Companies
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Blue skies ahead for Sydney Airport?
Joseph Kim
February 15, 2019
Sydney Airport is Australia’s busiest airport. Its owner – Sydney Airport Holdings (ASX:SYD) – has profited from Australia’s growing attraction as a tourism destination, and the airport’s monopoly position. So what does the future hold for its key earnings drivers? continue…
by Joseph Kim Posted in Companies.
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What price should you pay for REA?
Roger Montgomery
February 14, 2019
REA Group (ASX:REA), which operates Australia’s leading property websites, is a high-quality business and one we are happy to own – at the right price. But what is the right price? continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Furniture turning down? Ask Nick Scali
Roger Montgomery
February 13, 2019
With new house sales in December slumping to the lowest levels in almost two decades, retail sales of household goods declining 2.8 per cent in the December quarter, and December foot traffic down eight per cent year on year, the outlook for furniture retailers doesn’t look promising. continue…
by Roger Montgomery Posted in Companies.
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Despite the recent rally in Service Stream, is it still cheap?
David Buckland
February 12, 2019
In 2019, the Service Stream (ASX: SSM) share price has risen by 24 per cent to around $2.17, and for the half-year to December 2018, the Company has reported an excellent set of numbers. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Our view on Challenger
Andreas Lundberg
February 11, 2019
At the end of January, the market took a sledgehammer to the share price of Challenger (ASX:CGF) following a trading update. Clearly, many investors did not like what they saw. But was the update really that bad? continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Why we think the market is still overvalued
Roger Montgomery
February 7, 2019
The recent falls in stock prices around the world have tempted many investors to dive in and grab some value. But we think this could be jumping the gun – many stocks could still have further to fall. continue…
by Roger Montgomery Posted in Companies, Market commentary.
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Previewing the HY19 ASX Reporting Season
Roger Montgomery
February 5, 2019
For every company that upgraded their outlook during the Confession Season, for the first half of the 2019 financial year, five companies have downgraded. For the same period a year earlier, that ratio was three-to-two. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Four high quality companies
Roger Montgomery
January 15, 2019
When it comes to stocks the term ‘quality’ has many definitions. Some investors adopt a flexible approach to the definition of quality including being satisfied if quality management is running the business, a quality customer base exists, or they can identify quality assets on the balance sheet. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Will Baby Bunting be able to withstand Amazon?
David Buckland
December 17, 2018
At the current $2.06, Baby Bunting Group Limited (ASX:BBN) has a market capitalization of $260 million, and with net debt of $4 million it is selling on an enterprise value of 10.2X Fiscal 2019 forecast earnings before interest, tax, depreciation and amortization (EBITDA) of $26 million. continue…
by David Buckland Posted in Companies.
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Is Trade Me about to go under the hammer?
Stuart Jackson
December 11, 2018
New Zealand’s biggest and most popular internet auction and classifieds website, Trade Me (ASX:TME), is being put under the microscope by two potential bidders – Apax Partners and Hellman & Friedman. And there’s speculation that more bids are likely for this strong and growing business. continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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