Stock Analysis

Is buying PEXA a way to get exposure to property upside?

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In its relatively short history as an ASX-listed Company, PEXA Group (ASX:PXA) shares have traded with a high degree of volatility. The downtrend in the shares over the last couple of years is mainly due to expansion; both into the UK market overseas and away from its core exchange operations. While these businesses have been loss-making, there is scope for increased profitability. With this in mind, we recently researched PXA in The Dynamic Investor to assess the prospects for a …

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Weakness in Aristocrat shares is a buying opportunity

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In early August, we researched Aristocrat Leisure (ASX:ALL) in The Dynamic Investor. We recommended the stock as a buy. Our view was that the stock presented an opportunity on weakness – in particular in light of the recently-outlined growth opportunities for the Interactive division. With the shares having since recovered, we assess whether current levels still present a re-entry opportunity. About Aristocrat Leisure Aristocrat Leisure is a slot machine manufacturer. The Company has operations in Australia & NZ (ANZ), the …

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Are Metcash shares ready to play catch-up?

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Shares in Metcash (ASX:MTS) have traded off its recent lows for the year. This prompted us to review the Company’s recent results and fundamentals to assess the prospects for a further recovery in the share price. About Metcash Metcash is Australia’s leading wholesale distribution and marketing company for the independent grocery channel. It has a diversified business across the food, grocery, hardware and liquor sectors. The Company is the 4th largest player in the domestic supermarket segment. The Company operates …

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Is Premier Investments a retail stock worth buying?

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We recommended Premier Investments (ASX:PMV) in The Dynamic Investor in mid-May this year. Our primary reason for doing so was that the shares were undervalued in light of the potential upside from Smiggle/Peter Alexander demerger plans. The shares rallied since and we recently revisited our mid-May report to assess whether there is further upside in light of the recent Myer proposal. About Premier Investments Premier Investments owns global retail brands Smiggle and Peter Alexander as well as a portfolio of …

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Is Nufarm good value, or a value trap?

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Continued weakness in Nufarm (ASX:NUF) shares since the release of interim results in May have placed the shares in value territory. With earnings set to recover in FY25, do current levels present an entry opportunity? About Nufarm Nufarm is a leading crop protection and seed technologies company. NUF develops, manufactures, and distributes a range of herbicides, insecticides and fungicides. These products are used by growers to protect their crops against weeds, pests, and diseases. In Crop Protection, NUF primarily operates …

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