Stock Analysis Archives - Page 50 of 72

Why we are buying TechnologyOne

June 20, 2019 by Michael Gable

We recently reviewed TechnologyOne (ASX:TNE) after the Company reported its results for the six months to 31 March 2019 (1H19). The share price had suffered a de-rating following the release of 1H19 results. This was because accounting changes caused a larger rebasing of earnings than original guidance, market expectations prior to the results release were very high, and the shares benefited from a rotation towards technology stocks. The shares are currently trading at the upper end of the historical 1-year …

Centuria Industrial: Defensive with a great dividend

June 13, 2019 by Michael Gable

Centuria Industrial REIT (ASX:CIP) is a stock that performs well in tough markets and pays an attractive dividend. Not only that, but when share markets head higher, it doesn’t get left behind. Since we sent out our research report to clients on 7 May, the CIP share price has increased by 5.6% compared to 4.1% for the S&P/ASX 200. CIP also yields 5.82%. Despite the recent lift in the share price, we still like the company. It is a stock …

Is there further upside for CSR?

May 30, 2019 by Michael Gable

After a massive share price boost post-election, is there further upside in the CSR Limited (ASX:CSR) share price? We have a look at both the fundamentals and technicals. Around two weeks ago, we revisited CSR in our client research report The Dynamic Investor (since then CSR has rallied over 18%. Click here to get an 8-week trial to this report) This was following the release of the Company results for the 12 months to 31 March 2019 (FY19). The stock was …

Finding the right time to buy Orora

May 23, 2019 by Michael Gable

Orora (ASX:ORA) is a high quality business that would be worth buying. For now though, it is one for the watchlist. This is why. After Orora (ORA) reported its half-yearly results in February. We recently downgraded our recommendation to NEUTRAL on the basis that overall earnings growth was likely to be impacted by challenges in the North America division. This is despite the resilience of the Australasian division. We revisited the Company’s fundamentals more recently, after the release of a …

It is too early to buy Ooh!Media

May 16, 2019 by Michael Gable

According to the top analysts, Ooh!Media (ASX:OML) is nearly 30% undervalued. However, we believe that it could still get even cheaper. We recently revisited Ooh!Media in order to assess the Company’s performance and outlook including the recently-acquired Adshel business. This has now positioned OML as the leader in the Australian and NZ outdoor advertising market, with the Company now accounting for around 47% of total industry revenues. The key areas of focus for investors ahead of the Company’s full year …