Tag: Commodities
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Added More Car Group (ASX:CAR)
Following a strong HY26 report showing revenue growth across all segments, I increased my investment in CAR within the ASX 300 Portfolio, despite a recent decline in its share price. I will provide further insights on this opportunity in future posts. Disclaimer: This is not financial advice.
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Economic Outlook 2026
Australia’s economy is projected to grow by 2.1% in 2026, bolstered by a robust labor market and high commodity demand. However, persistent labor shortages may hinder growth and increase inflation. The RBA is likely to maintain interest rates amid strong currency pressures. Housing supply issues could drive prices higher.
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ASX 300 Portfolio Update
Anton Crabbe’s January 2026 portfolio update reveals the sale of five stocks due to unsatisfactory financial metrics or declining performance, while adding Newmont Gold and Hansen Technologies. The portfolio shows a slight overall gain of 10.39%, with increased cash reserves. Crabbe aims to reassess potential investments following the upcoming reporting season.
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ASX 300 Portfolio Update
Anton Crabbe reports no changes in his investment portfolio, which is up 15.9%. He is busy with his business and house purchase but anticipates more content creation in 2026.
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ASX 300 Portfolio Quarterly Update – 30th June 2025
The ASX 300 Portfolio excelled in Q2 2025, gaining 18.59%, significantly outperforming the ASX All Ordinaries at 13.16%. The top performers included Technology One and Pro Medicus. Two stocks were removed due to financial issues, while Aristocrat Leisure and ARB were added. The strategy aims for a long-term 15% annual return.
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Exploring Woodside Energy Global LNG Projects and Strategies
Woodside Energy (WDS), established in 1954, has evolved into a major global energy producer with a AU$40 billion market cap and US$13.1 billion revenue in FY24. Post-merger with BHP in 2022, WDS expanded production, yet struggles with profitability consistency and cash flow. They focus on LNG and future low-carbon solutions amid rising energy demand.
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High Levels of Debt Have Never Been Good for Investors!
By Anton Crabbe 24th May 2025 I am always surprised when I see market reactions to high debt levels and credit downgrades, as we have seen recently with US long-term bond yields touching 5%, their credit rating being downgraded. Also, credit rating agencies have indicated that Australia’s and some state government credit ratings (mainly Victoria)…
Rational Share Investing With Ratios 