Companies
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Bapcor remains a great play on domestic tourism
Dominic Rose
October 21, 2020
Bapcor (ASX:BAP) – Australia’s leading aftermarket auto parts distributor – has enjoyed very strong trading conditions since mobility restrictions have eased, and its share price has rallied accordingly. BAP has both growth and defensive qualities and remains a great way to play the domestic tourism thematic which could prove stronger for longer. And the balance sheet is now primed for acquisitions, further enhancing the growth potential of the company.
continue…by Dominic Rose Posted in Companies, Stocks We Like.
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Why cruise lines could be worth buying again
Roger Montgomery
October 21, 2020
When the COVID-19 crisis began, cruise lines were one of the first industries to be sold off. But how times change as in the northern hemisphere passenger numbers and bookings are picking up again. With the share prices of the listed cruise lines still in the doldrums, is it time for investors to get back on board? continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Will Iluka Resources spin off Deterra?
Joseph Kim
October 14, 2020
Last year I wrote about the possibility of a spin off of Iluka Resources’ MAC royalty, and how much this asset could be worth as a standalone entity. It appears we will find out the market’s assessment of the value of the royalty – to be known as Deterra Royalties (DRR AU) – in as little as two weeks, with the Extraordinary General Meeting to vote on the proposed de-merger occurring on Friday 16 October. continue…
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Why yield investors should take a look at Centuria
Stuart Jackson
October 13, 2020
If you’re looking for a robust income stock, Centuria Capital Group (ASX:CNI) is worth considering. Centuria owns a suite of assets focused on property and investment bonds, and pays an annual yield of around 4.3 per cent. Making this business even more appealing, is a share price that keeps heading in the right direction. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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The $18.0 billion Merger of two Aussie Gold Miners
David Buckland
October 8, 2020
In November 2019, Saracen Mineral Holdings (ASX: SAR) acquired 50 per cent of the Fimiston Open Pit, known colloquially as the Kalgoorlie Super Pit, from Barrick Resources for US$800 million. A month later Northern Star Resources (ASX: NST) bought Newmont’s 50 per cent stake for US$750 million. continue…
by David Buckland Posted in Companies, Stocks We Like.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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How much higher can Buy-Now-Pay-Later stocks go?
Roger Montgomery
October 8, 2020
As you’ve no doubt noticed, Buy-Now-Pay-Later (BNPL) providers, like Afterpay and Zip, are all the rage. But do their soaring share prices reflect their real value and future earning power? Or are we just witnessing the latest incarnation of tulip mania? continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Why we think Corporate Travel Management’s recent acquisition is a game changer
Dominic Rose
October 6, 2020
Corporate Travel Management (ASX:CTD) announced last week the US$200 million acquisition of US-based Travel & Transport (T&T) which transforms the company’s North American business and positions the company as the global leader in mid-market corporate travel services. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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An exciting growth stock: Macquarie Telecom
Roger Montgomery
October 6, 2020
In this week’s video insight Roger discusses cloud computing and a small cap opportunity in the space. We currently believe companies within this sector will see a long runway for growth. One company delivering the framework on which this innovation cycle is being built is Macquarie Telecom. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Will the mania for EV stocks be a highway to hell for investors?
Roger Montgomery
September 30, 2020
What is it with investors and electric vehicle companies? I get that the demand for battery-powered vehicles is rising. And that the potential market is huge. But what we are seeing right now is a turbo-charged speculative fervour that is off the charts. And to me, that’s batty. continue…
by Roger Montgomery Posted in Companies.
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One company to benefit from a vaccine and reopening
Roger Montgomery
September 28, 2020
In this week’s video insight Roger discusses how to position for the possibility of a vaccine and reopening. When the global economy reopens further, there will likely be many more sectors returning to growth. We are looking for companies that are winners in sectors that have had their outlooks impacted. One of these is Corporate Travel Management which could take share from weakened competitors. Why is the Corporate Travel Management share price on fire right now? continue…
by Roger Montgomery Posted in Companies, Stocks We Like, Video Insights.
