Companies
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Will Baby Bunting be able to withstand Amazon?
David Buckland
December 17, 2018
At the current $2.06, Baby Bunting Group Limited (ASX:BBN) has a market capitalization of $260 million, and with net debt of $4 million it is selling on an enterprise value of 10.2X Fiscal 2019 forecast earnings before interest, tax, depreciation and amortization (EBITDA) of $26 million. continue…
by David Buckland Posted in Companies
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Why Facebook is looking cheap
Andrew Macken
December 13, 2018
You’ve probably read that many US tech stocks are trading on crazily high multiples. So it may surprise you to learn that Facebook (NASDAQ: FB) – the world’s largest social media platform – is trading on a lower multiple than many Australian businesses. continue…
by Andrew Macken Posted in Companies, Stocks We Like
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Is Trade Me about to go under the hammer?
Stuart Jackson
December 11, 2018
New Zealand’s biggest and most popular internet auction and classifieds website, Trade Me (ASX:TME), is being put under the microscope by two potential bidders – Apax Partners and Hellman & Friedman. And there’s speculation that more bids are likely for this strong and growing business. continue…
by Stuart Jackson Posted in Companies, Stocks We Like
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Have the banks been pushed below fair value?
Roger Montgomery
December 6, 2018
Slowing growth and tightening profit margins, customers entering financial stress and falling asset values; It sounds like the recipe for a disastrous investment but what if the price of the investment has factored in something even worse, which failed to eventuate? continue…
by Roger Montgomery Posted in Companies, Financial Services
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Stocks to watch if the market over-corrects
Roger Montgomery
November 22, 2018
As Australian property prices correct, it will also drag down the value of a number of allied businesses, such as whitegoods retailers. If the market over-corrects – as it so often does – some good buying opportunities should emerge. Let’s have a look at a few businesses for your watchlist. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary
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Montaka long-short fund benefits from the decline of Kraft Heinz
George Hadjia
November 16, 2018
The Montaka Global Fund gives investors the opportunity to benefit from both the gains of extraordinary businesses and the declines of deteriorating ones. Our short of Kraft Heinz (Nasdaq: KHC) shows how successful this strategy can be. continue…
by George Hadjia Posted in Companies
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Alibaba Shatters Olympic Records
Lachlan Mackay
November 16, 2018
Ahead of Alibaba’s Singles’ Day, CEO Daniel Zhang told CNBC that the event is “the Olympics” for many business people. Originally known as Bachelors’ Day to celebrate pride in being single, the “Single Sticks Holiday” is derived from its date – 11/11. Nowadays it is better known for being the largest offline and online shopping day in the world, spearheaded by Alibaba’s e-commerce platform. continue…
by Lachlan Mackay Posted in Companies, Stocks We Like
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The Technology of Finance
Roger Montgomery
November 7, 2018
Among the very best performing shares since July, and indeed through reporting season, were financial technology companies such as Iress (ASX:IRE), Praemium (ASX:PPS) and Bravura Solutions (ASX:BVS). Other companies in this space include, HUB24 (ASX:HUB), Netwealth (ASX:NWL) and GBST (ASX:GBT). continue…
by Roger Montgomery Posted in Companies, Financial Services
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Personal care company’s shares under pressure
Joseph Kim
November 1, 2018
One of the more interesting stories in the market this year has been that of BWX Limited – an Australian company that manufactures body, hair and skin-care products primarily under the Sukin brand, and one the Montgomery team has previously written about. Sukin markets itself as Australia’s Number 1 Natural Skincare brand and is sold in both pharmacy channels and Coles. continue…
by Joseph Kim Posted in Companies, Consumer discretionary
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The WPP stable is really feeling the heat
David Buckland
October 30, 2018
WPP AUNZ Ltd, is one of the largest marketing companies in Australasia, covering every angle including advertising, media investment management, data investment management, public relations and public affairs, branding and identity, healthcare communications, digital technology and e-commerce marketing, shopper marketing, content production and specialist communications. continue…
by David Buckland Posted in Companies
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