Companies
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Home-grown Australian biomedical companies shine on the global stage
David Buckland
July 5, 2023
In this week’s video insight David Buckland discusses two Australian biomedical companies, Pro-Medicus (ASX:PME) and Telix Pharmaceuticals (ASX:TLX) which are gaining global recognition. Pro-Medicus specialises in imaging software and has experienced significant growth, while Telix focuses on cancer management technologies with promising market potential. Both companies are poised for further success and expansion. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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From retail giants to resources: Wesfarmers’ strategic Lithium expansion unveiled
Sean Sequeira
July 4, 2023
Most people associate Wesfarmers (ASX:WES) with some of Australia’s best known retail names such as Bunnings, Kmart and Officeworks. While this is where the bulk of the earnings are generated now, the role of Wesfarmers in everyday Australians’ lives actually runs deeper than it would appear on the surface with a growing healthcare and resources exposure. continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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The newest new thing: Nvidia
Roger Montgomery
July 3, 2023
You gotta love a hype-induced bubble. Having been permanently ensconced in financial markets for more than three decades, I’ve seen a few, and there’s another one forming right now. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Macquarie Technology Group – A small company that is in the cloud
Michael Gollagher
June 29, 2023
For long term investors and followers of our Small Companies Fund (the Fund) you would be aware that one of the themes we have spoken about since the inception of the Fund is Cloud Computing. In recent weeks we have seen the market becoming quite excited about the prospect of Artificial Intelligence (AI) and its related industries. With the news focus being what this emerging technology could mean for company earnings and productivity in general. continue…
by Michael Gollagher Posted in Companies, Stocks We Like.
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Beyond fundamentals: Outlook on digital payments
Polen Capital
June 23, 2023
In this video Dan Davidowitz, Portfolio Manager and Analyst for Polen’s Focus Growth strategy, shares his insights on the often-misunderstood world of digital payments. Can the Visa and MasterCard duopoly be disrupted? continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like, Video Insights.
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Evidence of our predicted retail slowdown is mounting
Roger Montgomery
June 22, 2023
Over the course of the last twelve months, we have warned investors off consumer discretionary stocks, consistent with the positioning of our domestic equity funds and the posture of Brett Craig’s private credit funds, which have also been eschewing extending credit to the sector. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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Avita Medical’s medium-term prospects getting better
David Buckland
June 21, 2023
Avita Medical’s (ASX:AVH) RECELL System was first approved in the U.S. for the treatment of severe burns in 2018 and prepares, produces, and delivers a regenerative cell suspension, Spray-On Skin Cells, using a small amount of a patient’s own skin. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Adairs – real estate turnover AND slowing consumption
Roger Montgomery
June 17, 2023
The Australian homewares retailer Adairs Limited (ASX:ADH), is currently confronting the forces associated with a slowdown in foot traffic at its stores and a decline in online traffic due to declining consumption and falling turnover in residential real estate. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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Will increased migration boost car sales and auto stocks?
Roger Montgomery
June 16, 2023
The surprising jump in house prices – surprising because it comes amid rising interest rates – has been put down to a lack of supply and accelerating immigration. By the same token, immigration should also lead to a boost in car sales. Could this have a positive effect on the fortunes of companies like AP Eagers (ASX:APE), Carsales (ASX:CAR) and Autosports Group (ASX:ASG)? continue…
by Roger Montgomery Posted in Companies.
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How AI will put a lid on incomes – and inflation
Roger Montgomery
June 15, 2023
Despite all the money that’s been pumped into the economy, inflation may not be a problem in the longer term. After all, money supply has been rising at an exponential rate since the 1960s and yet, since 1980, inflation has been in decline. I believe there are two key structural reasons for this – the massive drop in unionized labour, and the rise of job-displacing automation. continue…
by Roger Montgomery Posted in Companies.
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