Companies
-
Carsales continues to profit from a booming car market
Roger Montgomery
February 17, 2022
If you’ve been shopping for a new or used car over the last two years, you would have noticed that prices have rocketed. That’s been a major benefit to car retailers, like Eagers Automotive. It’s also boosted the revenues and share price of Carsales.com (ASX:CAR), the online automotive marketplace, which has just reported its half-year results. continue…
by Roger Montgomery Posted in Companies.
- save this article
- POSTED IN Companies
-
Should BHP pay big dividends, or buy back its shares?
Joseph Kim
February 16, 2022
After a bumper six months, BHP (ASX:BHP) is awash with cash. And it will soon be rewarding its shareholders. In its recent results announcement, the big Australian miner said it will pay a record interim dividend of US$1.50 per share. But are shareholders better off with a big dividend or a share buy-back? continue…
by Joseph Kim Posted in Companies, Energy / Resources.
- save this article
- POSTED IN Companies, Energy / Resources
-
Despite the share price fall, IDP Education’s future is looking bright
Roger Montgomery
February 14, 2022
IDP Education (ASX:IEL) has just reported its half-year results, which came in below market expectations, largely due to COVID-related restrictions. The initial market reaction was quite severe, pushing the share price well below its November 2021 high. IDP has a solid pipeline of leads and, with borders reopening, the future is looking bright. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
- 2 Comments
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like
-
Why Polen Capital has pivoted from PayPal to SAP, Amazon and Netflix
David Buckland
February 11, 2022
Following PayPal’s change in business strategy, disappointing 2022 guidance and retreating from elements of their long-term thesis provided less than a year ago, the Polen Capital Global Growth Fund has exited its position in PayPal. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
- save this article
- POSTED IN Companies, Polen Capital, Stocks We Like
-
Why it’s time to capitalize on the carnage in tech stocks
Roger Montgomery
February 9, 2022
The current equity correction has taken a lot of the froth out of the market. But caught up in the carnage have been a number of high quality companies with years of growth ahead. Which is why I think this could be a very good time for investors to take a look at some of these businesses, including Pro Medicus, Megaport and REA Group. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
- 2 Comments
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
A closer look at REA Group’s half year results
Roger Montgomery
February 7, 2022
At $135.00 on 27 January, REA Group’s (ASX:REA) share price had fallen almost a quarter from its high of $176.81 in November 2021. The move demonstrates even high-quality company shares can succumb to the vagaries of sentiment, especially when investors abandon long-term investing plans in favour of short-term fears about where share prices might land tomorrow or next week. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property, Stocks We Like.
- save this article
- POSTED IN Companies, Editor's Pick, Property, Stocks We Like
-
It’s not all about Facebook. Amazon stock up 14 per cent in US aftermarket
Roger Montgomery
February 4, 2022
All the news today is about the record one-day slide in the share price of Facebook, now rebranded Meta. But not all technology companies are doing it tough. Indeed, after the market closed overnight, Amazon just reported its fourth quarter result with the share price jumping 14 per cent initially. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
- save this article
- POSTED IN Companies, Polen Capital, Stocks We Like
-
How will companies fare this reporting season?
Joseph Kim
February 3, 2022
February is here once again, and with that another reporting season. Conditions for this February reporting season are materially different to the ones faced by investors back in August. While we were in the midst of lockdowns in Sydney and Melbourne, the June 2021 period just passed represented a robust set of operating conditions as economies were roaring from re-opening and fiscal stimulus, we had a manageable COVID-19 situation (B.O – before Omicron) and “supply chain disruptions” weren’t really a thing. continue…
by Joseph Kim Posted in Companies.
- save this article
- POSTED IN Companies
-
Why VGI wants to merge with Regal Funds Management
David Buckland
February 2, 2022
Global equity manager, VGI Partners Limited (ASX: VGI), has agreed to a merger with unlisted investment manager Regal Funds Management. The new firm will have combined funds under management of over $6 billion. The move follows a number of similar mergers by fund managers in recent years. continue…
by David Buckland Posted in Companies.
- 4 Comments
- save this article
- POSTED IN Companies
-
Which retailers have weathered the market storm?
Stuart Jackson
February 1, 2022
In response to recent trading updates, the share prices of many listed retailers have been hit for six. With retail sales falling short of expectations, supply chain disruptions, and the risk of excess inventories, some investors have been spooked, and have headed for the exits. Happily, the price falls have not hit every business, and it’s interesting to see which retailers have won the market’s approval. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary, Editor's Pick, Stocks We Like.
