Companies

For several months now, many Australian farmers have been complaining they can’t get enough workers to pick their fruit and vegetables. The problem: Australia’s international border closure has cut off their usual supply of cheap overseas labour. Is this just a short-term issue, or a sign of bigger problems facing the rural sector? continue…

by Andreas Lundberg Posted in Companies.

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With interest rates hovering near zero, and growth stocks looking toppy, it’s getting tougher for investors seeking a reasonable return. Thankfully, there are some fairly priced businesses in unloved parts of the market that are still offering a decent yield. continue…

by Roger Montgomery Posted in Companies.

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Goodman Group (ASX:GMG) is Australia’s industrial property powerhouse which is helping to develop the infrastructure of the new economy globally – including warehouse space relied on by e-commerce and data centres. We see the company as a COVID winner, with the acceleration of structural trends Goodman has been positioning for many years playing out, with Goodman continuing to add value to their business during a period of unprecedented disruption. continue…

by Joseph Kim Posted in Companies, Stocks We Like.

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Ingenia Communities Group (ASX:INA) is a diversified real estate investment trust with a portfolio of assets covering lifestyle, tourism and retirement living. With a strong balance sheet, and tailwinds from rising domestic tourism and an ageing population, its future prospects look strong. continue…

by Gary Rollo Posted in Companies, Stocks We Like.

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Investors in Australia’s major banks have had a tough year. Bank profits – and their dividends – have been pummelled by fines emanating from the financial services royal commission and AUSTRAC investigations, as well as the COVID-19 recession. However, the recently announced full-year profit result from ANZ may put some fears to rest for now. continue…

by Stuart Jackson Posted in Companies, Financial Services.

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The coronavirus pandemic and associated lockdowns have put a rocket under e-commerce adoption in Australia, boosting the sales of companies with strong digital platforms – like Adairs and Temple & Webster. But how much further can e-commerce penetration go?  The experience of other developed nations gives a pretty clear indication. continue…

by Roger Montgomery Posted in Companies, Consumer discretionary.

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For obvious reasons, much of 2020 was a quiet time for ASX IPOs: the uncertainty caused by the COVID-19 pandemic made for a challenging investment environment – one that only a brave business owner would want to list into. continue…

by Tim Kelley Posted in Companies.

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In this week’s video insight Joseph discusses the recent performance of the retail sector and how reopening economies may impact retail performance. Government support drove an increase to spending on goods while services such as restaurants and travel were restricted. What will happen once government stimulus ends?

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by Joseph Kim Posted in Companies, Editor's Pick, Video Insights.

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Sydney Airport Holdings (ASX:SYD) has just provided a trading update for September.  Given Australia’s closed borders, the historically low passengers numbers were hardly surprising. continue…

by Roger Montgomery Posted in Airlines, Companies.

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What do a US truck electrification business and an Aussie online beauty retailer have in common?  Answer: Skyrocketing valuations based on the prospect – or hope – of rapid growth. But if these valuations are hard to justify, why do so many investors not seem to care? continue…

by Roger Montgomery Posted in Companies.

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