20 January 2021
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Tim Boreham

Welcome to the New Criterion, authored by Tim Boreham.

Many readers will remember Boreham as author of the Criterion column in The Australian newspaper, for well over a decade. He also has more than three decades’ experience of business reporting across three major publications.

Tim Boreham has now joined Independent Investment Research and is proud to present The New Criterion, which will honour the style and purpose of the old column. These were based on covering largely ignored small- to mid-cap stocks in an accessible and entertaining manner for both retail and professional investors.

The New Criterion will strive to continue the tradition in a weekly online format.

The column will not offer stock recommendations because we think readers can make up their own mind on the facts and opinions presented.

Our coverage will include both the industrial and mining sectors, including listed investment companies and IPOs. The stocks covered will not necessarily be of investment grade with sound financials. But they will have credible management and – at the very least – an interesting story to tell.

We hope readers will find The New Criterion both entertaining and informative.

1 December 2020
Winters Tale of McMillan Shakespeare

In happier times, McMillan Shakespeare could do nothing wrong but in September it was turfed out of the S&P ASX 200 index. What’s going on?

30 November 2020
Myer’s last stand?

With a mere $220m market cap, Myer is in microcap territory but the once-esteemed retailer chalked up $2.6b in sales from January to July 2020.

27 November 2020
What’s happening to Telstra’s valuation?

Why did Telstra’s valuation go backwards during the most communications-hungry event in history?

26 November 2020
Is it a Crown of thorns?

Pretty much nothing has been going right for Crown Resorts (CWN) but is it worth rolling the dice for the longer term?

20 November 2020
Accounting & insurance broking companies pumped by Covid

Does accounting and insurance broking get your heart pumping? They may not turn heads but do they give investors steady returns?

12 November 2020
Do you understand the investment class called royalties?

As an investment class, royalties have been poorly understood by Australian investors. Here are three examples.

5 November 2020
Shucking news: oyster IPO surfacing

East 33 wants to be seen as a prestige provenance play in the same style as the great French champagne houses rather than yet another ASX aquaculture entrant.

30 October 2020
Afraid of being hacked or cyber-compromised?

Yesterday we looked at one company’s fight against cyber crime. Here are others in the race to beat these cyber criminals.

29 October 2020
Cyber crime – it’s on the rise

Here’s an ASX stock that’s protecting organisations from the online hackers and hucksters.

22 October 2020
Keep your eye on automotive shares

The expected resurgence in automotive activity bodes well for automotive shares, which encompass dealerships, after-market parts and accessories suppliers, crash repairers and auto financiers.

15 October 2020
Gold threads spinning off

After the stunning ‘merger of equals’ of Northern Star Resources and Saracen Minerals the acceleration of spin-off activity is now happening and we suspect value will emerge from these spin offs.

8 October 2020
Can Afterpay maintain its valuation in a crowded BNPL marketplace?

Amid the US-led tech sell off, the BNPL sector has had a decent touch-up, with valuations down 40% from their peaks.

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