Episode 10: Australian property, selling Class and buying Webjet

This week, Claude & Andrew talk about the phenomenon that is Altium, why Claude continues to build a stake in 1300 Smiles and those stocks that are feeling the pinch from a slowdown in Aussie property (Bingo, Amalgamated Holdings and McGrath, among others).

The LaserBond (ASX:LBL) share price rose 11% on Tuesday following announcements of positive revenue and profit forecasts from the company. What does LaserBond do? Founded in 1992, Laserbond is a specialist surface engineering company that focuses on the development and application of materials, technologies and methodologies to increase operating performance and life of capital-intensive machinery components. LaserBond states that its […]

There’s no surer deflator of markets as uncertainty. It’s the key ingredient to any bear market; the more there is, the sharper the falls. That’s why the coronavirus is wreaking such havoc. No one really knows how far it will spread, how many deaths it will cause and how long it will last. The potential economic impact ranges from ‘sharp […]

Can the rally continue?

Although the market may be at record highs, there’s plenty of stocks that continue to languish. Of course, that’s to be expected for companies whose underlying fundamentals have stalled or worse, are going backwards. But there remain some truly impressive names that just can’t find favour with the market, despite going from strength to strength. Take auto-parts distributor and retailer […]

Medical imaging software provider Volpara (ASX:VHT) has delivered another set of strong results today, reporting financial results for the six months ending 30 September, 2019. Total revenue surged 197% to NZ$6.8 million, with subscription revenue up 148% to NZ$5.2 million. At the end of the period, Volpara’s level of annual recurring revenue was NZ$15.7 million, up from just NZ$4.8 million […]

Can this tech innovator follow in the footsteps of Nearmap?

There’s a growing sense of discontent today, and not unreasonably so for those who feel the system has let them down. And, let’s be real, it has let a great many people down. Unless you have outsized earning power, or have built up a decent portfolio of assets, life is getting increasingly difficult. And even if you do, life isn’t […]