Archive: December, 2020

December 17, 2020

Another stellar performance from Codan

By Andreas Lundberg

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.
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.
December 15, 2020

A review of markets in 2020

By Joseph Kim

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.
December 9, 2020

How to reduce the interest rate on your mortgage

By Andreas Lundberg

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.
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?

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.
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.
December 4, 2020

The stock Chris Demasi is quietly excited about

By Christopher Demasi

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? What did you make of the market reaction? SAP…
December 1, 2020

Why Flight Centre shares are soaring again

By Joseph Kim

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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