Companies
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Avita Medical – a small cap with big potential
Joseph Kim
May 28, 2020
Around 12 months ago, we noted that Avita Medical (ASX:AVH) – which provides a novel approach to skin regeneration – was a business worth keeping tabs on. Although its share price has felt the effects of the COVID-19 market sell-off, our positive view of the company has not changed. continue…
by Joseph Kim Posted in Companies, Stocks We Like
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Our take on Aristocrat Leisure’s recent results
Stuart Jackson
May 27, 2020
Investors in Australian slot machine and mobile games developer, Aristocrat Leisure (ASX:ALL), have enjoyed stellar returns over the past 10 years, with the share price up over 500 per cent in that time. However, its results for the 6 months to the end of March were patchy, and it remains to be seen how strongly the business can emerge from the coronavirus lockdown. continue…
by Stuart Jackson Posted in Companies, Stocks We Like
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Don’t underestimate the future, knowledge is power
Gary Rollo
May 25, 2020
Data is the new oil, knowledge is power. We live in a deeply connected world, there are literally billions of devices that are now connected to the internet, collecting, processing and delivering information, putting it into the hands of decision makers. Across the world roughly 1.5 billion smartphones are sold per annum, which means there’s about four and a half billion out there in the hands of consumers and people working in corporates. continue…
by Gary Rollo Posted in Companies
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Central Banks are pump priming the Gold price
David Buckland
May 21, 2020
After launching at $1.00 on 20 September 2019, the unit price of the Montgomery Small Companies Fund peaked at $1.066 on 21 February 2020, declined to $0.675 (-37 per cent) on 23 March, and has since rallied to yesterday’s $0.985 (+46 per cent), leaving it 8 per cent from its peak. continue…
by David Buckland Posted in Companies, Stocks We Like
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Beware expensive equity raises
Lachlan Mackay
May 20, 2020
The US stock market appears totally disconnected from the real economy as it prices in a V-shaped return to normal, with the S&P 500 up about 30 per cent from its late March bottom. Risks are abundant and seemingly well-known, reinforced by commentary from an array of seasoned experts such as Warren Buffett, Stanley Druckenmiller and David Tepper. The latest red flag to reach our attention is the spate of recent high-priced equity capital raises. continue…
by Lachlan Mackay Posted in Companies, Editor's Pick, Global markets
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The retailers to watch as the economy opens up
Dominic Rose
May 19, 2020
In just a few short months, the COVID-19 pandemic and associated lockdown have triggered seismic shifts across the retail landscape. Some changes are likely to be temporary; others may accelerate previous structural trends. As we emerge from hibernation, I thought I’d try to identify the businesses that should prove to be better investments in the years ahead. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like
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What’s happening in the US Meat industry?
Phillip Namara
May 19, 2020
Currently, the US meat industry is in turmoil as a series of coronavirus outbreaks have crippled the supply chain. This supply chain begins with farmers who sell their livestock in large contracts to slaughterhouses which then pass on the meat to the food processors who then distribute the meat either to retail channels like grocers or institutional food service clients like restaurant chains and the hospitality industry. continue…
by Phillip Namara Posted in Companies
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How much worse can it get for REITs?
Gary Rollo
May 14, 2020
The COVID-19 crisis – with the accompanying lockdown – has had a severe impact on many real estate investment trusts (REITs), particularly those exposed to discretionary retailing. The question is: have plummeting share prices opened up investment opportunities, or is there more pain to come? continue…
by Gary Rollo Posted in Companies
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Is Qantas a buy at the current price?
Tim Kelley
May 12, 2020
Among the more obvious victims of the COVID-19 pandemic have been the world’s airlines. In Australia, Virgin Airlines in April became one of the first large businesses to enter administration, and Qantas (ASX:QAN) has scaled back its operations to a tiny fraction of normal capacity and loses money every week while this continues. continue…
by Tim Kelley Posted in Companies
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Why it’s so hard to be an investor right now
Roger Montgomery
May 11, 2020
Most companies are finding it nearly impossible to accurately assess the long-term impact of the COVID-19 crisis on their business. Consequently, market analysts are having an equally tough time, and their opinions can be alarmingly divergent. Recent analyst commentary on consumer goods retailer, JB Hi-Fi, is a case in point. continue…
by Roger Montgomery Posted in Companies
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