Companies
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What CCP’s results say about the health of the economy
Andreas Lundberg
February 4, 2021
Credit Corp (ASX: CCP), which is a buyer of debt, is a company we follow quite closely. Apart from being a potential investment, CCP’s fortunes provide a keen insight into the level of financial stress in the real economy. So, the company’s recent results were a good indicator of where we are at. continue…
by Andreas Lundberg Posted in Companies, Global markets, Market commentary.
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Why we invested in the Cashrewards IPO
Gary Rollo
January 22, 2021
Among the plethora of IPOs in the back half of 2020 was one that caught our attention and passed our filters – Cashrewards (ASX:CRW). This is an innovative company with a very attractive business model. And it’s only just getting going. continue…
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.
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City Chic accelerates global expansion
Dominic Rose
January 18, 2021
In the week before Christmas, City Chic Collective (ASX:CCX) rewarded patient investors with what looks to be a highly strategic acquisition; securing the e-Commerce and wholesale assets of UK plus-size women’s retailer Evans from the Arcadia Group (debt-laden owner of Topshop) which recently entered into administration. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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Another stellar performance from Codan
Andreas Lundberg
December 17, 2020
Codan is a rare company with a clear market leading position in its niche and is producing very attractive returns and growth rates with sales growth of 28 per cent and profit growth of 40 per cent in FY20. In an update to market, Codan advised demand has been strong for its metal detectors, in both recreational and mining markets. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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A retail stock benefiting from the reopening of economies
Stuart Jackson
December 9, 2020
In this week’s video insight Stuart discusses Universal Store Holdings, a recent listing on the ASX. While apparel has generally been a lagging segment of the retail market this year, casual and active wear have been the stronger components within the apparel market. Universal’s focus on streetwear has helped to through this period. Despite a material impact on sales during the lockdown period, Universal has performed very well with store sales bouncing back to year-on-year growth just 2 weeks after the 5-week lockdown ended. continue…
by Stuart Jackson Posted in Companies, Stocks We Like, Video Insights.
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Our top picks in the mining services space
Dominic Rose
December 7, 2020
Surging commodity prices and a deep infrastructure pipeline support a positive medium-term outlook for contractors, a sector which has broadly lagged the market recovery. Here, we share our preferred businesses – we favour players with strong management teams, scaled business with ability to take market share as the cycle strengthens.
continue…by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Have travel restrictions impacted Atlas Arteria’s value?
Andreas Lundberg
December 3, 2020
In this week’s video insight Andreas discusses Atlas Arteria’s major asset, the 31 per cent stake in APRR, a 2300 km motorway network in France. Coronavirus travel restrictions have seen Atlas Arteria’s first-half revenues decline 25 per cent. But is the worst over? continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Freedom Foods – significant control deficiencies cost $591.5m
David Buckland
December 2, 2020
The meaningless historical accounts signed off by Deloitte Touche Tohmatsu, came to a head on Monday 30 November when Freedom Foods Group Limited (ASX: FNP) released its Annual Report for the year to 30 June 2020. continue…
by David Buckland Posted in Companies.
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Why Flight Centre shares are soaring again
Joseph Kim
December 1, 2020
The good news on coronavirus vaccines has boosted the value of travel stocks, like Flight Centre (ASX:FLT), Webjet (ASX:WEB) and Corporate Travel (ASX:CTD). While a return to normal is still a fair way off, many investors clearly don’t seem to mind, and are looking ahead to better times. So, are they being realistic, or is this a case of irrational exuberance? continue…
by Joseph Kim Posted in Companies.
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The consumer businesses that should thrive in 2021
Roger Montgomery
November 30, 2020
The COVID-19 lockdowns brought massive changes to consumer behaviour this year. Now, the economic re-opening is bringing a new set of changes. These should benefit many of the consumer businesses that suffered during the lockdowns, thus providing some great opportunities for investors. Let’s look at some of the businesses that should thrive in 2021. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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