Companies
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New data confirms the meteoric rise of online shopping
Stuart Jackson
June 10, 2020
The government-imposed COVID-19 lockdown accelerated a number of social trends. One of those was our increasing preference for online shopping. Recent data shows that even though the lockdown pushed total retail sales off a cliff in April, online sales shot up. And one retailer – Kogan – stood out from the pack. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
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Why car sales could be headed for a fall
Roger Montgomery
June 2, 2020
Lately, we’ve seen a decent bounce in second-hand car sales, which is reflected in the rising share price of Australia’s largest listed car dealer, AP Eagers. But the big concern for dealers is that this uplift is being caused by the government’s economic stimulus measures, and that times will get very tough when the stimulus ends. continue…
by Roger Montgomery Posted in Companies.
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EML looks set to thrive as economies reopen
Dominic Rose
June 1, 2020
EML Payments (ASX:EML) is an exciting Fintech that delivers innovative payment processing technologies to organisations operating within many industries and countries. The business has weathered the COVID-19 lockdown much better than feared, and is now ideally placed to benefit as global economies reopen and the structural migration trend towards digital payments accelerates. continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Are we about to see the end of the CBD?
Andreas Lundberg
June 1, 2020
I remember some years back hearing a ‘futurist’ predict that high-rise office buildings could end up being like the pyramids of Egypt – large relics for future generations to ponder. The COVID-19 work-from-home restrictions have made this prediction worth considering. Investors now need to ask: is there trouble ahead for real estate investment trusts (REITs) with big office portfolios? continue…
by Andreas Lundberg Posted in Companies.
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Avita Medical – a small cap with big potential
Joseph Kim
May 28, 2020
Around 12 months ago, we noted that Avita Medical (ASX:AVH) – which provides a novel approach to skin regeneration – was a business worth keeping tabs on. Although its share price has felt the effects of the COVID-19 market sell-off, our positive view of the company has not changed. continue…
by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.
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Our take on Aristocrat Leisure’s recent results
Stuart Jackson
May 27, 2020
Investors in Australian slot machine and mobile games developer, Aristocrat Leisure (ASX:ALL), have enjoyed stellar returns over the past 10 years, with the share price up over 500 per cent in that time. However, its results for the 6 months to the end of March were patchy, and it remains to be seen how strongly the business can emerge from the coronavirus lockdown. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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Don’t underestimate the future, knowledge is power
Gary Rollo
May 25, 2020
Data is the new oil, knowledge is power. We live in a deeply connected world, there are literally billions of devices that are now connected to the internet, collecting, processing and delivering information, putting it into the hands of decision makers. Across the world roughly 1.5 billion smartphones are sold per annum, which means there’s about four and a half billion out there in the hands of consumers and people working in corporates. continue…
by Gary Rollo Posted in Companies.
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Central Banks are pump priming the Gold price
David Buckland
May 21, 2020
After launching at $1.00 on 20 September 2019, the unit price of the Montgomery Small Companies Fund peaked at $1.066 on 21 February 2020, declined to $0.675 (-37 per cent) on 23 March, and has since rallied to yesterday’s $0.985 (+46 per cent), leaving it 8 per cent from its peak. continue…
by David Buckland Posted in Companies, Stocks We Like.
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The retailers to watch as the economy opens up
Dominic Rose
May 19, 2020
In just a few short months, the COVID-19 pandemic and associated lockdown have triggered seismic shifts across the retail landscape. Some changes are likely to be temporary; others may accelerate previous structural trends. As we emerge from hibernation, I thought I’d try to identify the businesses that should prove to be better investments in the years ahead. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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How much worse can it get for REITs?
Gary Rollo
May 14, 2020
The COVID-19 crisis – with the accompanying lockdown – has had a severe impact on many real estate investment trusts (REITs), particularly those exposed to discretionary retailing. The question is: have plummeting share prices opened up investment opportunities, or is there more pain to come? continue…
by Gary Rollo Posted in Companies.
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