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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Good times ahead for Ingenia Communities
Gary Rollo
November 3, 2020
Ingenia Communities Group (ASX:INA) is a diversified real estate investment trust with a portfolio of assets covering lifestyle, tourism and retirement living. With a strong balance sheet, and tailwinds from rising domestic tourism and an ageing population, its future prospects look strong. continue…
by Gary Rollo Posted in Companies, 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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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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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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