Companies
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And the gold medal goes to…
Roger Montgomery
September 5, 2016
As we’ve pointed out recently, it’s getting harder and harder to find quality Australian businesses with really strong prospects. Which is why we are quite excited about Altium (ASX:ALU) and Vitagroup (ASX:VTG). Their profit results for FY16 were arguably two of the reporting season’s best.
continue…by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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After a big price drop, is IPH now a buy?
Ben MacNevin
September 2, 2016
IPH (ASX: IPH) was one of 2014’s hottest floats. It listed at $2.10 and peaked at $9.34 in February 2016. But with its share price now below $5.50, does IPH present an investment opportunity? continue…
by Ben MacNevin Posted in Companies.
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Faster, higher, stronger – it’s time to watch Altium
Roger Montgomery
September 1, 2016
Just because a company’s share price rises strongly doesn’t mean it no longer represents ‘good value’. It could still be ‘cheap’ if its value outstrips its share price rise. Take Altium (ASX:ALU), for example, which just reported exceptional results for FY16, and forecast a very rosy FY17. Altium’s share price rocketed to an all-time high, but we think the company might still be one of the best value propositions on the ASX. continue…
by Roger Montgomery Posted in Companies.
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Why we prefer to hold, and not TradeMe
Stuart Jackson
August 31, 2016
TradeMe is New Zealand’s leading online marketplace. It’s like eBay, REA, CAR and SEK all rolled into one. Having upgraded its trading platform, the company is set to return to strong earnings growth from FY17. TradeMe fits a number of our preferred investment characteristics, and we continue to hold it in our funds. continue…
by Stuart Jackson Posted in Companies.
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Has GEM learnt lessons from ABC?
Roger Montgomery
August 26, 2016
Childcare operator, G8 Education (ASX: GEM), recently reported its first half 2016 results, and they were not inspiring. EBIT margins are deteriorating under the weight of rising wages and corporate overheads. We don’t yet see it as a repeat of the ABC Learning disaster, but we are keeping our eyes peeled. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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BHP’s investment lessons
Roger Montgomery
August 23, 2016
BHP is arguably one of the companies listed on the Australian stock market that can best illustrate two very different approaches to investing in the stock market. continue…
by Roger Montgomery Posted in Companies.
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Can JB Hi-FI Grab a Bargain at The Good Guys?
Ben MacNevin
August 22, 2016
JB Hi-Fi has made no secret of its desire to snap up The Good Guys. The fact that its share price is trading at a premium to consensus suggests it will not only bid successfully for The Good Guys, but get it for a good price too. But big questions hang over both the success of the bid, and what price they will pay. continue…
by Ben MacNevin Posted in Companies, Consumer discretionary.
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Woolworths – Market Expectations Factor in A Significant Reversal of Fortunes in FY17
Stuart Jackson
August 10, 2016
On 25 July, Woolworths provided a trading update that guided the market slightly lower on FY16 earnings. Given the negative sentiment surrounding the company, this was viewed as a positive outcome, and Woolworths’ share price appreciated 8.2 per cent on the day. Since then, Woolworths’ share price has drifted back 4 per cent, but remains well above its recent low of A$20.50 on 6 July. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
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A False Start with Carsales’ Result
Ben MacNevin
August 9, 2016
Carsales (ASX: CAR) announced solid growth in its core business for 2016, yet it was news concerning its rival CarsGuide that initially caught the market’s attention. continue…
by Ben MacNevin Posted in Companies, Technology & Telecommunications.
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Resmed produces another solid result
Ben MacNevin
August 5, 2016
ResMed is a business we like. Our positive view of the company was reinforced when ResMed last week released a robust result for the fourth quarter of FY16. Its acquisition of cloud-based health solutions provider, Brightree, could produce an even stronger outlook. continue…
by Ben MacNevin Posted in Companies, Health Care.
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