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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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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Uniti Group ups the ante for OptiComm – and revises their bid to $5.85 per share
David Buckland
September 15, 2020
The team at Uniti Group must have been close to breaking out the champagne on another well executed transaction – detailed here – when the $130 billion First State Superannuation Fund threw a spanner in the works by bidding $5.85 per share or $610 million for OptiComm Limited. continue…
by David Buckland Posted in Companies, Stocks We Like.
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