End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.
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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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Three learnings from NEXTDC’s half-year results
Gary Rollo
March 3, 2020
Back in October, we made the case that NEXTDC’s (ASX:NXT) material share price underperformance would be temporary and that there were catalysts ahead that would bring that to an end. Today, we update our thesis post NXT’s 1H20 results and outlook. So, what did we learn and how do our learnings apply to our NXT’s thesis drivers? Continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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What’s really infecting markets?
Roger Montgomery
March 2, 2020
Can you see how coronavirus can be contained? Let’s think practically about this, especially in light of the revelation that the incubation period may be longer than two weeks and is infectious before symptoms present. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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