Compelling Stocks

Emerchants UK expansion unaffected by Brexit

Emerchants’ has stable banking relationships with it’s UK & European banks that should be unaffected by the political uncertainty in the UK. Instead, we sees their expansion into the UK markets as an underappreciated opportunity. Based purely on the Australian...

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Sky TV – Outlook Short

We knew there was something wrong at Sky Network TV (which is listed on both the ASX and NZX) when they posted their first fall in subscriber numbers in 20 years. Upon investigation, we found that NZ brokers were hesitant to say anything negative about Sky as many of...

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Coca-Cola Amatil – Outlook Short

Given the structural headwinds faced by CCL, we think that analyst forecasts are too high, as is the multiple that the market is placing on those earnings.  It is not the low risk growth company that it once was. In shorting CCL, we draw confidence from identifying...

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Emerchants is an issuer and processor of debit cards, ranging from reloadable cards through to traditional, single-store gift cards. It allows businesses to custom brand cards, for use by their customers or employees, and to limit that card use to certain stores or...

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Why Challenger keeps defying the doubters

Shane Fitzgerald says the Challenger business is perfectly positioned to benefit from a number of powerful themes. Having spent a lot of time analysing the company he explains why he thinks the market continues to underestimate the quality of this business. "What we...

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A fabulous company with a fabulous outlook

Catapult (ASX:CAT) is the leader in GPS tracking of athletes, a fast-growing sector with a bright future. Shane Fitzgerald from Monash Investors has owned shares in Catapult since before it listed and says the growth story is not being fully recognized. “The most...

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