Will we see any special dividends from the banks as bad debt loan provisions are unwound? Watch here.
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Key things to look for in the February reporting season
Joseph Kim
January 25, 2021
In this week’s video insight Joseph discusses the upcoming reporting season. We enter the February 2021 reporting season in a very different state to August last year, where expectations for the broader market had been revised downward due to concerns over the impact of coronavirus. We expect most sectors to be cautiously optimistic in their outlook statements given the rebound we have seen to date. Joseph identifies the sectors with pockets of clear strength.
by Joseph Kim Posted in Video Insights.
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Why we invested in the Cashrewards IPO
Gary Rollo
January 22, 2021
Among the plethora of IPOs in the back half of 2020 was one that caught our attention and passed our filters – Cashrewards (ASX:CRW). This is an innovative company with a very attractive business model. And it’s only just getting going. Continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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How long will the recent outperformance of the banks last?
Stuart Jackson
January 21, 2021
In this week’s video insight Stuart discusses how the banks are positioned with a less economic fallout from the COVID-19 pandemic than first anticipated. Since the pre-COVID market high on 20 February 2020, the banks have generated a loss of 7 per cent compared to a loss of 3 per cent of the broader market over the same period, despite share prices outperforming in recent months. The Price to Earnings multiple of the banks have been falling for some time as a result of margin compression and higher capital requirements reducing their return generated on incremental equity invested. Will we see any special dividends from the banks as bad debt loan provisions are unwound?
Continue…by Stuart Jackson Posted in Financial Services, Video Insights.
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Disruptive innovations are evolutionary not revolutionary: Part I
Amit Nath
January 20, 2021
Few would dispute that cloud computing represents one of the most innovative technological disruptions in generations. Furthermore, many credit the breakthrough with the historic launch of Amazon Web Services (AWS) in 2006 when visionary, Jeff Bezos saw the future of IT infrastructure as on-demand, infinitely scalable computing resources, conveniently delivered over the internet. Continue…
by Amit Nath Posted in Companies.
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Five ways to build investment portfolios amid growing inequality
Andrew Macken
January 19, 2021
Most investors are aware that COVID-19 is accelerating economic forces such as indebtedness, low interest rates and asset price inflation. But there is perhaps less awareness of another powerful trend that COVID is also accelerating: the ‘Gilded Age’-style economic inequality that has been emerging in recent decades. Continue…
by Andrew Macken Posted in Investing Education.
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City Chic accelerates global expansion
Dominic Rose
January 18, 2021
In the week before Christmas, City Chic Collective (ASX:CCX) rewarded patient investors with what looks to be a highly strategic acquisition; securing the e-Commerce and wholesale assets of UK plus-size women’s retailer Evans from the Arcadia Group (debt-laden owner of Topshop) which recently entered into administration. Continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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Why the global LNG price is heading north
Andreas Lundberg
January 15, 2021
Over the last couple of months, international LNG prices have been rocketing up. This is bad news for overseas consumers of our LNG exports and domestic consumers of gas, but could be positive for our gas producers and the Federal Budget, due to higher tax collections. The question is, how long will this run last? Continue…
by Andreas Lundberg Posted in Energy / Resources.
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Growth Stocks and the Petersburg Paradox
George Hadjia
January 14, 2021
In the current zero-interest rate world, where dovish Central Banks continue their accommodative monetary policy settings, future earnings become more valuable than under the previously higher interest rate regime (which is increasingly becoming a distant memory). Continue…
by George Hadjia Posted in Investing Education.
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