Companies
-
Companies benefiting from stay-at-home restrictions
Roger Montgomery
September 7, 2020
In this week’s video insight Roger discusses the companies who are beneficiaries of the stay-at-home restrictions who have enjoyed strong sales growth. If we put aside materials and gold stocks, the rest of the stock market can be divided into the ‘haves’ and the ‘have nots.’ With the prospect of a vaccine, where are the opportunities for investors? continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Video Insights.
-
A travel stock set to take off on a recovery
Dominic Rose
September 7, 2020
Travel businesses were some of the biggest casualties of the global pandemic. Many were dealt a near fatal blow by government restrictions and the closing of State and international borders. So it’s logical to assume they could also bounce back strongly once travel restrictions are lifted. To me, one business stands out from the pack. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
- 2 Comments
- save this article
- POSTED IN Companies, Stocks We Like
-
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.
- 5 Comments
- save this article
- POSTED IN Companies
-
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.
- save this article
- POSTED IN Companies, Stocks We Like
-
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.
- 2 Comments
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
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.
- save this article
- POSTED IN Companies, Stocks We Like
-
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.
- 3 Comments
- save this article
- POSTED IN Companies
-
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.
- save this article
- POSTED IN Companies, Stocks We Like
-
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.
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like
-
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.
