Shares in Pact Group Holdings (ASX:PGH) have displayed the type of price action that suggests a turnaround is underway. Looking at the fundamentals though, there are some key aspects of the business that need to be addressed this reporting season. Consistent profit warnings and a restrictive balance sheet position (from high gearing levels) have led to a significant de-rating in PGH shares over the last 12 months. In late June, the Company announced a debt refinancing. In addition to giving …

Read MoreIs this a turnaround for Pact Group?

Carsales.com (ASX:CAR) released a trading update in mid-June. Here we assess the impact on the domestic business from ongoing declines in new vehicle sales. We also assess the implications for the balance sheet in light of a potential sale of the troubled Stratton business. Finally, we take a look at the chart of CAR and determine whether there is further upside from here. About Carsales.com Carsales.com is the largest aggregator of online automotive classified advertising in Australia. In its domestic …

Read MoreIs there more upside for Carsales.com?

We reviewed Australian Pharmaceutical Industries (ASX:API) at the end of June and since then the share price has steadily climbed higher. We take another look at the Company’s fundamentals and technical to see whether the shares can make a turnaround. In light of ongoing challenges in the core Wholesale Pharmacy Distribution and Retail divisions, which have weighed heavily on the share price over an extended period, we considered two potential circuit-breakers for the Company. They are the implications for API …

Read MoreAssessing a turnaround in Australian Pharmaceutical Industries

Tech stocks on the ASX have run hard during the last few years. Yet we have found one that is still cheap and has more upside to come. After a challenging period over the last 12 months, underlined by management changes, leadership uncertainty, unexpected profit downgrades and cashflow concerns, Integrated Research (ASX:IRI) appears to have turned a corner. We looked at the stock 5 weeks ago in The Dynamic Investor. Since then it has gone up 15% but we believe …

Read MoreThis tech stock is still cheap and has further upside

We revisit Tassal Group (ASX:TGR), with a view to tracking the progress on its prawn strategy (following a recent acquisition) and to assess the earnings outlook for the salmon business, which accounts for ~85% of group sales across three channels: Domestic Wholesale, Domestic Retail and Export. We also have a look at how it is trading and what the charts are telling us. About Tassal Group Tassal Group is Australia’s largest vertically integrated salmon grower. The Company produces, processes and …

Read MoreAssessing Tassal Group as an investment