Category: Alert
Vistafolio Update: Christmas Rally in December
‘Tis the season to be merry. December has given us our best ever result in 2021. Here’s how Santa arrived to close out a memorable year.
Vistafolio Update: The Rise of Omicron in November
Our investment journey was moving at a good pace. Then, suddenly, the Omicron variant struck. Here’s what we’re seeing now on the horizon.
Vistafolio Update: A Difficult Patient in October
Rising costs, interest rates, and capacity constraints remain a concern. But we are still focused on capturing value in this difficult market.
Vistafolio Update: Chinese Fears in September
The fallout from the Evergrande crisis, as well as inflation worries, proved to be a drag on the markets. Here’s how we fared in September.
Vistafolio Update: Summer Holiday Distractions in August
Delta, China’s slowdown, and summer-holiday bikinis have all distracted the market. But our long-term investment strategy remains intact.
Vistafolio Update: Buying the Dip in July
There’s been some heavier drawdown this month as the market shows signs of more egregious fears sweating across the brows of investors.
Vistafolio Update: Looking for Direction in June
June has been bumpy as the market takes a pause, looking for direction. Which way will the winds of inflation blow?
Vistafolio Update: Going from Strength to Strength in May
As speculative companies falter, our robust value picks continue to steadily grow. Here’s where we’re seeing long-term potential.
Gone Sour: Why Has the a2 Milk [NZX.ATM] [ASX.A2M] Share Price Tumbled?
a2 Milk used to be the ultimate dairy darling. But, in recent months, its share price has taken blow after blow. Why is this happening?
Vistafolio Update: Rising Markets in April
What we are seeing now is continued recovery from Covid fear, exemplified by our portfolio of quality businesses with managed downside.
Cannabis Upswing: Rua Bioscience [NZX.RUA] Peaks at 5.26%
This New Zealand cannabis company experienced a sharp surge on the stock market today. What’s the reason for all the optimism?
The Warehouse Group [NZX.WHS]: Can the Share Outperform in 2021?
The Warehouse is New Zealand’s favourite retailer. It’s posted impressive results in the wake of Covid-19. Can it go further?
(LTWI) The Warehouse Group [NZX.WHS]: Can the Share Outperform in 2021?
The Warehouse is New Zealand’s favourite retailer. It’s posted impressive results in the wake of Covid-19. Can it go further?
Vistafolio Update: A Positive Upswing in March
March has been a warm and prosperous month. Our investors have benefited hugely from a recovery led by vaccination and pent-up demand.
Mainfreight [NZX.MFT]: Will This Growth Stock Continue to Deliver Throughout 2021 and Beyond?
Mainfreight is New Zealand’s most successful logistics and transport company. Can it still shine in a post-Covid world?