It is no secret that healthcare expenditure in the United States is an outlier compared to other similar countries. And, similar to much of the rest of the developed world, demand for healthcare in the US will only accelerate as the baby boomers continue to retire en masse. Today, there are approximately 55 million US citizens over the age of 65 years old. By 2030, there will be approximately 75 million. continue…

by Andrew Macken Posted in Companies, Health Care, Stocks We Like

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Property advertising platform, REA Group (ASX:REA), was one of the first businesses to announce its results this reporting season. Given the COVID-related restrictions on real estate transactions, it was a strong performance.  And, pleasingly for investors, the company will be paying a dividend. continue…

by Joseph Kim Posted in Companies, Property, Stocks We Like

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Investing is inherently about determining a series of narratives or business outcomes and assigning probabilities to each. Each day, investors allocate significant time to collecting information that is close at hand used as evidence to inform their decision making as to how a business or a new product will perform in the future. continue…

by Phillip Namara Posted in Companies, Stocks We Like

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E-commerce is an industry people might instinctively tie to Amazon, rather than social apps such as Facebook (NASDAQ: FB) or Instagram. However, many social apps are working on ways to pivot towards e-commerce, with companies working on innovative approaches to tie in e-commerce with their existing platforms. continue…

by George Hadjia Posted in Companies, Stocks We Like

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In addition to the acceleration of e-commerce in Australia, COVID-19 has produced several themes that are generating retail winners; some are benefitting from the Do-Up-Your-Home-Because-You’ll-Be-Spending-More-Time-There theme, there are those benefitting from the boost to income from JobKeeper, JobSeeker and early Superannuation withdrawals, and there are those that will benefit from the additional A$45 billion spent locally that was previously spent on, or during, overseas holidays.  And many retailers of course are benefitting from all three themes. continue…

by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like

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For more evidence that discretionary retail is absolutely booming right now, particularly the furniture and homewares category, look no further than Nick Scali’s (ASX:NCK) strong FY20 result and near-term outlook. NCK’s result follows hot on the heels of strong updates by key homewares peers, Temple & Webster (ASX:TPW) and Beacon Lighting (ASX:BLX), and reinforces our conviction in Adairs (ASX:ADH) heading into results season. continue…

by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like

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The current boom in equities is not as broad-based as it might first appear. Putting aside materials and gold stocks, the rest of the market can be divided into the ‘haves’ and the ‘have nots’. And it may be more important than ever to be an owner of the ‘haves’.

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by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like

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When we wrote about our thesis on Spotify recently, we intentionally left out a chart that shows the detailed drivers of Spotify’s revenues. It is shown below and is worth examining to get a sense of the multiple levers management can pull to grow revenues over the long term. continue…

by Andrew Macken Posted in Companies, Stocks We Like

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Much has been made of the exorbitant share prices of the world’s largest technology companies – Facebook, Apple, Amazon, Microsoft and Google. But, given the quality of their businesses, their market dominance and continuing growth prospects, are they really too expensive? continue…

by Roger Montgomery Posted in Companies, Stocks We Like

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Since listing on the ASX in January 2019, the share price of broadband provider, Uniti Wireless (ASX:UWL) has enjoyed spectacular growth. From an IPO price of 25 cents, shares have rocketed to $1.60, with the business growing via consolidation. The upcoming merger with OptiComm Limited (ASX:OPC) will make the business even stronger. continue…

by David Buckland Posted in Companies, Stocks We Like

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