Companies
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REA Group says “The buyers are back”
Roger Montgomery
August 14, 2019
Is that all there is to a housing slump? Well, yes, according to REA Group, which recently reported a decent set of numbers for the year, and expects a significantly better residential listings market in the months ahead. continue…
by Roger Montgomery Posted in Companies.
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What did JB Hi-Fi, REA Group and James Hardie have in common coming into reporting season?
Joseph Kim
August 13, 2019
Reporting season is now underway and there have already been a few notable share price moves – JB Hi-Fi (ASX:JBH), REA Group (ASX:REA) and James Hardie (ASX:JHX) leading the way for some larger companies. continue…
by Joseph Kim Posted in Companies.
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How to profit from reporting season
Roger Montgomery
August 12, 2019
Reporting season can be brutal for businesses affected by cyclical factors, like the current residential building slump. But experience tells me it’s also a great time for investors to take note of out-of-favour companies that should rebound when the cycle turns up. continue…
by Roger Montgomery Posted in Companies, Market commentary.
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What to make of reporting season so far
Andreas Lundberg
August 9, 2019
Reporting season has kicked off, and the results are in from some of our ASX heavyweights. So, how have they fared, and how has the market reacted? continue…
by Andreas Lundberg Posted in Companies.
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Reporting season takes off…
Roger Montgomery
August 8, 2019
What a week! The start of reporting season, and a return of Trump and Xi-inspired market volatility. Which suits us just fine. Because, with plenty of cash, we’re ready to invest in good quality businesses that may become cheaper if the market turns down. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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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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Keep an eye on firms exposed to residential building
Roger Montgomery
August 6, 2019
With the market on a tear, bargains are hard to come by. But patient investors might soon find some joy in businesses exposed to the residential construction sector – potentially firms like Bingo and Nick Scali – whose share prices could come off as construction activity softens. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property.
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Super Cheap defies the retail gloom
Roger Montgomery
July 30, 2019
Not all brick and mortar retailers are doing it tough. Take Super Retail Group (ASX:SUL), for example. The owner of Supercheap Auto, Rebel, Macpac and BCF is showing how to maintain margins, and fend off the digital disruptors. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.
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How valuable is Iluka Resources’ MAC royalty?
Joseph Kim
July 12, 2019
One mining company that does not get frequently mentioned despite being in the ASX 100 Index is Iluka Resources (ASX:ILU). The company owns a significant asset known as the “MAC royalty” receiving an extremely lucrative royalty rate on iron ore revenue generated from BHP’s Mining Area C mine. continue…
by Joseph Kim Posted in Companies, Energy / Resources.
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The two big themes for Aussie investors
Roger Montgomery
July 8, 2019
What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on to potentially enhance their long-term returns. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Caltex under the pump
Joseph Kim
July 1, 2019
The 20 June announcement by Caltex clearly caught the market by surprise, let’s look at the evolving landscape in Australian petrol retailing, the competitive dynamics and how this has impacted Caltex’s profit and share price. continue…
by Joseph Kim Posted in Companies, Consumer discretionary.
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