22 October 2020
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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.

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.

1 October 2020
Lots to know about LITs: are there opportunities here for investors?

ASX-listed debt trusts are trading at material discounts to the value of their underlying assets, which presents opportunities for investors to derive enhanced yields on these income-focused investments.

24 September 2020
Will cannabis stocks get back in the green?

A new world beckons for the listed medical cannabis stocks, but is it too late for new “pot market” players?

17 September 2020
Is this the end of junk mail?

Here are two stocks that could be impacted by the end of physical catalogues and “junk mail”.

10 September 2020
8 better than expected stocks from reporting season

The overlooked small cap champions defying the Coronavirus gloom.

3 September 2020
Aussie death rates drop

According to Propel Funeral Parlours (PFP), social distancing and masks mean influenza death rates have plummeted by as much as 95%, while vehicle fatalities are down too.

26 August 2020
Cyber security concerns spur the data centre sector

Flush with cash, the listed data centre operators are on an expansionary push as Covid-19 raises the need for more data storage and better connectivity. Does this augur well for the small players in this space?

21 August 2020
The good and not-so-good debt collectors

Here are a number of ASX listed debt collection players and how they’re travelling in this COVID-19 world.

20 August 2020
What’s Credit Corp’s story?

With apologies to Charles Dickens, it’s the best of times or the worst of times for debt collectors.

14 August 2020
Would you like candy with that?

While grocers have perfected the art of having chocolate and lollies in the checkout lane, this company realised that the similar space at non-food retailers was being underused.

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