Stocks We Like
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City Chic accelerates global expansion
Dominic Rose
January 18, 2021
In the week before Christmas, City Chic Collective (ASX:CCX) rewarded patient investors with what looks to be a highly strategic acquisition; securing the e-Commerce and wholesale assets of UK plus-size women’s retailer Evans from the Arcadia Group (debt-laden owner of Topshop) which recently entered into administration. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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Another stellar performance from Codan
Andreas Lundberg
December 17, 2020
Codan is a rare company with a clear market leading position in its niche and is producing very attractive returns and growth rates with sales growth of 28 per cent and profit growth of 40 per cent in FY20. In an update to market, Codan advised demand has been strong for its metal detectors, in both recreational and mining markets. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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A retail stock benefiting from the reopening of economies
Stuart Jackson
December 9, 2020
In this week’s video insight Stuart discusses Universal Store Holdings, a recent listing on the ASX. While apparel has generally been a lagging segment of the retail market this year, casual and active wear have been the stronger components within the apparel market. Universal’s focus on streetwear has helped to through this period. Despite a material impact on sales during the lockdown period, Universal has performed very well with store sales bouncing back to year-on-year growth just 2 weeks after the 5-week lockdown ended. continue…
by Stuart Jackson Posted in Companies, Stocks We Like, Video Insights.
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Our top picks in the mining services space
Dominic Rose
December 7, 2020
Surging commodity prices and a deep infrastructure pipeline support a positive medium-term outlook for contractors, a sector which has broadly lagged the market recovery. Here, we share our preferred businesses – we favour players with strong management teams, scaled business with ability to take market share as the cycle strengthens.
continue…by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Have travel restrictions impacted Atlas Arteria’s value?
Andreas Lundberg
December 3, 2020
In this week’s video insight Andreas discusses Atlas Arteria’s major asset, the 31 per cent stake in APRR, a 2300 km motorway network in France. Coronavirus travel restrictions have seen Atlas Arteria’s first-half revenues decline 25 per cent. But is the worst over? continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Lovisa supercharges their European growth
David Buckland
November 26, 2020
Early this year Lovisa Holdings Limited (ASX:LOV) celebrated its tenth birthday and this coincided with the Company’s share price hitting a pandemic low in March 2020 of $2.45. It has since rallied 4.5-fold to the current $11.20, giving a market capitalisation on 107.5 shares of $1.2 billion. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Why our confidence in EML has increased
Dominic Rose
November 20, 2020
News of a potentially highly effective COVID-19 vaccine has provided a welcomed boost for so called ‘out and about’ stocks which are viewed as key beneficiaries of an economic re-opening scenario. Over the past few months, the Montgomery Small Companies Fund has been busy seeking ‘vaccine insurance’ to position the portfolio further towards the re-opening trade. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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How much further will the WES share price run?
Stuart Jackson
November 16, 2020
Wesfarmers’ (ASX:WES) trading update for the first four months of FY21 showed the robustness of its retailing businesses. Sales growth for its two best-known brands, Bunnings and Officeworks, was particularly strong, as was the performance of its online channel, Catch. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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How big MAQ’s whopper deal could supersize the business
Gary Rollo
November 13, 2020
Macquarie Telecom (ASX:MAQ) is a leading Australian telecom and datacentre provider. Its datacentre business is booming as more and more organisations shift their computing architecture to the Cloud. Now, a major new expansion project promises to propel the business to even greater heights. continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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Why Goodman Group is a COVID winner
Joseph Kim
November 6, 2020
Goodman Group (ASX:GMG) is Australia’s industrial property powerhouse which is helping to develop the infrastructure of the new economy globally – including warehouse space relied on by e-commerce and data centres. We see the company as a COVID winner, with the acceleration of structural trends Goodman has been positioning for many years playing out, with Goodman continuing to add value to their business during a period of unprecedented disruption. continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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