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Brendon Lau

Brendon Lau

Brendon’s passion for shares started by accident in 2003 and he has worked in various roles around capital markets ever since as a trader, stock analyst and markets reporter with the Australian Financial Review. Most of his wealth has come from share investing than any other asset class, and that has given him the financial freedom not to work full-time, if he chooses to. Brendon is a medium to long-term investor who aims to hold positions for a year or longer and is focused on fundamental analysis, although he will occasionally use technical indicators to time his entries and exits. Brendon has an MBA from Melbourne Business School and is RG 146 certified. He lives in Melbourne with his wife, three kids and two dogs.

Recent Articles

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⏸️ Investing

Investors beware: Oil demand from China could peak sooner than you'd think

| Brendon Lau

Many believe that the worst for oil is behind us but bears aren't ready to go into hibernation with reports…

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Austal Limited speeds to three-year high on new orders: Here's what you need to know

| Brendon Lau

It isn't only the 29% increase in the ship builder's order book to $3.1 billion that is fueling the strong…

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Could BHP Billiton Limited's South32 spin off be worth less than the market expects?

| Brendon Lau

At least two brokers are warning that BHP Billiton Limited's (ASX:BHP) divestment of South32 is worth a lot less than…

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Bradken Limited surges on takeover bid: Is it an opportunity?

| Brendon Lau

A second takeover approach to the embattled contractor will only put the focus on other failed ASX-listed targets. Expect more…

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3 engineering contractors making big moves today: Find out who and why

| Brendon Lau

Our embattled listed contractors are starting to catch the imagination of investors today with Ausenco Limited (ASX:AAX), Bradken Limited (ASK:BKN)…

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Are the ASX's hottest new companies primed for a correction this quarter?

| Brendon Lau

There are a number of new entrants to the stock market that have surged several hundred percent in the March…

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Corporate raiders and short sellers amass at the gates of Primary Health Care Limited

| Brendon Lau

The stock looks set to move even higher after a broker note today lent credibility to rumors that private equity…

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Is Treasury Wine Estates Ltd a good bet?

| Brendon Lau

The wine producer jumped today after announcing a major restructure that will save $50m in costs, but will the news…

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Will Tassal Group Limited be able to address environmental concerns?

| Brendon Lau

The salmon farmer is struggling to keep its share price above water today as its chief executive accuse media outlets…

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How long can Santos Ltd remain profitable?

| Brendon Lau

There's an uncomfortable question facing Santos Ltd (ASX:STO) as the oil price takes another tumble. How low can the oil…

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PanAust Limited surges on takeover offer: What should shareholders do?

| Brendon Lau

The copper-gold miner received an unconditional bid that's priced at a 40% premium to its last closing price, but the…

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Is Bank of Queensland Limited's dividend at risk?

| Brendon Lau

Dividend hungry investors beware! The regional banking group may have gone ex-growth and that means its dividend could be unsustainable…

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Is Paladin Energy Ltd set to trump Fortescue Metals Group Limited?

| Brendon Lau

Uranium hopeful Paladin Energy Ltd (ASX:PDN) could successfully issue bonds when Fortescue Metals Group Limited (ASX:FMG) can't. There's two important…

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UGL Limited jumps on $120m contract win: Should you buy into the good news?

| Brendon Lau

The engineering contractor touched a three-week high on a big contract win from Santos GLNG, but it isn't the only…

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Nufarm Limited reports interim results: Should you buy?

| Brendon Lau

The agricultural chemical business is one of the best performing stocks, but its strong profit growth and positive outlook wasn't…

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Is Tassal Group Limited sailing into trouble?

| Brendon Lau

Tassal Group Limited (ASX:TGR) and Huon Aquaculture Group Ltd (ASX:HUO) could come under pressure as Tasmania investigates allegations of environmental…

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⏸️ Investing

Can Glencore save Fortescue Metals Group Limited?

| Brendon Lau

Speculation that Glencore would be interested in taking a stake in the embattled iron ore miner is driving the stock…

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BHP Billiton Limited's spin-off vs. Rio Tinto Limited's buyback: which creates more value?

| Brendon Lau

The two mining giants are pursuing very different strategies to create shareholder value. BHP Billion Limited (ASX: BHP) is divesting…

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No light at the end of Kathmandu Holdings Ltd cold dark tunnel

| Brendon Lau

The problems facing adventure gear retailer Kathmandu Holdings Ltd (ASX: KMD) goes beyond the sluggish consumer spending environment and its…

