In the Media

Three Aussie AI Companies to Watch

Proactive Investors New - 01 Mar. 24

The artificial intelligence industry is on the cusp of remarkable growth writes Wealth Within chief analyst Dale Gillham. So, what are the Aussie companies to watch? Whether you like or use artificial intelligence (AI) technology or not, we can all agree that it's here to stay. From an investment viewpoint, if the Australian AI sector can perform like its American neighbour, then could be staring at a future goldmine for investors. With that in mind, let's take a closer look at Australia's AI industry to uncover those companies at the forefront of the AI revolution...

US Presidential Cycles and the Aussie Stock Market

Investing.com - 23 Feb. 24

Regardless of which party wins the November US elections, the Australian market tends to perform well in the first year, writes Wealth Within chief analyst Dale Gillham. Over the past two years or more, there have been many claims that the US stock market is overheated and that we need to prepare for the bubble to burst as the S&P 500 will crash. Yet the US market is still rising, so should we prepare for a crash or keep buying? I recently read an article discussing the impact of presidential cycles on the US stock market. Given that the US presidential election will occur this year, I decided to investigate how the US election cycle affect the Australian market...

Why A2 Milk Share Price Dropped Despite Positive Results

Money Magazine - 16 Feb. 24

Have you ever wondered why the price of a stock falls when a company reports positive results? It's a perfect time to discuss this peculiar phenomenon, given we have reached the middle of reporting season. Let's take the case of A2 Milk. In August last year, the company reported positive FY23 results with a 10.1% increase in revenue. While this is good news, the stock dropped 13% on the same day and only recovered five months later in January 2024. This situation is not unique and happens routinely throughout every reporting period, leaving many investors confused...

Finder's RBA Survey: Experts say 1.2 Million Homes Won't Be Build by 2029 as Cash Rate Holds

Finder.com.au - 06 Feb. 24

Homeowners have reason to be cautiously optimistic that a cash rate cut may come sooner than later. In this month's Finder RBA Cash Rate Survey, 27 experts and economists weighed in on the future cash rate moves and other issues relating to the economy. Experts say we will miss the government's new build target. The majority of panelists (89% 17/19) believe we won't achieve the Australian government's target to build 1.2 million homes over the next 5 years. This comes after data showing approvals for detached homes were 6.2% low in November compared to 2022...

Dale Gillham Weighs in on the Evergrande Liquidation

The Market Online - 02 Feb. 24

This week, I put the Chinese stock market under the microscope as to whether it is set to explode or implode. Evergrande, the world's most indebted property developer, was ordered to liquidate on Monday leaving a trail of more than 300 billion dollars in liabilities. This raises the question as to whether this is a catalyst for China's stock market to implode or an opportunity to invest in one of the biggest economies in the world. That said, looking at the price chart of the Shanghai Composite Index (SSEC) and the Hang Seng Index (HSI), both markets are down over over 50 per cent from their all-time highs. So has the current situation alrady been priced in...