Super Retail Group is one of the few Aussie bricks-and-mortar retailers to successfully navigate the online era and thrive. Their new chief executive says he’s confident of growing profits this year despite a $9 million hit from higher wage costs. continue…

by Andreas Lundberg Posted in Companies

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The protests in Hong Kong are through their tenth week; the latest escalation coming from the thousands of anti-government demonstrators forcing the shut down of Hong Kong’s airport, one of the busiest hubs in the world. The government has now announced a HK$19.1 billion (US$2.4 billion) stimulus package as the political unrest is spills over into the economy. continue…

by Lachlan Mackay Posted in Companies, Global markets

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The share price of Challenger Limited (ASX: CGF) – Australia’s leading annuities provider – has declined by almost 50 per cent in the past 12 months. While the firm is clearly out of favour, I believe its long-term prospects could be better than the market is currently pricing in. continue…

by Andrew Macken Posted in Companies

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Over the last four years property prices in Australia peaked and reversed, homes listed for sale have plummeted and the share price of REA Group, Australia’s online property classified portal, has… MORE THAN DOUBLED! Sounds strange perhaps, so I have included the chart from Bloomberg below. continue…

by Christopher Demasi Posted in Companies, Stocks We Like

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Twelve months ago, we saw compelling value in Telstra (ASX: TLS). Since then, its share price has shot up 40 per cent, and it may have further to run. In a market where it’s tough to find value, we think the healthcare business, Healius, could be the next company to outperform. continue…

by Tim Kelley Posted in Companies, Stocks We Like

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Is that all there is to a housing slump? Well, yes, according to REA Group, which recently reported a decent set of numbers for the year, and expects a significantly better residential listings market in the months ahead. continue…

by Roger Montgomery Posted in Companies

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Reporting season is now underway and there have already been a few notable share price moves – JB Hi-Fi (ASX:JBH), REA Group (ASX:REA) and James Hardie (ASX:JHX) leading the way for some larger companies. continue…

by Joseph Kim Posted in Companies

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Reporting season can be brutal for businesses affected by cyclical factors, like the current residential building slump. But experience tells me it’s also a great time for investors to take note of out-of-favour companies that should rebound when the cycle turns up. continue…

by Roger Montgomery Posted in Companies, Market commentary

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Reporting season has kicked off, and the results are in from some of our ASX heavyweights. So, how have they fared, and how has the market reacted? continue…

by Andreas Lundberg Posted in Companies

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The U.S. housing market, after having staged a solid recovery since the depths of the financial crisis, is starting to show some signs of moderation. On the face of it, now would seem like the wrong time to be considering an investment in a company leveraged to the fortunes of the U.S. housing market. We disagree, and believe that the negative headlines have created some favourable stock price opportunities.

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by George Hadjia Posted in Companies, Stocks We Like

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