January 21, 2021
In this week’s video insight Stuart discusses how the banks are positioned with a less economic fallout from the COVID-19 pandemic than first anticipated. Since the pre-COVID market high on 20 February 2020, the banks have generated a loss of 7 per cent compared to a loss of 3 per cent of the broader market over the same period, despite share prices outperforming in recent months. The Price to Earnings multiple of the banks have been falling for some time as a result of margin compression and higher capital requirements reducing their return generated on incremental equity invested. Will we see any special dividends from the banks as bad debt loan provisions are unwound?
by Stuart Jackson Posted in Editor's Pick, Financial Services, Video Insights
January 12, 2021
In this week’s video insight David identifies why as investors we can only play what is in front of us. In reaction to the COVID-19 pandemic, Central Banks have been printing money so Governments – which are running substantial deficits – can pay for financial assets, welfare programs, infrastructure and salaries for public servants. Productivity reform is largely ignored, and together with ageing demographics and indebtedness, there is a handbrake to future economic growth. So, for 2021, what is in front of us?
by David Buckland Posted in Editor's Pick, Video Insights
January 6, 2021
In this second video interview Gary Rollo catches up with Ingenia Communities Group (ASX:INA) Chief Executive Officer, Simon Owens to discuss the company’s strategy for profitably growing through Australia’s ageing demographics investment theme.
December 22, 2020
Formed in 2012 Ingenia Communities Group (ASX:INA) is a diversified real estate investment trust (REIT) with a portfolio of assets covering lifestyle, tourism and retirement living. In the latest small cap management video series, Gary Rollo catches up with Chief Executive Officer, Simon Owens to discuss key holiday park markets and the groups’ revenue streams. continue…
December 18, 2020
This Christmas I’d like to reflect on Community and Individualism. This year, I believe we have seen demonstrated, comprehensively, the failure of a society to deal with a crisis because the rights of the individual usurp the needs of the community. We want to be known for our individual accomplishments, for our abilities and at the extreme end of individualistic fame as highlighted by so much of social media – we simply want to be known for being known. Instead, we should be known for caring for others, for helping and for rescuing those in need. For putting others first and above ourselves.
by Roger Montgomery Posted in Video Insights
December 9, 2020
In this week’s video insight Stuart discusses Universal Store Holdings, a recent listing on the ASX. While apparel has generally been a lagging segment of the retail market this year, casual and active wear have been the stronger components within the apparel market. Universal’s focus on streetwear has helped to through this period. Despite a material impact on sales during the lockdown period, Universal has performed very well with store sales bouncing back to year-on-year growth just 2 weeks after the 5-week lockdown ended. continue…
by Stuart Jackson Posted in Companies, Stocks We Like, Video Insights
December 3, 2020
In this week’s video insight Andreas discusses Atlas Arteria’s major asset, the 31 per cent stake in APRR, a 2300 km motorway network in France. Coronavirus travel restrictions have seen Atlas Arteria’s first-half revenues decline 25 per cent. But is the worst over? continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like, Video Insights
November 26, 2020
In this week’s video insight Gary Rollo introduces the options for investing in one of the strongest themes in the market, decarbonisation of the global economy or the Green Theme. We are fortunate to have an investment universe that provides a range of options, from sustainable carbon free electricity generators, to recycling assets, to feedstock producers for energy storage and batteries that go into Electric Vehicles. An area of focus is battery minerals players.
by Gary Rollo Posted in Editor's Pick, Video Insights
November 19, 2020
In this week’s video insight Roger discusses companies set to benefit from the news of a vaccine. Some of the companies that were beaten down during the pandemic – those we believe would inevitably recover once a vaccine was announced – have bounced, but they are yet to fully reflect a return to normal, or in some cases even a return to subnormal. One company to clearly benefit from higher levels of activity is Qantas, while another, Megaport recently reported high levels of connection activity following a COVID inspired slowdown in June and July. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights
November 11, 2020
IMDEX Limited (ASX:IMD) recently delivered a solid first quarter update to the market after delivering a record revenue in the period to March 2020. In the latest small cap management video series, Dominic Rose catches up with Chief Executive Officer, Paul House to discuss the outlook for the company and the optimism they see in the mining sector. continue…