Stocks We Like

On Wednesday, New Zealand online goods trading and classifieds platform TradeMe will hold an extraordinary general meeting so that shareholders can vote on the proposed acquisition of the company by one of the private equity funds of Apax Partners for NZ$6.45 per share. continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

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International education is big business in Australia, and one of the firms benefitting from the student boom is IDP Education (ASX:IEL). In the half year to December 2018, IDP maintained its record of producing very strong, high quality results. continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

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REA Group (ASX:REA), which operates Australia’s leading property websites, is a high-quality business and one we are happy to own – at the right price. But what is the right price? continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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In 2019, the Service Stream (ASX: SSM) share price has risen by 24 per cent to around $2.17, and for the half-year to December 2018, the Company has reported an excellent set of numbers. continue…

by David Buckland Posted in Companies, Stocks We Like.

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At the end of January, the market took a sledgehammer to the share price of Challenger (ASX:CGF) following a trading update. Clearly, many investors did not like what they saw. But was the update really that bad? continue…

by Andreas Lundberg Posted in Companies, Stocks We Like.

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When it comes to stocks the term ‘quality’ has many definitions. Some investors adopt a flexible approach to the definition of quality including being satisfied if quality management is running the business, a quality customer base exists, or they can identify quality assets on the balance sheet. continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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New Zealand’s biggest and most popular internet auction and classifieds website, Trade Me (ASX:TME), is being put under the microscope by two potential bidders – Apax Partners and Hellman & Friedman. And there’s speculation that more bids are likely for this strong and growing business. continue…

by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.

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Aristocrat Leisure Limited (ASX:ALL) has diversified its exposure beyond gaming machines over the last six years with a push into the online, and more recently the mobile games market. This began with its acquisition of social casino business Product Madness, and the internet gaming system and remote game server from GameAccount Network in late 2012 for around A$32 million. continue…

by Stuart Jackson Posted in Editor's Pick, Stocks We Like, Technology & Telecommunications.

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In this week’s video insight Andreas takes a look at Challenger, a core holding in our funds. With currently around 90% market share in the annuity market place in Australia we believe there is even more opportunity for Challenger’s growth.

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by Andreas Lundberg Posted in Stocks We Like, Video Insights.

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On the back of the recent announcement that Jack Ma will be stepping down as Chairman of Alibaba Group Holding (BABA US) in September 2019, the company has just completed a three-day investor conference. continue…

by David Buckland Posted in Companies, Stocks We Like.

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