Stock Analysis

Time to buy the dip in GUD?

G.U.D. Holdings (ASX:GUD) is a stock we recommended successfully late last year in The Dynamic Investor. More recently, the shares were sold heavily after the Company released results for the six months to 31 December 2023 (1H24). Accordingly, we recently researched the Company in The Dynamic Investor to assess whether current levels present another entry opportunity. About G.U.D. Holdings The core operations of GUD comprises only the Automotive segment, which provides a wide range of parts for both the automotive …

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Is ALQ still a value trap?

ALS Ltd (ASX:ALQ) shares recovered from a 1-year lows in November. However, the recovery was short-lived. Recent weakness prompted us to research ALQ in The Dynamic Investor to assess whether current levels present a more attractive entry point. About ALS Ltd ALS Ltd is a leading testing, inspection, certification and verification company, with operations in over 65 countries. Following the sale of the Asset Care business in late FY23, the Company now has two operating divisions: i. The Life Sciences …

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Is Alumina now a recovery play?

Alumina (ASX:AWC) shares started to recover from 10-year lows late last year. Signs of improved demand/supply conditions in the alumina market and progress on cost reduction initiatives have been the main reason for the recent recovery. With this in mind, we recently researched AWC in The Dynamic Investor. Have AWC shares simply recovered off its recent lows, or is Alumina emerging as a recovery play? About Alumina AWC’s sole asset is a 40% interest in the Alcoa Worldwide Alumina and …

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Downer shares are trading well, but are there risks?

Share price performance for ASX-listed contractors over the last 12-18 months has been muted. Skilled labour shortages continue, costs are escalating, and ongoing supply chain risks remain. However, recent Company commentary suggest that these pressures may be easing. With this in mind, we recently researched Downer EDI (ASX:DOW) in The Dynamic Investor to assess whether the risk/reward profile more appealing at current levels. About Downer EDI Downer EDI is a services company focusing predominantly on the maintenance of infrastructure, such …

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Time to buy Technology One shares?

We recently researched Technology One (ASX:TNE) in The Dynamic Investor after a period of weakness in the shares appeared to present an entry opportunity. Since our report, the shares have recovered well. Accordingly, we assess whether there is scope for further upside from current levels. About Technology One TNE is Australia’s largest enterprise resource planning (ERP) Software as a Service (SaaS) provider. The Company is the only SaaS provider with a fully integrated ERP suite and its entire enterprise suite …

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