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Will Worleyparsons Limited follow Monadelphous Group Limited on the re-rating trail?

| Brendon Lau

Some are betting that embattled engineer Worleyparsons Limited (ASX:WOR) will follow Monadelphous Group Limited (ASX:MND) to surge higher in the…

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⏸️ Investing

Is the market getting ready to take a tumble?

| Brendon Lau

The S&P/ASX 200 Index is eyeing the psychologically important 6000 mark as volatility hovers around its lowest level in 2015.…

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RCG Corporation Limited jumps to record high: Here's what you need to know

| Brendon Lau

The footwear retailer is on a tear as this is the first day investors could react to its acquisition announcement.…

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Can Sydney Airport Holdings Ltd stare down rising bond yields?

| Brendon Lau

The threat of rising bond yields could be less of an issue to Sydney Airport Holdings Ltd (ASX:SYD) than one…

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Why did Thorn Group Ltd crash today?

| Brendon Lau

Shares in the consumer leasing business are scraping a five-month low on accusations that it is taking advantage of the…

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Is there more upside for this contrarian buy?

| Brendon Lau

Most experts think Sigma Pharmaceutical Limited's (ASX:SIP) shares are fully-valued but its latest results have proven them wrong. Find out…

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Myer Holdings Ltd crashes on interim result: What investors need to know

| Brendon Lau

Myer Holdings Ltd (ASX:MYR) tumbled after posting a worse-than-expected result. Analysts will be rushing to downgrade their forecasts on the…

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⏸️ Investing

Will Australia's uranium miners benefit from China's tilt to nuclear power?

| Brendon Lau

Some Australian stocks are well placed to benefit from news the world's largest energy consumer has approved plans to build…

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What shareholders need to know about Ten Network Holdings Limited's recapitalisation plan

| Brendon Lau

Plans by Ten Network Holdings Limited (ASX:TEN) to inject much needed capital into the company are a positive as it…

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Is it time to sell Orica Ltd?

| Brendon Lau

Orica Ltd's (ASX:ORI) share price came under renewed pressure after its chief executive resigned. Orica is already under strain from…

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Watch the Fed: rising US rates will support these Australian blue chips

| Brendon Lau

All eyes will be on the Fed tomorrow but regardless of the timing of a US rate rise, the environment…

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Here's why you should hold on to your South32 shares

| Brendon Lau

Wondering if you should "stag" your shares in South32? There's overwhelming evidence that the unwanted child of BHP Billiton Limited…

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Here's why the warning bells are ringing for Orica Ltd investors

| Brendon Lau

Orica Ltd (ASX:ORI) could soon face a similar problem to that of the iron ore miners. The results won't be…

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Is OZ Minerals Limited exit of Sandfire Resources NL a mixed blessing for shareholders?

| Brendon Lau

Sandfire Resources NL (ASX:SFR) could come under pressure when it emerges from a trading halt as OZ Minerals Limited (ASX:OZL)…

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Here's why Emeco Holdings Limited jumped after buying itself a new lease of life

| Brendon Lau

Does a $50 million acquisition by Emeco Holdings Limited (ASX:EHL) mark a real turnaround for the embattled business?

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Are the gold miners like Northern Star Resources Ltd at bargain prices?

| Brendon Lau

Gold is under pressure from the stronger US dollar. But here's why any dip in Northern Star Resources Ltd (ASX:NST),…

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Is it time to buy Monash IVF Group Ltd following its latest acquisition?

| Brendon Lau

The fertility treatment company surged today as it adds a Sydney diagnostics business to its fold. But the stock still…

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Here's the real reason BHP Billiton Limited and Rio Tinto Limited might be at bargain prices

| Brendon Lau

Using the fresh slump in iron ore prices as the main reason to sell BHP Billiton Limited (ASX:BHP) and Rio…

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Is this company the next Nanosonics Ltd. or Impedimed Limited?

| Brendon Lau

AtCor Medical Holdings Limited (ASX:ACG) is well placed to follow in the footsteps as sector stars Nanosonics Ltd. (ASX:NAN) and…

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99 Wuxian Ltd slumps to record low but is it time to buy?

| Brendon Lau

Mobile e-commerce company 99 Wuxian Ltd (ASX: NNW) crashed to a new record low today and is down by around…

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Empired Ltd falls even as profit doubles: Is the stock a buy?

| Brendon Lau

Empired Ltd (ASX:EPD) crashed 10% as its cash flow chokes under the weight of a recent acquisition. But is this…

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