Investor Insights

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.
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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.
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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.
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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.
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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.
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February 10, 2020

Why there’s no stopping CSL’s charge to the top

By Roger Montgomery

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.
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February 7, 2020

A Montgomery reporting season preview

By Roger Montgomery

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. Meanwhile the ASX 200 industrial index, excluding financials, is trading on a record PE of 28. 5 times.
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February 7, 2020

Two reasons this bull market is set to continue

By Roger Montgomery

Since early 2009, soaring global markets have made shares an extremely rewarding place to invest. With profits likely to keep recovering, and interest rates and inflation likely to stay low, I see no reason why this bull market will not continue.
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February 4, 2020

What should we expect from BHP and RIO in 2020?

  In this week’s video insight Joseph takes a look at the outlook for the two major miners, BHP and Rio Tinto. Generally speaking 2019 was a positive year for the miners, BHP posted a total return of 25 per cent, while Rio Tinto’s performance was even more impressive with a total return of 41 per cent.
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