We recently researched Nick Scali (ASX:NCK) in The Dynamic Investor. We took the view that the shares were at risk of a de-rating given its elevated multiple. Since our report, the shares have declined by ~10%. This is likely due to two factors: i) Market concerns about a potential delay in the UK business reaching profitability and ii) A recent shift in market bias towards higher interest rates. Given the recent pullback, are current levels a more attractive entry point? …

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We recently researched SGH Ltd (ASX:SGH) after the Company released a trading update in early November. The trading update confirmed solid performances in WesTrac, improvement in Coates Hire and stronger-than-expected performance of SGH’s Media interests. Given the recent pullback, do current levels still present an attractive entry point? About SGH Ltd SGH Ltd (formerly Seven Group Holdings) is a diversified operating and investment group with interests in the industrial services, media and energy sectors. The Company’s industrial services division includes: …

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We recently recommended the JB Hi-Fi (ASX:JBH) in The Dynamic Investor. While the shares have mostly flat-lined since then, we still consider JBH to be fundamentally attractive. Are current levels an attractive entry point, or is it better to stay on the sidelines? About JB Hi-Fi JB Hi-Fi is a specialty discount consumer electronics and appliance retailer, operating in both the Australia and New Zealand (NZ) markets. JB Hi-Fi is the second-largest consumer electronic retailer in the Australian market, with …

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Shares in Imdex (ASX:IMD) have enjoyed a solid run in the last several months. This has been driven by supportive macro factors as well as internal initiatives that have improved financial performance. We recently recommended the Company in The Dynamic Investor. With the shares having recovered from its recent lows, are current levels still an attractive entry point? About Imdex Imdex is a global mining technology company that provides commodity agnostic solutions. Its customer base includes drilling contractors and resources …

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Stronger commodity prices, a reshaping of the asset portfolio and improved production have been the key factors supporting the higher share price for South32 Ltd (ASX:S32) over the last ~12 months. We recently researched the Company in The Dynamic Investor to assess whether S32 remains an attractive exposure to rising commodity prices. About South32 South32 is a diversified mining company with principal exposure to aluminium/alumina, coal and manganese operations. The asset quality of S32’s portfolio is high, with the majority …

Read MoreCould S32 be the next resource stock to boom?