earnings Outlook
(13/12/24) Encouraging to read of the growing confidence around the 2025 earnings outlook for the S&P500. Goldman Sachs believe 2025 eps growth will be ~11%, following on from ~8% in 2024. This sits a notch below market consensus at ~ 13% for 2025.
Bringing the West to the East
(15/11/24) Last Friday November 15, I had the great pleasure of being the special guest convener of a panel discussion at Euroz Hartleys annual ‘Bringing the West to the East’ lunch held at the MCA, The Rocks, Sydney.
Awakening The Dragon
(6/11/24) This week I attended a timely symposium, ‘Awakening The Dragon’, hosted by the Shenzhen Stock Exchange in collaboration with CITIC CLSA and the Bank of China Syd Branch.
