Companies
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Altium continues its rapid expansion
Scott Shuttleworth
September 8, 2017
Altium (ASX: ALU) is one of Australia’s most successful software businesses. Over the last five years, the company has grown rapidly, and its stock price has soared more than 10-fold. ALU’s FY2017 result shows a business going from strength to strength. But is it a tad expensive at these prices? continue…
by Scott Shuttleworth Posted in Companies, Editor's Pick.
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IEL continues to profit from the international education boom
Stuart Jackson
September 6, 2017
The education of international students is now Australia’s third largest export – just behind iron ore and coal. One high quality business that has successfully leveraged off this growing industry is IDP Education (ASX: IEL). IDP is a global leader in international student placement services. It recently reported its FY17 results that point to a robust business with good prospects. continue…
by Stuart Jackson Posted in Companies.
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Is the digital excitement supported by the results?
David Buckland
September 4, 2017
There has been enormous excitement surrounding the FAANG stocks this year, with an average share price appreciation of 36 percent. continue…
by David Buckland Posted in Companies.
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Medibank’s results point to a healthier future
Stuart Jackson
September 1, 2017
Medibank Private (ASX: MPL) has endured a bumpy ride since listing in 2014. But recent management comments point to a company in transition, with potential growth on the horizon. continue…
by Stuart Jackson Posted in Companies.
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Great result out of CSL, so is it now a buy?
Scott Shuttleworth
August 30, 2017
We reviewed the FY17 result for CSL Limited (ASX: CSL). Below are our summarised notes which readers may find useful, including our view on CSL. continue…
by Scott Shuttleworth Posted in Companies.
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Does Telstra represent good value after its fall?
Tim Kelley
August 25, 2017
Back in May, we noted that the Telstra (TLS) share price had fallen by more than 20 percent in the previous 12 months, and we asked whether good value might be on offer. At that time, we estimated the value of TLS shares to be in the region of $3.77 per share, and concluded that value was not compelling against a share price at the time of $4.42. Following its recent results announcement, TLS shares have fallen to a level close to our previous value estimate, and in a market where value generally is scarce, it makes sense to repeat the question: does TLS represent good value? continue…
by Tim Kelley Posted in Companies, Editor's Pick, Technology & Telecommunications.
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The dangers of missing numbers when trading at elevated multiples
Andreas Lundberg
August 18, 2017
A brief note today just to compare the share price reactions of two different companies both trading at what we consider expensive valuations. Now, trading at an expensive valuation does not mean that it is necessarily not a good idea to own the stock, what it does though is increase the risk if things do not go to plan. continue…
by Andreas Lundberg Posted in Companies.
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Sold! REA comes through with growth
Roger Montgomery
August 17, 2017
When REA Group (ASX:REA) announced the FY17 full year results the shares fell six percent (they’ve since recovered). REA Group reported an underlying profit for the full-year FY17 of A$228.3 million, which was up about 12 percent. Most of the growth can be attributed to growth in the more expensive ‘premium’ depth ads, and much of the growth came from higher prices. continue…
by Roger Montgomery Posted in Companies, Property.
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BWX capitalises on rising demand for natural products
David Buckland
August 16, 2017
For some time, BWX Limited (BWX) has been capturing an increasing band of loyal followers for its natural body, hair and skin care products. With recent forays into the US and UK, we think this small Victorian company has a really bright future. continue…
by David Buckland Posted in Companies.
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Is there hidden upside in Carsales?
Tim Kelley
August 11, 2017
Carsales.com (ASX:CAR) has enjoyed a strong run since floating in 2009 at $3.50 per share and it’s a business we’ve held in high regard for some time. continue…
by Tim Kelley Posted in Companies.
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