Investor Insights

January 6, 2021

Part 2 Ageing populations mega trend

By Gary Rollo

  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. Every day in Australia around 650 people turn 65, and that’s going to continue for the next 30 years.
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January 4, 2021

Farewell 2020, Hello 2021

By David Buckland

Sunday, 8 March 2020, was not only International Women’s Day, but the ICC Women’s World T20 Cricket final, played between Australia and India at the Melbourne Cricket Ground, attended by over 86,000 spectators.   (Australia won by 85 runs). Ten months later, over 85 million people globally have been infected and 1. 85 million people have passed-away from COVID-19.
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December 17, 2020

Another stellar performance from Codan

Codan is a rare company with a clear market leading position in its niche and is producing very attractive returns and growth rates with sales growth of 28 per cent and profit growth of 40 per cent in FY20.
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December 15, 2020

Why I think share markets will boom in 2021

By Roger Montgomery

As 2020 draws to a close, the finance world is awash with market commentators making bold predictions for the year ahead. For what it’s worth, here’s mine: I think 2021 could see a surge in asset prices driven by the rollout of a COVID-19 vaccine, loose money supply and pent-up consumer demand.
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December 15, 2020

A review of markets in 2020

With 2020 almost now behind us, I thought it was worthwhile looking at the year that was. It’s safe to say this year is unlikely to be forgotten for everyone, and not just those invested in equity markets.
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December 9, 2020

How to reduce the interest rate on your mortgage

A new report by the Australian Competition and Consumer Commission (ACCC) has found that, as a whole, Australians are paying too much interest on their mortgages. How much too much? Well, according to a conservative estimate, as a nation we are likely paying at least $10 billion per year more than we need to.
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December 8, 2020

How to position your portfolio for a post-COVID boom

By Roger Montgomery

The good news on COVID-19 vaccines strengthens the case for a global equities boom in 2021.  But where will the biggest gains be found?  In beaten-down cyclicals, ‘re-openers’ and other firms smashed by the temporary lockdowns? Or in the so-called ‘pandemic darling’ tech stocks?

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December 7, 2020

Our top picks in the mining services space

By Dominic Rose

Surging commodity prices and a deep infrastructure pipeline support a positive medium-term outlook for contractors, a sector which has broadly lagged the market recovery. Here, we share our preferred businesses – we favour players with strong management teams, scaled business with ability to take market share as the cycle strengthens.
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December 7, 2020

Our top picks in the mining services space

By Dominic Rose

Surging commodity prices and a deep infrastructure pipeline support a positive medium-term outlook for contractors, a sector which has broadly lagged the market recovery. Here, we share our preferred businesses – we favour players with strong management teams, scaled business with ability to take market share as the cycle strengthens.
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December 4, 2020

The stock Chris Demasi is quietly excited about

In this article for the Australian Financial Review, Chris Demasi answers seven questions by Vesna Poljak on topics ranging from a stock he is excited, impacts from the US election and  about to where you can find a good pasta in Sydney! Did you adjust your position in SAP after the third-quarter result?
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December 1, 2020

Why Flight Centre shares are soaring again

The good news on coronavirus vaccines has boosted the value of travel stocks, like Flight Centre (ASX:FLT), Webjet (ASX:WEB) and Corporate Travel (ASX:CTD). While a return to normal is still a fair way off, many investors clearly don’t seem to mind, and are looking ahead to better times.
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November 27, 2020

Salesforce: A Symphony of Solutions (Part I)

By Amit Nath

For many people, Salesforce (NYSE: CRM) is unlikely to be a household name like Apple, Amazon or Google, which are deeply entwined into our daily lives.  However, within enterprise companies there are very few software applications that are more mission critical for a business than Salesforce.
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