Stocks We Like
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Minetec could be a game-changer for Codan
Andreas Lundberg
September 30, 2019
Codan (ASX: CDA) is a manufacturer and supplier of communications, metal detection, and mining technology. One of its businesses is called Minetec. It’s a location tracking system that promises to add value to underground mining operations around the world, and has already been adopted by the likes of Newmont and BHP. continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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The global tech stocks that are worth buying
Roger Montgomery
September 17, 2019
When it comes to investing in global technology stocks, it pays to do your homework. Because there are some major differences between the big brands that dominate the space. Take Google, Facebook and Uber, for example. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Three reasons why we have held Reliance through recent price volatility
Joseph Kim
September 13, 2019
Reliance Worldwide (ASX:RWC) has been a recent introduction to the portfolio. The company sells innovative and simple plumbing fixtures to enhance productivity and efficiency for end users. Reliance’s core product is the “Push-to-Connect” (PTC) fitting to connect two ends of a pipe, marketed under the Sharkbite brand. continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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Five key themes for small-cap investors
Dominic Rose
September 11, 2019
The smaller end of the stock market delivered a mixed bag during the recent reporting season. But if you sift through the company reports, you’ll find five themes common to those that provided positive reports and/or outlook statements. These are the companies to put on your watchlist. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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How is Healius tracking?
Tim Kelley
September 2, 2019
Healius Limited (ASX:HLS) (formerly Primary Health Care) operates a suite of health care businesses including pathology, medical centres, diagnostic imaging and day hospitals. These are businesses that should enjoy reliable long-term growth in demand, and Healius generally has good market positions in the markets it operates in. It sounds like it should be a recipe for nicely compounding returns over an extended period of time, right? continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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What next for our big health insurers?
Stuart Jackson
August 30, 2019
Investors in NIB Holdings (ASX:NHF) and Medibank Private (ASX:MPL) would have enjoyed the past six months, with the share price of both companies rising by over 20 per cent. And there may be more good news to come. continue…
by Stuart Jackson Posted in Companies, Health Care, Stocks We Like.
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Could Healius do a Telstra?
Tim Kelley
August 14, 2019
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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Super Cheap defies the retail gloom
Roger Montgomery
July 30, 2019
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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The two big themes for Aussie investors
Roger Montgomery
July 8, 2019
What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on to potentially enhance their long-term returns. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Where to for Avita Medical?
Joseph Kim
May 6, 2019
One company that recently caught our attention, that I believe is worth monitoring, is Avita Medical (ASX:AVH). AVH owns the patents and produces a medical device called RECELL, which produces a “suspension” of spray-on skin cells using a small sample of the patient’s own skin to help treat burn patients and skin defects. continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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