Over the last four years property prices in Australia peaked and reversed, homes listed for sale have plummeted and the share price of REA Group, Australia’s online property classified portal, has… MORE THAN DOUBLED! Sounds strange perhaps, so I have included the chart from Bloomberg below. continue…

by Christopher Demasi Posted in Companies, Stocks We Like

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Twelve months ago, we saw compelling value in Telstra (ASX: TLS). Since then, its share price has shot up 40 per cent, and it may have further to run. In a market where it’s tough to find value, we think the healthcare business, Healius, could be the next company to outperform. continue…

by Tim Kelley Posted in Companies, Stocks We Like

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The U.S. housing market, after having staged a solid recovery since the depths of the financial crisis, is starting to show some signs of moderation. On the face of it, now would seem like the wrong time to be considering an investment in a company leveraged to the fortunes of the U.S. housing market. We disagree, and believe that the negative headlines have created some favourable stock price opportunities.

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by George Hadjia Posted in Companies, Stocks We Like

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Alphabet is known as the owner of Google and YouTube, but did you know that Google has another business that is already the size of a Fortune500 company? continue…

by Christopher Demasi Posted in Companies, Stocks We Like

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Amid all the noise and volatility in global equity markets are some powerful structural shifts that should provide solid investment returns for many years to come. Here, I’d like to present five of them, and some strong businesses that are riding these industry tailwinds. continue…

by Andrew Macken Posted in Global markets, Market commentary, Stocks We Like

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Not all brick and mortar retailers are doing it tough. Take Super Retail Group (ASX:SUL), for example. The owner of Supercheap Auto, Rebel, Macpac and BCF is showing how to maintain margins, and fend off the digital disruptors. continue…

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

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Last week Microsoft, the world’s largest enterprise software company, reported financial results for its fiscal year 2019. The Azure cloud business continues to be the star performer. continue…

by Christopher Demasi Posted in Companies, Stocks We Like

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Every year around this time Mary Meeker, partner at venture capital firm Kleiner Perkins and former star technology analyst with investment bank Morgan Stanley, publishes “Internet Trends”. The document consists of more than 300 slides illustrating key online trends around the world. I always find it fascinating and a great way to keep tabs on how the Internet is serving users, merchants, advertisers, publishers, platforms and more. continue…

by Christopher Demasi Posted in Companies, Stocks We Like

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At an investor day in Sydney last month, newly-appointed CEO of Challenger (ASX: CGF), Richard Howes, announced something that any new CEO would rather not. Howes announced that he was abandoning the 18 per cent pre-tax Group normalised return-on-equity (ROE) target that had been held by the company for the last 15 years. The market did not take kindly to this news, wiping off 16 per cent of Challenger’s market capitalisation over the subsequent 24 hours. continue…

by Andrew Macken Posted in Companies, Editor's Pick, Stocks We Like

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Latest reports from the two leading aircraft producers suggest Airbus is on track to stroll past Boeing this year and become the largest plane maker for the first time in 8 years. The ongoing 737 MAX crisis has lasted four months, already longer than Boeing or any of its stakeholders anticipated. continue…

by Lachlan Mackay Posted in Airlines, Companies, Stocks We Like

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