Stocks We Like
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Bapcor remains a great play on domestic tourism
Dominic Rose
October 21, 2020
Bapcor (ASX:BAP) – Australia’s leading aftermarket auto parts distributor – has enjoyed very strong trading conditions since mobility restrictions have eased, and its share price has rallied accordingly. BAP has both growth and defensive qualities and remains a great way to play the domestic tourism thematic which could prove stronger for longer. And the balance sheet is now primed for acquisitions, further enhancing the growth potential of the company.
continue…by Dominic Rose Posted in Companies, Stocks We Like
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Google’s Galactic Universe of Game Changers (Part II)
Amit Nath
October 20, 2020
In Part I of this series we explored our observation that Alphabet consistently gives away its infrastructure for free in order to attract users/developers/partners to its platform, where it extracts rents in parallel to often offering its own competing products. We discussed online digital advertising, the Android operating system and cloud computing in Part I, and today we will extend this perspective to TV advertising, autonomous driving (Waymo), eCommerce and home automation. continue…
by Amit Nath Posted in Companies, Stocks We Like
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10-bagger at 10-times the price
Christopher Demasi
October 19, 2020
I was recently asked about the lofty valuations of technology companies, and if the sector was overvalued because the ratio of stock prices to earnings seems to be high. While I think there are almost certainly a lot of overvalued stocks of technology companies today, blunt valuation tools risk missing truly amazing opportunities to compound for long periods of time. continue…
by Christopher Demasi Posted in Companies, Stocks We Like
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Why yield investors should take a look at Centuria
Stuart Jackson
October 13, 2020
If you’re looking for a robust income stock, Centuria Capital Group (ASX:CNI) is worth considering. Centuria owns a suite of assets focused on property and investment bonds, and pays an annual yield of around 4.3 per cent. Making this business even more appealing, is a share price that keeps heading in the right direction. continue…
by Stuart Jackson Posted in Companies, Stocks We Like
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Google’s galactic universe of game changers (Part I)
Amit Nath
October 12, 2020
Google was renamed Alphabet in 2015, with co-founder Larry Page eloquently articulating why one of the most recognised brands in the world (Google) adopted a word more commonly associated with Sesame Street (Alphabet). continue…
by Amit Nath Posted in Companies, Stocks We Like
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The $18.0 billion Merger of two Aussie Gold Miners
David Buckland
October 8, 2020
In November 2019, Saracen Mineral Holdings (ASX: SAR) acquired 50 per cent of the Fimiston Open Pit, known colloquially as the Kalgoorlie Super Pit, from Barrick Resources for US$800 million. A month later Northern Star Resources (ASX: NST) bought Newmont’s 50 per cent stake for US$750 million. continue…
by David Buckland Posted in Companies, Stocks We Like
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Why we think Corporate Travel Management’s recent acquisition is a game changer
Dominic Rose
October 6, 2020
Corporate Travel Management (ASX:CTD) announced last week the US$200 million acquisition of US-based Travel & Transport (T&T) which transforms the company’s North American business and positions the company as the global leader in mid-market corporate travel services. continue…
by Dominic Rose Posted in Companies, Stocks We Like
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An exciting growth stock: Macquarie Telecom
Roger Montgomery
October 6, 2020
In this week’s video insight Roger discusses cloud computing and a small cap opportunity in the space. We currently believe companies within this sector will see a long runway for growth. One company delivering the framework on which this innovation cycle is being built is Macquarie Telecom. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights
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One company to benefit from a vaccine and reopening
Roger Montgomery
September 28, 2020
In this week’s video insight Roger discusses how to position for the possibility of a vaccine and reopening. When the global economy reopens further, there will likely be many more sectors returning to growth. We are looking for companies that are winners in sectors that have had their outlooks impacted. One of these is Corporate Travel Management which could take share from weakened competitors. Why is the Corporate Travel Management share price on fire right now? continue…
by Roger Montgomery Posted in Companies, Stocks We Like, Video Insights
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Why do good things happen to great businesses?
Andrew Macken
September 28, 2020
For value investors like us who seek to own the world’s long-term winning businesses in attractive markets, there is an ongoing philosophical imperative to ensure the quality we identify is not already fully reflected in the current stock price of the business. After all, if the true quality and growth prospects of any business are accurately reflected in the stock today, then your chance of generating outsized returns is zero, by definition. continue…
by Andrew Macken Posted in Companies, Stocks We Like
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