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  • Why we chose Sydney Airport as our primary re-opening trade

    Joseph Kim
    July 7, 2021

    On Monday, Sydney Airport (ASX:SYD) was the recipient of an unsolicited, indicative, conditional and non-binding proposal from a consortium of infrastructure investors including IFM, QSuper and Global Infrastructure Management for $8.25 per share. The bid represents a 42 per cent premium to the last close price, albeit remains at a discount to its pre-COVID-19 share price while being approximately 20 per cent higher than most recent peaks of around $6.90 per share reached in June and November last year. Continue…

    by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.
    • 6 Comments
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    • POSTED IN Companies, Editor's Pick, Stocks We Like.
  • The stocks to buy for when travel opens up again

    Roger Montgomery
    July 6, 2021

    For many of us, the current COVID-19-induced travel clampdown is obviously a downer. But for investors, the associated pullback in the price of travel stocks – like Corporate Travel and Webjet – could be a golden opportunity. Because, looking ahead, these businesses should thrive once travel opens up again. Continue…

    by Roger Montgomery Posted in Companies, Stocks We Like.
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    • POSTED IN Companies, Stocks We Like.
  • Align Technology’s long runway for growth

    Roger Montgomery
    July 5, 2021

    For this series of articles, I asked the team at Polen Capital to describe each of the companies currently in the portfolio. Today, we look at dental device company Align Technology. Based in San Jose, California Align Technology is a global medical device company that pioneered the development of invisible orthodontics with its Invisalign system. Continue…

    by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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    • POSTED IN Companies, Polen Capital, Stocks We Like.
  • Farewell Fiscal 2021, Hello Fiscal 2022

    David Buckland
    July 2, 2021

    The Australian All Ordinaries Index finally broke through its late-2007 record high in early-2020. It was then confronted with the short sharp COVID-19 related crash in March 2020, and since then the upward momentum has surprised the most optimistic commentators.  Recording a return of 26.4 per cent in the year to June 2021, excluding dividends, the Australian All Ordinaries Index had a wonderful year. Continue…

    by David Buckland Posted in Market commentary.
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    • POSTED IN Market commentary.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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  • The 3 red lines that could bring iron ore prices back to earth

    Andreas Lundberg
    July 1, 2021

    Chinese property construction accounts for close to 30 per cent of world seaborn iron ore demand, and is probably the most important demand driver impacting the iron ore price. But with Chinese regulators trying to crimp the sector, population growth turning negative, and urbanization peaking, I think today’s lofty iron ore price will prove to be short-lived. Continue…

    by Andreas Lundberg Posted in Editor's Pick, Energy / Resources.
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  • Some encouraging updates from Avita Medical

    Joseph Kim
    June 30, 2021

    If you are a longer-term shareholder of Avita Medical (ASX:AVH), it is likely you would have experienced a rather disappointing journey over the past 12 months. COVID-19 and lockdowns in the US have stymied the RECELL roll-out just as it was gaining steam, as well as preventing recruitment for its various label extension plays in vitiligo, paediatric scalds and wound care. Continue…

    by Joseph Kim Posted in Companies, Health Care, Stocks We Like.
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    • POSTED IN Companies, Health Care, Stocks We Like.
  • oOh!Media screens as a cheap recovery story

    Dominic Rose
    June 29, 2021

    Economic reopening and cyclical reflation trades have rewarded investors handsomely over the past six months or so, particularly those offering immediate leverage to the stronger than expected demand recovery scenario currently playing out. Continue…

    by Dominic Rose Posted in Companies, Stocks We Like.
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    • POSTED IN Companies, Stocks We Like.
  • MEDIA

    Small caps are a buy. Roger that.

    Roger Montgomery
    June 28, 2021

    Roger joined Ausbiz to discuss three small cap ideas. Investing in smaller companies not only offers the opportunity to benefit from company ownership, but there is also potential for rapid growth. You can find the three small caps Roger believes will be a good addition to the portfolio here.

    by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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    • POSTED IN Editor's Pick, TV Appearances.
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