Companies
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Downgrades galore as we head into interim reporting season
Stuart Jackson
February 11, 2020
With many Australian companies sitting on lofty valuations, woe betide those that disappoint the market. Because, as we have already seen, investors have taken a big stick to companies that cut their earnings outlook. continue…
by Stuart Jackson Posted in Companies.
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JB Hi-fi reports strong numbers putting short sellers in pain
Roger Montgomery
February 10, 2020
With new chairman Stephen Goddard (former David Jones CFO and Officeworks prior to that) appointed, JB Hi-Fi (ASX:JBH) has come in with a strong result reflecting the pick-up in electronics sales reported in the national retail sales data for December. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Why there’s no stopping CSL’s charge to the top
Roger Montgomery
February 10, 2020
Since listing in 1994, Australian biotech company CSL has powered ahead to become our second largest company by market cap. Lying just ahead is the Commonwealth Bank. But with a more compelling growth story, it’s probably just a matter of when, not if, CSL will hit the front. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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A Montgomery reporting season preview
Roger Montgomery
February 7, 2020
With reporting season about to commence amid the bush fires and coronavirus, the environment is ripe for more positive and negative surprises than we have seen in some time. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Say goodbye to the $10 steak
Roger Montgomery
February 6, 2020
A looming protein shortage in China could put a rocket under the price of most types of meat. And it’s all thanks to the African Swine Fever that’s currently decimating China’s pig herd. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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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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Seven Group Holdings – small cap quality with three strengthening themes
Dominic Rose
February 5, 2020
If you’re searching for value in the Australian market, it may be worth taking a look at Seven Group Holdings (ASX:SVW). With a stable of businesses leveraged to mining, infrastructure and energy investment, we think the company will continue to provide robust returns for some time to come. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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What should we expect from BHP and RIO in 2020?
Joseph Kim
February 4, 2020
In this week’s video insight Joseph takes a look at the outlook for the two major miners, BHP and Rio Tinto. Generally speaking 2019 was a positive year for the miners, BHP posted a total return of 25 per cent, while Rio Tinto’s performance was even more impressive with a total return of 41 per cent. So why have we decided to not hold either company at their current prices?
by Joseph Kim Posted in Companies, Video Insights.
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It’s time to focus on quality global businesses
Roger Montgomery
February 4, 2020
Rallying markets have raised the valuations of many businesses, possibly to unsustainable levels. To my mind, it’s made one thing clearer than ever: investors need to bulk up on high quality Australian and global businesses, like CSL, Microsoft and Vivendi. continue…
by Roger Montgomery Posted in Companies, Investing Education, Stocks We Like.
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How tech firms could help us win the war on waste
Roger Montgomery
January 22, 2020
As the world grapples with the problem of managing our mountains of waste, a few tech firms are coming up with highly innovative and profitable ways to convert waste into commercial products – proving yet again that ‘where there’s muck, there’s money’. continue…
by Roger Montgomery Posted in Companies, Manufacturing.
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Atlas Arteria profits from negative rates
Joseph Kim
January 14, 2020
One of Shakespeare’s most famous quotes is “Neither a borrower nor a lender be.” But toll road operator, Atlas Arteria (ASX: ALX), may beg to differ. It’s just been paid to borrow €500 million in bonds. It makes you wonder: has there ever been a better time to borrow? continue…
by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.
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