Stocks We Like
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Stocks We Like – IMF Bentham
Ben MacNevin
April 28, 2016
Markets will typically pay a premium for a company depending on growth expectations, and then management is burdened with meeting these expectations, however rosy they may be. It’s rare then to find a company, which has attractive growth prospects, which are not being valued by the market. IMF Bentham (IMF) is one such company, which has laid the foundation for long-term growth, but the market seems focused on its short-term underperformance.
continue…by Ben MacNevin Posted in Companies, Insightful Insights, Stocks We Like.
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Stocks We Like – SEEK
Stuart Jackson
March 21, 2016
SEEK (SEK) is a stock we have liked and owned for a while. The initial phase of growth for the company was one in which it replaced traditional print media as the main job advertising board. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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Stocks We Like – Medibank Private
Roger Montgomery
March 1, 2016
Medibank Private (MPL) is not a company whose activities need to be described here. Most readers are privately insured and the largest provider is MPL, so you know who the company is and what it does. The investment thesis that saw Montgomery purchase shares in the float, and its investors subsequently profit from, was relatively simple (although the analysis and valuation work was not). continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Stocks We Like – McMillan Shakespeare
Russell Muldoon
February 18, 2016
With reporting season underway, this is the time we get to revisit the assumptions behind many of our current portfolio holdings. Through large amounts of data crunching, we are also able to compare and contrast management teams and businesses we hold against others that we do not and potentially identify opportunities. continue…
by Russell Muldoon Posted in Companies, Stocks We Like.
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Stocks we like – Fisher & Paykel Healthcare
Ben MacNevin
February 3, 2016
As the global commodity rout continues, investors are searching for sectors that can provide safe haven for their capital. Many are seeking exposure to the anticipated growth benefits of an ageing population, which has caused some healthcare stocks to trade at levels that are difficult to justify. Fisher & Paykel Healthcare (ASX: FPH) is one such company, whose NZ$8.50 share price is factoring in considerable earnings growth, but such is its prospects we feel the company may present reasonable value. continue…
by Ben MacNevin Posted in Companies, Stocks We Like.
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Stocks we like – Chorus
Roger Montgomery
January 20, 2016
In November 2011 Telecom New Zealand became the first incumbent telco in the world to voluntarily split, creating Chorus Limited (ASX: CNU) – the owner of New Zealand’s existing copper telecommunications network, and Spark Limited (SPK) – the mobile network, and retail business operator. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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