Stocks We Like
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Apple part 1: A $1 trillion company at 18x P/E
Daniel Wu
August 24, 2018
Last week I attended an Apple summit hosted by a prominent Apple analyst. One of the main lamentations shared by both the host and a majority of the audience (for this was not a gathering of investment analysts) was why Apple, the most valuable company and arguably the most recognisable brand in the world, was persistently priced by the market like it was going out of business – all the way up to $1 trillion. continue…
by Daniel Wu Posted in Companies, Editor's Pick, Stocks We Like
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How REA benefits from a weakening property market
Roger Montgomery
August 22, 2018
With this weakening property market comes a decrease in auction clearance rates, credit availability and home prices. So how does REA Group (ASX:REA) benefit from this? REA’s revenues have little to do with real estate prices and everything to do with listings volume and advertising yields (pricing and mix shift). continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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Why do we like Codan?
Andreas Lundberg
August 20, 2018
In this week’s video insight, Andreas discusses Codan, its share price has soared 32 per cent in the last year. So let’s take a look at four reasons why we like it. continue…
by Andreas Lundberg Posted in Stocks We Like, Video Insights
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Apple touches $1 trillion
Daniel Wu
August 3, 2018
During the morning session on August 2, 2018, Apple (NASDAQ: AAPL) became the first company in history to reach $1 trillion market capitalisation. This is a significant milestone for the financial markets and a moment of vindication for long-time Apple believers, but is of little significance to us because, as investors, we care about where a stock may head in the future, not where it has been in the past. continue…
by Daniel Wu Posted in Companies, Stocks We Like
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Upside in a Property Downturn
Christopher Demasi
August 2, 2018
Read the reports on the Australian housing market and it seems every main indicator has turned down: auction clearance rates, credit availability, and (the big one) home prices themselves. But there is one Aussie housing market statistic that is up: total home listings. continue…
by Christopher Demasi Posted in Property, Stocks We Like
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Owning mobile payments in Asia
Andrew Macken
August 1, 2018
When navigating global equity markets, it helps to align one’s sails to the major tailwinds of growth. We have written about the advantages of investing with tailwinds on numerous occasions in the past continue…
by Andrew Macken Posted in Companies, Stocks We Like
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One reason we prefer Alibaba over Amazon
Daniel Wu
July 5, 2018
The recent flare-up in trade tensions between the US and China has caused some of the global technology giants to temporarily lose their lustre, and none more so than Alibaba (NYSE: BABA), which is down more than 12 per cent from its mid-June highs. continue…
by Daniel Wu Posted in Companies, Stocks We Like
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Exclusive interview with Codan CEO
Andreas Lundberg
June 19, 2018
There are usually several opportunities for institutional investors to meet with any Australian company’s management during conferences or as they do the rounds following their results. continue…
by Andreas Lundberg Posted in Stocks We Like, Video Insights
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Where to find value in global tech stocks
Roger Montgomery
June 19, 2018
This bull market has featured stellar performances from a small group of technology stocks, like Apple, Facebook and Netflix. Indeed, we’ve not before seen so much capital concentrated in a single sector. Despite the lofty valuations of most of these businesses, we continue to see some excellent investment opportunities. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like
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The power of Apple’s Services business
Daniel Wu
June 5, 2018
In this week’s video insight Daniel provides an update on Apple. Now that the market has finally caught on to the power of Apple’s services business how is the stock still representing compelling value? continue…
by Daniel Wu Posted in Editor's Pick, Stocks We Like, Video Insights
