Investor Insights

March 5, 2020

Why we continue to like Codan

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.
Read Article
March 4, 2020

How investors could benefit from the coronavirus

By Roger Montgomery

Looked purely from an investing perspective at 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. “Democracy destroys itself because it abuses its right to freedom and equality.
Read Article
March 3, 2020

Three learnings from NEXTDC’s half-year results

By Gary Rollo

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?
Read Article
February 26, 2020

Are you overweight in growth stocks?

In an uncertain world, should investors have a strategy that looks beyond current trends and accommodates a range of different possible futures? In recent years growth stocks have had a winning streak, is now a good time to consider shifting the balance of your holdings towards companies that can demonstrate the ability to generate profits today.
Read Article
February 25, 2020

The retailer capitalising on the e-commerce trend

By Dominic Rose

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.
Read Article
February 24, 2020

Imdex strong performance and a positive outlook

By Gary Rollo

  IMDEX Limited (ASX:IMD) has made a positive start to the current financial year reporting seven consecutive halves of revenue and earnings growth. Incoming Chief Executive Officer, Paul House came in to share the highlights of the announced results. IMDEX reported strong half-yearly revenue of $127.
Read Article
February 24, 2020

Will the Fed start buying equities?

Just when you thought the world of money could not get any more unusual, there is now talk – albeit only talk at this stage – of the Federal Reserve possibly buying equities.
Read Article
February 14, 2020

Blackmores – an incredible ride

By David Buckland

When Marcus Blackmore oversaw the float of his family’s business 35 years ago at $1. 00 per share, little did he (or anyone) realise that total dividends since 1985 would have aggregated to $27. 65 per share. Today, Blackmores (ASX:BLK) has a market capitalisation of $1. 36 billion, and the share price at $77.
Read Article
February 12, 2020

The Facebook juggernaut

Last week Facebook (Nasdaq: FB) reported its fourth quarter 2019 earnings, capping out a solid year for the tech giant. We highlight some interesting datapoints and insights to emerge from the result and explain why we are still optimistic about the growth prospects for Facebook. In Q4, there were 2.
Read Article
Previous Page Next Page

Funds

View all funds

Australian Equities

Income

Global Equities