Search Results for: thorn group
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New data confirms the meteoric rise of online shopping
Stuart Jackson
June 10, 2020
The government-imposed COVID-19 lockdown accelerated a number of social trends. One of those was our increasing preference for online shopping. Recent data shows that even though the lockdown pushed total retail sales off a cliff in April, online sales shot up. And one retailer – Kogan – stood out from the pack. Continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
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EML looks set to thrive as economies reopen
Dominic Rose
June 1, 2020
EML Payments (ASX:EML) is an exciting Fintech that delivers innovative payment processing technologies to organisations operating within many industries and countries. The business has weathered the COVID-19 lockdown much better than feared, and is now ideally placed to benefit as global economies reopen and the structural migration trend towards digital payments accelerates. Continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Don’t underestimate the future, knowledge is power
Gary Rollo
May 25, 2020
Data is the new oil, knowledge is power. We live in a deeply connected world, there are literally billions of devices that are now connected to the internet, collecting, processing and delivering information, putting it into the hands of decision makers. Across the world roughly 1.5 billion smartphones are sold per annum, which means there’s about four and a half billion out there in the hands of consumers and people working in corporates. Continue…
by Gary Rollo Posted in Companies.
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The retailers to watch as the economy opens up
Dominic Rose
May 19, 2020
In just a few short months, the COVID-19 pandemic and associated lockdown have triggered seismic shifts across the retail landscape. Some changes are likely to be temporary; others may accelerate previous structural trends. As we emerge from hibernation, I thought I’d try to identify the businesses that should prove to be better investments in the years ahead. Continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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Why it’s so hard to be an investor right now
Roger Montgomery
May 11, 2020
Most companies are finding it nearly impossible to accurately assess the long-term impact of the COVID-19 crisis on their business. Consequently, market analysts are having an equally tough time, and their opinions can be alarmingly divergent. Recent analyst commentary on consumer goods retailer, JB Hi-Fi, is a case in point. Continue…
by Roger Montgomery Posted in Companies.
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Some positive signs emerging
Tim Kelley
May 4, 2020
We have previously written at length about our assessment of the evolving COVID-19 crisis, and the way investors might think about navigating the challenging market conditions that came with it. While conscious of the fact that there are only so many articles on the topic that readers need to see, today we add further hay to the stack, but this time with a more optimistic slant. Some of the developments that have caught our eye recently are unambiguously positive and may prove to be important in shaping the market environment over the next 12 months. Continue…
by Tim Kelley Posted in Market commentary.
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After raising capital, is Flight Centre now a good investment?
Joseph Kim
April 27, 2020
When governments around the world shut down travel in order to contain the spread of COVID-19, Flight Centre Travel Group (ASX:FLT) suddenly found itself on its knees. Its share price plummeted, from $40 to around $9. Now, post a capital raising, the business can breathe easy for a while. But is it a good investment? Continue…
by Joseph Kim Posted in Companies, Editor's Pick.
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Why the big banks are underperforming the market
Stuart Jackson
April 23, 2020
If you’re holding shares in an Australian bank – particularly National Australia Bank (ASX:NAB), Westpac (ASX:WBC) or Australia and New Zealand Banking Group (ASX:ANZ) – then you’re likely feeling less wealthy than you were back before Coronavirus was a household word. In just two months, the market has priced in the impact of loan losses by the banks and the potential need for dilutive equity raisings. And the worst may not be over. Continue…
by Stuart Jackson Posted in Companies, Financial Services.
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Four mining services companies where we see value
Dominic Rose
April 23, 2020
Investing in small cap mining services firms is not for the faint hearted given their exposure to the commodities cycle. But with the sector down around 40 per cent year to date (vs Small Ords down 23 per cent), and most major miners continuing to produce, we see value as attractive for the risk. There are four companies we particularly like.
Continue…by Dominic Rose Posted in Companies, Stocks We Like.
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Six challenges facing the revival of Aussie manufacturing
Andreas Lundberg
April 16, 2020
After years of standing by as our manufacturing industries were sent offshore, the Federal Government has set up a task force to restore local manufacturing. “Australia drank the free-trade juice and decided that off-shoring was OK. Well, that era is gone,” Andrew Liveris, who is on the task force, told the AFR. It’s a great idea, but there are some mighty challenges ahead. Continue…
by Andreas Lundberg Posted in Manufacturing.
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Three small cap retailers to watch
Dominic Rose
March 30, 2020
Small cap discretionary retailers have been among the biggest losers in this market rout. But, sifting through the wreckage, we’ve found some great businesses that could bounce strongly if the worst-case scenario being priced in by the market turns out better than expected. Continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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Why we continue to like Codan
Andreas Lundberg
March 5, 2020
Codan Limited (ASX: CDA) is one of Australia’s unheralded tech stories. Today, it sells its metal detectors, communications and tracking equipment in more than 150 countries to prospectors, the military, mining companies and governments. With a solid balance sheet and a bright future, there’s a lot to like. Continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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How investors could benefit from the coronavirus
Roger Montgomery
March 4, 2020
Looking purely from an investing perspective, the global sell-off caused by the coronavirus pandemic could be manna from heaven for cashed-up value investors. I think we’re about to see some wonderful buying opportunities. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Why revenue growth should accelerate for Australian Finance Group
Stuart Jackson
March 3, 2020
While achieving revenue growth is proving to be challenging for the banks at present with the impact of ultra-low interest rates and the effects of the Hayne Royal Commission, there are parts of the credit market that are generating very strong growth. Continue…
by Stuart Jackson Posted in Companies, Financial Services, Stocks We Like.
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The headwinds hitting the salary packing and fleet management sector
David Buckland
March 2, 2020
The share prices of the four major players in the Australian salary packaging and fleet management sector have been significantly marked down in recent months. Does this negativity create a buying opportunity? Continue…
by David Buckland Posted in Companies.
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An update on the Australian financial planning landscape
Dean Curnow
February 28, 2020
They say 12 months is a long time in financial markets, but I think 12 months has been an even greater length of time in the financial planning market. Since I previously wrote about the changing advice landscape in Australia, four large financial planning licenses have ceased to exist, with a few more to close doors as the Commonwealth Bank of Australia follow Westpac’s lead in stepping away from the licensee space. Continue…
by Dean Curnow Posted in Financial Services.
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The retailer capitalising on the e-commerce trend
Dominic Rose
February 25, 2020
A standout amongst small caps this earnings season to date was specialty apparel retailer, City Chic Collective (ASX:CCX), which reported 21 per cent growth in 1H20 underlying earnings before interest, taxes, depreciation, and amortization (EBITDA) to $19 million, well ahead of market expectations and triggering solid upgrades to consensus forecasts. Continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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JB Hi-fi reports strong numbers putting short sellers in pain
Roger Montgomery
February 10, 2020
With new chairman Stephen Goddard (former David Jones CFO and Officeworks prior to that) appointed, JB Hi-Fi (ASX:JBH) has come in with a strong result reflecting the pick-up in electronics sales reported in the national retail sales data for December. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Why there’s no stopping CSL’s charge to the top
Roger Montgomery
February 10, 2020
Since listing in 1994, Australian biotech company CSL has powered ahead to become our second largest company by market cap. Lying just ahead is the Commonwealth Bank. But with a more compelling growth story, it’s probably just a matter of when, not if, CSL will hit the front. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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A Montgomery reporting season preview
Roger Montgomery
February 7, 2020
With reporting season about to commence amid the bush fires and coronavirus, the environment is ripe for more positive and negative surprises than we have seen in some time. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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