Episode 10: Australian property, selling Class and buying Webjet

In this episode we talk through the Banking Royal Commission, and what that might mean for banks. We also review the quarterly updates for Catapult (CAT) and Envirosuite (EVS), and Matt outlines a huge challenge facing the worlds second largest economy, and what that might mean for Australia.

With shares up around 48 times in the past four years, is there still any upside to be had?

This company is the world leader in its chosen field, with daylight between it and its nearest competitor. Moreover, the industry itself is growing rapidly and the company in question has so far only captured less than 20% of the addressable market. Sales have been growing at a double-digit rate, …

Is it time to cut and run?

A decent first quarter has helped push shares higher

Environmental monitoring company Envirosuite (ASX:EVS) saw shares explode higher today, after the company released details of a strategic agreement to enter the lucrative Chinese market. The company has agreed to sell Mr Zhigang Zhang — described as a prominent leader in the Chinese environmental protection sector, and General Manager of Beijing BHZQ Environmental Engineering Technologies Co. — 50 million shares […]

Why higher prices are bad for stocks