Companies

Altium (ASX:ALU) designs software that is used to design circuit boards in a virtual environment. These boards are later manufactured, becoming the backbone of every electronic device.  And devices of course are proliferating.

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by Roger Montgomery Posted in Companies, Stocks We Like, Technology & Telecommunications.

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CSL Limited (ASX: CSL) is a global developer and manufacturer of plasma-derived therapies for various diseases and disorders. We’ve blogged on CSL previously (see here) and for the most part, the story hasn’t changed. continue…

by Scott Shuttleworth Posted in Companies, Health Care.

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Following a recent trading update, Flight Centre (ASX:FLT) shares are trading at around their lowest levels for some years.   In its announcement to the market FLT attributed the weak trading to a wide assortment of issues including: the Federal election; Brexit; airfare price wars; investment in key improvement strategies and the Zika virus. continue…

by Tim Kelley Posted in Companies, Consumer discretionary.

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It was almost a year ago that we picked the Hong Kong-listed global luxury retailer Prada as the world’s leading short candidate. So after a significant decline in share price is there still an opportunity to short Prada?

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by Roger Montgomery Posted in Companies, Consumer discretionary.

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Markets will typically pay a premium for a company depending on growth expectations, and then management is burdened with meeting these expectations, however rosy they may be. It’s rare then to find a company, which has attractive growth prospects, which are not being valued by the market. IMF Bentham (IMF) is one such company, which has laid the foundation for long-term growth, but the market seems focused on its short-term underperformance.

by Ben MacNevin Posted in Companies, Insightful Insights, Stocks We Like.

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by Roger Montgomery Posted in Companies, Insightful Insights.

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Fifteen months ago we wrote a piece on a not so favourite stock, Arrium Limited (ASX: ARI), and tried to explain why it was in such poor financial health. continue…

by David Buckland Posted in Companies, Insightful Insights.

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One very high quality business listed on the ASX is Invocare Limited (ASX:IVC). IVC is the clear market leader in funeral homes, cemeteries and crematoria in Australia, and has a strong market position in New Zealand and Singapore.  The idea of a business whose revenue is tied to the death rate may not be everyone’s cup of tea, but from an economic standpoint, it is one you have to admire. continue…

by Tim Kelley Posted in Companies, Insightful Insights.

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by Stuart Jackson Posted in Companies, Stocks We Like.

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Several weeks ago we blogged on the prospects of Henderson Group PLC (ASX: HGG). Since that time, the firm reported its 2015 result and it seems timely to review the result and check its prospects. continue…

by Scott Shuttleworth Posted in Companies, Financial Services.

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