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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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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Farewell TradeMe
Stuart Jackson
April 1, 2019
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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IDP Education continues to be a high-class business
Stuart Jackson
February 18, 2019
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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What price should you pay for REA?
Roger Montgomery
February 14, 2019
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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