Here are three industrial stalwarts that have long lost the patience of investors but look to be coming good.
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.