Companies
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Why we continue to like Codan
Andreas Lundberg
March 5, 2020
Codan Limited (ASX: CDA) is one of Australia’s unheralded tech stories. Today, it sells its metal detectors, communications and tracking equipment in more than 150 countries to prospectors, the military, mining companies and governments. With a solid balance sheet and a bright future, there’s a lot to like. continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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Why revenue growth should accelerate for Australian Finance Group
Stuart Jackson
March 3, 2020
While achieving revenue growth is proving to be challenging for the banks at present with the impact of ultra-low interest rates and the effects of the Hayne Royal Commission, there are parts of the credit market that are generating very strong growth. continue…
by Stuart Jackson Posted in Companies, Financial Services, Stocks We Like.
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Three learnings from NEXTDC’s half-year results
Gary Rollo
March 3, 2020
Back in October, we made the case that NEXTDC’s (ASX:NXT) material share price underperformance would be temporary and that there were catalysts ahead that would bring that to an end. Today, we update our thesis post NXT’s 1H20 results and outlook. So, what did we learn and how do our learnings apply to our NXT’s thesis drivers? continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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The headwinds hitting the salary packing and fleet management sector
David Buckland
March 2, 2020
The share prices of the four major players in the Australian salary packaging and fleet management sector have been significantly marked down in recent months. Does this negativity create a buying opportunity? continue…
by David Buckland Posted in Companies.
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Chinese supply chain impacts from tariffs and coronavirus
Andreas Lundberg
February 26, 2020
A lot has been written in media on the current impact of the coronavirus on both the Chinese citizens and the Chinese economy. Although most of what I read is concerned with the short-term and not on the potential longer-term implications. To that extent, I wanted to relay a small snippet of information that came out of a company meeting I recently attended. continue…
by Andreas Lundberg Posted in Companies, Global markets.
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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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The retailer capitalising on the e-commerce trend
Dominic Rose
February 25, 2020
A standout amongst small caps this earnings season to date was specialty apparel retailer, City Chic Collective (ASX:CCX), which reported 21 per cent growth in 1H20 underlying earnings before interest, taxes, depreciation, and amortization (EBITDA) to $19 million, well ahead of market expectations and triggering solid upgrades to consensus forecasts. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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Is Baby Bunting proving the doubters wrong?
David Buckland
February 20, 2020
Contrary to popular belief, not all Aussie retailers are getting smashed by the arrival of Amazon. Take Baby Bunting (ASX:BBN) for example. The nursery retailer and one-stop baby shop just posted a solid half-year, with further growth on the horizon. continue…
by David Buckland Posted in Companies.
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Why Infigen should profit from our decarbonising economy
Gary Rollo
February 17, 2020
As Australia continues its slow, but steady, journey to decarbonise its economy, there will no doubt be winners and losers. One of those winners could be Infigen Energy (ASX: IFN), which develops, owns and operates renewable energy generation assets. continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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Blackmores – an incredible ride
David Buckland
February 14, 2020
When Marcus Blackmore oversaw the float of his family’s business 35 years ago at $1.00 per share, little did he (or anyone) realise that total dividends since 1985 would have aggregated to $27.65 per share. continue…
by David Buckland Posted in Companies.
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IDP shrugs off coronavirus concerns to post another cracking result
Stuart Jackson
February 13, 2020
IDP Education’s (ASX: IEL) 1H20 result was warmly welcomed by the market. And why wouldn’t it be? The result surpassed all expectations, and recent concerns about the effect of the coronavirus on company earnings were covered off. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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