Stocks We Like
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EML looks set to thrive as economies reopen
Dominic Rose
June 1, 2020
EML Payments (ASX:EML) is an exciting Fintech that delivers innovative payment processing technologies to organisations operating within many industries and countries. The business has weathered the COVID-19 lockdown much better than feared, and is now ideally placed to benefit as global economies reopen and the structural migration trend towards digital payments accelerates. continue…
by Dominic Rose Posted in Companies, Stocks We Like
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Avita Medical – a small cap with big potential
Joseph Kim
May 28, 2020
Around 12 months ago, we noted that Avita Medical (ASX:AVH) – which provides a novel approach to skin regeneration – was a business worth keeping tabs on. Although its share price has felt the effects of the COVID-19 market sell-off, our positive view of the company has not changed. continue…
by Joseph Kim Posted in Companies, Stocks We Like
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Our take on Aristocrat Leisure’s recent results
Stuart Jackson
May 27, 2020
Investors in Australian slot machine and mobile games developer, Aristocrat Leisure (ASX:ALL), have enjoyed stellar returns over the past 10 years, with the share price up over 500 per cent in that time. However, its results for the 6 months to the end of March were patchy, and it remains to be seen how strongly the business can emerge from the coronavirus lockdown. continue…
by Stuart Jackson Posted in Companies, Stocks We Like
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Central Banks are pump priming the Gold price
David Buckland
May 21, 2020
After launching at $1.00 on 20 September 2019, the unit price of the Montgomery Small Companies Fund peaked at $1.066 on 21 February 2020, declined to $0.675 (-37 per cent) on 23 March, and has since rallied to yesterday’s $0.985 (+46 per cent), leaving it 8 per cent from its peak. continue…
by David Buckland Posted in Companies, Stocks We Like
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The retailers to watch as the economy opens up
Dominic Rose
May 19, 2020
In just a few short months, the COVID-19 pandemic and associated lockdown have triggered seismic shifts across the retail landscape. Some changes are likely to be temporary; others may accelerate previous structural trends. As we emerge from hibernation, I thought I’d try to identify the businesses that should prove to be better investments in the years ahead. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like
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Bull or bear case for equities, here are some quality companies
Roger Montgomery
May 2, 2020
Whether you’re currently on the bear case or the bull case for global and Australian equities, we think investors need to be using this once-in-a-decade sell off to reset portfolios towards quality businesses, like some of the ones we discuss below.
continue…by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like
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Equity market risk remains elevated
Andrew Macken
April 29, 2020
Earnings season for the first calendar quarter is underway and we are observing a large number of strange disconnects between stock prices and business fundamentals. We show three examples below and conclude that equity market risk remains elevated. Investor caution remains the order of the day, in our view. continue…
by Andrew Macken Posted in Companies, Stocks We Like
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Why we like Ping An
Daniel Wu
April 28, 2020
Ping An Insurance Company is arguably the most successful insurance company in China and the largest insurer globally by market capitalization. Ping An is anchored by its industry-leading life and health insurance business (Ping An Life) and has an attractive satellite of other insurance, banking and fintech operations that combine to form a robust financial services ecosystem. continue…
by Daniel Wu Posted in Companies, Stocks We Like
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Ad dollars follow eyeballs (most of the time)
George Hadjia
April 28, 2020
We have previously written about Facebook (Nasdaq: FB) and Alphabet (Nasdaq: GOOGL) being some of the most high-quality, hardest-to-disrupt businesses in existence. But COVID-19 (C19) has shown a remarkable ability to disrupt even the most resilient of businesses. We are seeing evidence of the digital ad market taking a hit from the COVID-19 pandemic, and there are a number of data points we have observed that point to this ad market slowdown being different to others. continue…
by George Hadjia Posted in Companies, Stocks We Like
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Four mining services companies where we see value
Dominic Rose
April 23, 2020
Investing in small cap mining services firms is not for the faint hearted given their exposure to the commodities cycle. But with the sector down around 40 per cent year to date (vs Small Ords down 23 per cent), and most major miners continuing to produce, we see value as attractive for the risk. There are four companies we particularly like.
continue…by Dominic Rose Posted in Companies, Stocks We Like
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