We recently researched HMC Capital (ASX:HMC) in The Dynamic Investor on 24 September. We concluded that weakness in the shares presented an attractive entry point given HMC’s growth profile. The shares have since recovered strongly and are trading near all-time highs. With this in mind, we assess whether current levels still present an entry opportunity. About HMC Capital HMC Capital is an Australian diversified large-scale alternative asset manager with over $12.7b in Assets Under Management (AUM) as at 30 June …

Read MoreThe little-known asset manager experiencing rapid growth

Shares in Qube Holdings (ASX:QUB) have enjoyed fairly consistent gains over the course of this year. Its premium rating in comparison to global transport logistics peers reflects the Company’s investments (in land, terminals and physical infrastructure) which help drive QUB’s strong earnings growth. These factors have helped shift the EPS growth profile from around low-to-mid single digit over the last 2-3 years to high single digit currently. Accordingly, we recently research the Company in The Dynamic Investor to assess the …

Read MoreCan Qube’s shares trend higher without risk?