Know what you own, and why you own it.
At Seneca, we invest in high quality, growing businesses at reasonable prices, for the long term. We make investment decisions based on data, evidence, incentives and experience. We value simplicity, transparency and consistency and like to invest alongside people with similar priorities.
These assets have good pricing power (inflation linked, like other APA assets) and good incremental returns for new mining assets brought online in the area.
The Resmed CDI (ASX: RMD) share price was crushed after its Q4 2023 financial results. Is Resmed’s share price an allergic reaction to Ozempic, or something else?
The Breville Group Ltd (ASX: BRG) share price is going nuts. Could it be time to load up on Breville shares? This analysts like BRG shares.
The James Hardie Industries plc (ASX: JHX) share price is crushing the S&P/ASX 200 (INDEXASX: XJO) today. With the JHX share price up 14% versus the barely noticeable 0.1% nudge from the ASX 200 after lunch time, Seneca’s Luke Laretive explains what you need to know.
ResMed CDI (ASX: RMD) shares are trading down about -11% in early trade to ~$30 per share after its 4Q23 result came in below consensus expectations.
Core Lithium Ltd (ASX: CXO) shares have been in a tailspin since the release of its June quarterly production report. CXO shares fell -16% on the day of releasing its quarterly results, and a further -4% in the subsequent two trading days.
Investors looking for exposure to ASX energy shares have undoubtedly asked themselves which company is better placed to generate superior returns – Woodside Energy Group Ltd (ASX: WDS) or Santos Ltd (ASX: STO).
The CSL Limited (ASX: CSL) share price has fallen below $270 after an earnings outlook statement disappointed the market.
Is Vulcan Energy Resources Ltd (ASX: VUL) still a buy? Luke Laretive from Seneca Financial Solutions says VUL is the way to play direct lithium extraction.
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