Companies
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What to make of the Tesla share price?
Tim Kelley
September 4, 2020
Around ten years ago, a small company called Tesla Motors (NASDAQ:TSLA) launched its IPO on the NASDAQ stock exchange, raising a total of US$226.1 million at a (split adjusted) share price of US$3.40. Since that time, shareholders in Tesla have enjoyed spectacular gains, as set out below. continue…
by Tim Kelley Posted in Companies.
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Why we continue to like Reece Limited
Stuart Jackson
September 3, 2020
The share price of Reece (ASX:REH) – Australia’s biggest supplier of plumbing and bathroom products – has outperformed the broader market for many years. Encouragingly, the company recently reported healthy trading during the COVID-19 period. With renovation activity forecast to rise over the next 12 months, I think this is definitely a business that investors should be watching. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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Pointsbet holdings share price jumps 87 per cent on company-making deal
David Buckland
September 2, 2020
In December 2019, my colleague Gary Rollo, wrote “Is PointsBet Holdings worth a bet?” and the answer to this question was well and truly put to bed last Friday. In conjunction with reporting its results for the year to June 2020, PointsBet Holdings (ASX:PBH) announced an exclusive five-year company-making deal with NBC Universal Media, which offers the largest sports audience of any media company in the US. PBH will be NBC’s official sports betting partner. The share price responded by jumping 87 per cent from $7.50 to $14.00. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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Redbubble – A COVID-19 winner with global ambitions
Joseph Kim
September 2, 2020
With more than six months of COVID-19 disruptions behind us, there have been some clear winners emerging as a result of changes in spending patterns and the shift to online. One such business has been Redbubble – a growing online marketplace providing print-on-demand products based on user-submitted artwork. continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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Three reasons for not letting foreign students fly in
Andreas Lundberg
August 31, 2020
I’m a former international student, so I definitely see the value of studying abroad. But recent lobbying by our cash-strapped universities to allow foreign students to fly in over the coming weeks is, to me, quite unacceptable. I just hope our politicians agree with me. continue…
by Andreas Lundberg Posted in Companies.
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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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Three more winners, and a loser, from reporting season
Roger Montgomery
August 28, 2020
Reporting season has delivered few surprises. This was again borne out by the results announcements from Woolworths, Reece, Flight Centre, and Afterpay, which are all exposed to consumer spending. No prizes for guessing which ones delivered strong results, and which one did not. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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APE and SUL make hay from our newfound spending habits
Roger Montgomery
August 26, 2020
What do A.P. Eagers Automotive (ASX:APE) and Super Retail Group (ASX:SUL) have in common? Well, for starters, these firms have seen their revenues turbo charged by our changed spending habits since the start of Australia’s COVID-19 travel restrictions. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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The firms that beat expectations this reporting season – and those that missed
Roger Montgomery
August 26, 2020
The majority of companies on the ASX100 and ASX200 have now reported. Many have beaten estimates. And, reassuringly, guidance is less negative than most market watchers had expected. This brings hope that FY21 may not be so bad for equity investors after all. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary.
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Reliance Worldwide continues to reward investors
Roger Montgomery
August 25, 2020
Reliance Worldwide (ASX:RWC), a global provider of water control systems and plumbing solutions, is a business we’re very happy to own. True to its name, the company’s latest earnings announcement was extremely positive, which led to a strong bounce in the share price. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Is it time to invest in travel stocks?
Tim Kelley
August 24, 2020
As far as listed companies go, travel stocks are probably ground zero for COVID-19. They have been among the hardest hit in terms of business and share price impacts, and share prices generally remain well below their pre-COVID-levels. continue…
by Tim Kelley Posted in Companies, Market commentary.
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