Has Anyone Used Kalkine’s Premium Research? What Was Your Experience?

I subscribed to Kalkine's premium research for 6 months to test their ASX stock reports. Here's my unbiased take:

What I liked:
Detailed reports – Their equity analyses include financial metrics, industry comparisons, and risk factors that go deeper than free content.
Regular updates – Received timely alerts on covered stocks (e.g., earnings changes, price target revisions).
Educational value – The "Key Takeaways" section helped me understand their methodology.

Considerations:
• Niche focus – Their small/mid-cap coverage stood out more than large-cap analysis (which you can find elsewhere for free).
• No guarantees – Like all research, some calls performed well while others didn’t – always cross-reference.
• Cost – Worth comparing to alternatives (Morningstar, Simply Wall St) based on your budget.

Has Anyone Used Kalkine’s Premium Research? What Was Your Experience?

I subscribed to Kalkine's premium research for 6 months to test their ASX stock reports. Here's my unbiased take:

What I liked:
Detailed reports – Their equity analyses include financial metrics, industry comparisons, and risk factors that go deeper than free content.
Regular updates – Received timely alerts on covered stocks (e.g., earnings changes, price target revisions).
Educational value – The "Key Takeaways" section helped me understand their methodology.

Considerations:
• Niche focus – Their small/mid-cap coverage stood out more than large-cap analysis (which you can find elsewhere for free).
• No guarantees – Like all research, some calls performed well while others didn’t – always cross-reference.
• Cost – Worth comparing to alternatives (Morningstar, Simply Wall St) based on your budget.

With the RBA cutting rates in 2025, are ASX mortgage stocks like CBA and ANZ still a good buy, or are they overvalued now?

CBA has indeed reached record highs, surpassing $181 per share and achieving a $300 billion market cap. This surge is attributed to reduced performance in resource stocks, attracting offshore investors to financials. However, some analysts argue that CBA is significantly overvalued, with concerns about its high valuation despite stagnant earnings growth. 

ANZ, on the other hand, has been actively growing its lending book in New Zealand and Asia, which could prove advantageous if lower rates stimulate corporate investment. While both banks have their strengths, it's essential to consider the broader economic context and potential risks associated with interest rate changes.

Are Gold Stocks Worth Considering Right Now? Share Your Insights

Yes, gold stocks are attracting renewed attention, particularly in the current market environment where economic uncertainty and inflationary pressures are influencing investor sentiment. According to recent market research from firms such as Morningstar, Bell Potter, and Shaw and Partners, several ASX-listed gold stocks are trending due to favorable commodity pricing and robust production outlooks.

Some of the notable names gaining traction include Northern Star Resources (ASX: NST), Evolution Mining (ASX: EVN), and Gold Road Resources (ASX: GOR). These companies have shown resilience with strong balance sheets and ongoing development projects that continue to generate interest across institutional circles.

Additionally, recent research from Kalkine offers some of the most detailed and actionable insights into the gold sector, covering operational updates, performance drivers, and strategic positioning of key ASX gold stocks. For those tracking sector movements and company-specific developments, Kalkine’s reports serve as a valuable resource in navigating gold market trends.

Should I Buy Virgin Australia Shares in the Upcoming ASX IPO?

I agree with the cautious approach. While the IPO offers a chance to invest in a major player in the Australian airline market, day traders should be prepared for volatility. Monitoring early trading volumes and market sentiment post-listing will be crucial. Setting stop-loss orders and having a clear exit strategy can help manage potential risks

Are Dividend Stocks Still Worth It in 2025?

Absolutely, dividend stocks still have a place in a portfolio, especially for income-focused strategies. However, the criteria for choosing them have shifted a bit in 2025. Given the current high-rate environment, companies with consistent free cash flow, low debt levels, and a strong dividend history are standing out.

Sectors like utilities and consumer staples remain reliable, but even some tech names are now offering dividends. It's also important to avoid companies with high payout ratios or those overly reliant on cyclical revenues.

Is uranium the next big opportunity on the ASX?

While the outlook is promising, it's essential to approach with caution. Uranium markets can be volatile, and geopolitical factors play a significant role. However, with Asia leading in nuclear capacity expansion and countries like Japan and Germany reconsidering nuclear energy, the long-term prospects look favorable.

Is the surge in battery metals IPOs on the ASX a long-term shift or just hype?

There’s definitely a trend, but not every IPO in the battery space will succeed. Some companies are early-stage explorers without proven reserves. While the sector outlook is strong, due diligence is key. Look at project location, infrastructure, funding, and management before getting excited about any new listing.

Are high dividend yield stocks still a good investment during interest rate uncertainty in 2025?

Yes, and some undervalued high-yield stocks are now providing total return opportunities—both income and capital appreciation. In 2025, I'm bullish on:

• Chevron (CVX): Energy dividends remain robust with strong cash flows.

• AbbVie (ABBV): Healthcare cash cow with 4%+ yield and a growing pipeline.

• TD Bank (TD): Canadian banks are navigating rate changes well and yield over 5%.

Dividend investing isn’t just about income—if you reinvest dividends during market dips, you compound faster.

Is Virgin Australia's upcoming IPO a good investment opportunity, or are there significant risks that investors should be aware of?

While the numbers are promising, the airline industry is notoriously volatile. Factors like fuel prices, economic downturns, and global events can significantly impact profitability. Moreover, the sector's low margins and vulnerability to economic cycles are concerns. Investors should also consider that, despite the current positive outlook, unforeseen challenges could affect performance.

How might rising mortgage stress affect ASX-listed banking and real estate stocks?

It could also affect real estate investment trusts (REITs) and property developers. Stocks like Stockland (ASX: SGP) and Mirvac Group (ASX: MGR) may see reduced buyer activity if borrowing becomes more difficult or unaffordable. Housing sentiment can directly affect their sales pipeline and project launches.

Are business services stocks on the ASX a good investment in 2025 given recent market trends?

Absolutely, many business services stocks listed on the ASX are showing strong fundamentals in 2025. After the inflationary pressures of 2022–2023, the sector has adapted to tighter operating conditions and digital transformation. Stocks like Xero (ASX: XRO) and Wisetech Global (ASX: WTC) are benefiting from robust SaaS demand, while mid-cap companies focused on outsourcing and logistics have posted solid earnings growth. The recent rate cuts by the RBA have also improved sentiment.