Companies

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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Medibank Private (MPL) is not a company whose activities need to be described here. Most readers are privately insured and the largest provider is MPL, so you know who the company is and what it does. The investment thesis that saw Montgomery purchase shares in the float, and its investors subsequently profit from, was relatively simple (although the analysis and valuation work was not). continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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With reporting season underway, this is the time we get to revisit the assumptions behind many of our current portfolio holdings. Through large amounts of data crunching, we are also able to compare and contrast management teams and businesses we hold against others that we do not and potentially identify opportunities. continue…

by Russell Muldoon Posted in Companies, Stocks We Like.

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Australia has a love affair with property the likes of which the rest of the world may not fully appreciate. The 18^th top-ranked site in Australia is realestate.com.au, pipped only by sites operated by global powerhouses such as Google, Twitter, Ebay and Facebook. continue…

by Roger Montgomery Posted in Companies, Insightful Insights, Property.

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If you’re searching for an undervalued but high quality stock, Henderson Group PLC (ASX: HGG/LN: HGG) may be worth consideration. continue…

by Scott Shuttleworth Posted in Companies, Financial Services.

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As the global commodity rout continues, investors are searching for sectors that can provide safe haven for their capital. Many are seeking exposure to the anticipated growth benefits of an ageing population, which has caused some healthcare stocks to trade at levels that are difficult to justify. Fisher & Paykel Healthcare (ASX: FPH) is one such company, whose NZ$8.50 share price is factoring in considerable earnings growth, but such is its prospects we feel the company may present reasonable value. continue…

by Ben MacNevin Posted in Companies, Stocks We Like.

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Further to our recent blog post on Altium Limited (ASX:ALU), Altium has today announced that it has signed an OEM agreement with Dassault Systèmes to introduce a new SOLIDWORKS Electronic Computer – Aided Design (ECAD) product based on Altium’s Printed Circuit Board (PCB) software technology. continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

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