Tag: stock quickie

September 4, 2020

Stock Quickie – ICS:ASX

How did we get here? Showed up on SWSt filter.  What do they do? They provide medical billing and collection services for the medical industry. Despite being an Australian company, they primarily operate in the UK under the MDC brand.  Weighing machine RoE of between 8-20% that seem to be quite vulnerable to being hit by changes in costs/environment/regulation, etc...

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August 14, 2020

Stock Quickie – MSB:ASX

Mesoblast – MSB:ASX How did we get here? Was mentioned on Buy Hold Sell: 5 of the best performing growth stocks (Livewire Markets – Youtube) and I thought I’d take my own look. What do they do? The world’s biggest pure play stem cell developer. Makes off the shelf stem-cell products for different uses. Currently have a number of products...

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August 12, 2020

Stock Quickie – MP1:ASX

Megaport – MP1:ASX How did we get here? Was mentioned on Buy Hold Sell: 5 of the best performing growth stocks (Livewire Markets – Youtube) and I thought I’d take my own look. What do they do? They service the business market,  providing network as a service. Allows for companies to be as flexible as they need through a dynamic...

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August 7, 2020

Stock Quickie – BAP:ASX

Bapcor – BAP:ASX How did we get here? Feel like I’d heard it mentioned by Roger Montgomery a few times, and thought it was worth a look. One opportunity we found during this crisis Bapcor (Dominic Rose – MGIM) */Another car parts company!./* What do they do? Australia’s leading provider of aftermarket parts, accessories, equipment and services for the automobile...

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August 5, 2020

Stock Quickie – SHJ:ASX

How did we get here? I was looking for functional businesses (positive RoE) trading under book value. They showed up on the search and I thought I’d look into them more. What do they do? They used to “Shine a light on injustice and make the world a better place one client at a time” (their vision statement c.2014), now...

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July 31, 2020

Stock Quickie – ANO:ASX

Advance Nanotek Ltd – ANO:ASX How did we get here? Showed up while looking through stock screeners: Australian Solid Balance Sheet and Fundamentals (Simply Wall St). What do they do? They make high grade Zinc Oxide powder for supply to the global healthcare industry. In the last few years, their profit margins have spiked significantly, presumably off the back of...

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July 29, 2020

Stock Quickie – IFM:ASX

Infomedia – IFM:ASX How did we get here? I came across this while looking through stock screeners: Australian Solid Balance Sheet and Fundamentals (Simply Wall St). */For some reason I keep getting car parts companies show up in my searches: NTD, SFC, now IFM. Maybe I should just buy Tesla…/* What do they do? They make parts and service centre...

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July 24, 2020

Stock Quickie – SCG:ASX

Scentre Group – SCG:ASX How did we get here? As with SUL, this is a continuation of the search for defensive positions. What do they do? They own and operate Westfield Living Centres, Australia and New Zealand’s largest shopping centre portfolio, but are currently facing lots of headwinds with the acceleration of e-commerce, mass mall closures, and the risk of...

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