Companies
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Why did Nufarm’s share price rally following its result?
Stuart Jackson
October 1, 2019
The share price of agricultural chemical company Nufarm (ASX:NUF) increased 26 per cent on Monday following the release of its earnings results for the 12 months to July 2019. The company also announced the sale of its Latin American businesses to its major shareholder, Sumitomo. continue…
by Stuart Jackson Posted in Companies.
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Minetec could be a game-changer for Codan
Andreas Lundberg
September 30, 2019
Codan (ASX: CDA) is a manufacturer and supplier of communications, metal detection, and mining technology. One of its businesses is called Minetec. It’s a location tracking system that promises to add value to underground mining operations around the world, and has already been adopted by the likes of Newmont and BHP. continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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The unicorn fairy tale is over
Roger Montgomery
September 26, 2019
When a private-equity-backed start-up reaches a billion-dollar valuation – a valuation simply decided and agreed on by the owners of the business – it’s called a unicorn. This title refers to the rarity of such creatures. But the fact is, unicorns are only found in fairy tales. And many of today’s corporate unicorns shouldn’t exist either. continue…
by Roger Montgomery Posted in Companies.
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Who will win the battle over airport pricing?
Joseph Kim
September 25, 2019
Right now, there’s a battle being fought in the media between Australia’s airport owners and the airlines that use them – Qantas and Virgin in particular – over the pricing of airport operations. The gloves are definitely off. But setting aside the arguments around relative pricing power of monopolies vs duopolies, one quirk of the debate focuses around falling bond rates, and how this impacts the investment landscape. continue…
by Joseph Kim Posted in Companies.
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How soon till we see the collapse of profitless prosperity?
Roger Montgomery
September 23, 2019
Is it just me? Or have investors in loss-making US technology companies, like Uber, gone completely insane? As a value investor, I see no good reason to fork out good money for businesses that have never made a profit, and possibly never will. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Mortgage credit growth bounces back
Stuart Jackson
September 18, 2019
Last month, REA Group chief executive Owen Wilson claimed that “the buyers are definitely back”. And recent data seem to back him up. House prices are rebounding, auction clearance rates are up, and mortgage credit growth has turned a corner. continue…
by Stuart Jackson Posted in Companies, Property.
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The global tech stocks that are worth buying
Roger Montgomery
September 17, 2019
When it comes to investing in global technology stocks, it pays to do your homework. Because there are some major differences between the big brands that dominate the space. Take Google, Facebook and Uber, for example. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Three reasons why we have held Reliance through recent price volatility
Joseph Kim
September 13, 2019
Reliance Worldwide (ASX:RWC) has been a recent introduction to the portfolio. The company sells innovative and simple plumbing fixtures to enhance productivity and efficiency for end users. Reliance’s core product is the “Push-to-Connect” (PTC) fitting to connect two ends of a pipe, marketed under the Sharkbite brand. continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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Why Peloton Interactive is just the latest hula-hoop
Roger Montgomery
September 12, 2019
We’re currently witnessing a bubble in profitless start-ups funded by private equity. The only questions that remain are what will pop it, and when will it pop? The upcoming IPO of indoor fitness company, Peloton Interactive, is a case in point. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Five key themes for small-cap investors
Dominic Rose
September 11, 2019
The smaller end of the stock market delivered a mixed bag during the recent reporting season. But if you sift through the company reports, you’ll find five themes common to those that provided positive reports and/or outlook statements. These are the companies to put on your watchlist. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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