Companies

Online retailer, Kogan (KGN:ASX), was one of the standouts during the COVID lockdown, and its share price soared during 2020. But, with many of us heading back to work, there is now less need to spend our days shopping online. This has resulted in ballooning inventories and a plummeting share price. And it’s not the only e-tailer feeling the pinch. continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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Most articles we read are about hot stock tips to buy. Occasionally there are articles about “shorting” opportunities, albeit most are directed to sophisticated investors given the risks around shorting (i.e. a potential loss that exceeds your initial investment). Very few articles talk about when to sell. continue…

by Joseph Kim Posted in Companies, Consumer discretionary.

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The Australian gold sector occasionally throws out an interesting opportunity, and the severe share price decline of Regis Resources (ASX: RRL) over the past nine months, coinciding with the recent $650 million capital raising (241 million new shares at $2.70 per share) to acquire the 30 per cent interest in the Tropicana operation, may soon be a buying opportunity. continue…

by David Buckland Posted in Companies, Stocks We Like.

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Founded by our good friend George Lucas in 2016, and listed on the ASX in June 2018, Raiz Invest Limited (ASX: RZI) has a market capitalisation of around $140 million and is the mobile-first platform and app that focuses on millennials to automatically invest and save. The company has been steadily growing its funds under management and has recorded an 82 per cent increase in the year to April 2021 to $738 million. continue…

by David Buckland Posted in Companies, Editor's Pick.

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ASX-listed global healthcare technology company Oneview Healthcare plc (ASX:ONE) recently launched the world’s first and only cloud-based care experience platform. This comes at a critical time to meet the demand for digital services driven by the pandemic. continue…

by Stuart Jackson Posted in Companies.

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Global fund manager, Pendal Group (ASX:PDL), has just announced the strategic acquisition of US-based Thompson, Siegel & Walmsley (TSW). The acquisition delivers material scale to the existing US operations and is expected to be double-digit earnings accretive in the first 12 months. continue…

by Dominic Rose Posted in Companies.

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After performing admirably for much of the March 2021 quarter, Tencent Music Entertainment (TME) (market capitalisation of US$25.7 billion), has experienced significant share price dislocation over recent weeks, declining from over US$30 to the current US$15 per share. continue…

by David Buckland Posted in Companies, Polen Capital, Stocks We Like.

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Universal Store (ASX: UNI) is a youth-focused retailer of trend-led and casual fashion, shoes, accessories, lifestyle and ‘gifting’. It only listed last November, but has managed to surprise market estimates to the upside three times since then with impressive and accelerating rates of organic growth. Clearly, it’s a great story, and I like the firm’s short to medium term prospects. continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

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There are over 2,000 companies listed on the ASX and most of them are small caps presenting huge investment opportunities in ASX small cap stocks, but how do you know which ones to invest in? We look for exposure to high-quality businesses that exhibit considerable growth and will come out of the pandemic in a stronger competitive position.

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by Gary Rollo Posted in Companies, Investing Education.

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Facebook’s March 2021 Quarter revenue increased 48 per cent to $26.2 billion from $17.7 billion with strong demand for advertising from the social network’s 2.85 billion monthly active users, across its Facebook, Instagram and WhatsApp platforms, up 10 per cent. Net income in the March quarter jumped 94 per cent from $4.9 billion to $9.5 billion, easily exceeding analysts’ expectations. continue…

by David Buckland Posted in Companies, Stocks We Like.

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