This post formed the basis of an article which then appeared in the Australian Financial Review on 30 November 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. Premier Investments operate a number of fashion chains in Australia with brands such as Just Jeans, Portmans, and Dotti. Although these brands are mature, it is the new store roll-out of brands such as Smiggles and Peter Alexander which have caught the attention …

Read MoreBuying back in to Premier Investments (PMV)

This post formed the basis of an article which then appeared in the Australian Financial Review on 17 November 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. Baby Bunting (BBN) is Australia’s largest specialty retailer of baby goods and has more than twice the number of stores as its nearest competitor. The company has only been listed for a year but it has impressed the market by achieving sales figures …

Read MoreBaby Bunting getting close to being a buy

This post formed the basis of an article which then appeared in the Australian Financial Review on 2 November 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. When TPG Telecom (TPM) posted their full year results in September, the stock was trading on a lofty P/E of 28 times next year’s earnings.  Unfortunately for investors, the results came in under expectations, margins were facing headwinds, and the outlook was a …

Read MoreShort term trade with TPG Telecom

This post formed the basis of an article which then appeared in the Australian Financial Review on 14 September 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. A number of acquisitions in the last few years has seen Vocus emerge as a national telecommunications infrastructure provider. After merging or acquiring M2 Group, Amcom, and most recently Nextgen, Vocus has grown into a $4.7B company. Its only real competitors now are TPG …

Read MoreVocus should be on your shopping list

This post formed the basis of an article which then appeared in the Australian Financial Review on 6 September 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. Resources, mining services, gold – they have all had a great run this year. Be careful to lump them into the same basket though. While I think gold has potential upside (see my previous post), I can see dangers signs in other parts of …

Read MoreWarning signs on the BHP chart