CEO Insights from Ian Narev, John Borghetti and Nick Scali

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More

10 key themes and 29 ways to play them

Morgans Financial Limited

Equity markets remain at the mercy of abnormal macroeconomic conditions such as unconventional central bank interest rate settings and heightened political uncertainty. Making bold portfolio decisions amid such uncertain conditions is a difficult and potentially hazardous exercise; hence our cautious Asset Allocation settings. Despite these challenges, we think that enduring... Show More

Microcap winners and losers

UBS Asset Management
UBS Asset Management Fund Manager

The world remains in a low growth environment. Revenue growth is difficult to come by, the bulk of the heavy lifting on cost out appears to be behind us and levels of investment (which would drive medium-term growth) remain at benign levels. Against this backdrop, we have the continued emergence... Show More

Updating the Chinese growth story

Nicholas Forsyth
Nicholas Forsyth Market Matters

Back on August 25th, we looked at the "increasing risks for the Chinese growth stocks" after they had suffered some significant declines. Investors who had entered the larger names, Blackmore's and Bellamy's earlier in the year, were losing money compared to the ASX200, which was mildly ahead. Chasing easy fast... Show More

The increasing risks for Chinese growth stocks

Nicholas Forsyth
Nicholas Forsyth Market Matters

Yesterday, one of the markets favourite stocks of the last 18 months, Blackmore's (BKL) literally fell off a cliff, collapsing almost 20% in the one day. In this reporting season, we have witnessed a few examples of "growth stocks" that are trading at very expensive valuations, being hammered when their... Show More

Upside for Capilano Honey

Michael Gable
Michael Gable Fairmont Equities

Capilano Honey (CZZ) is Australia’s largest honey processor and their various brands command a domestic market share of 70 per cent. They now have a joint venture with New Zealand based Comvita. Comvita is the world leader in Manuka Honey, which is highly sought after for its medicinal properties. Capilano... Show More

Daily AGM Note Friday 20 November 2015 - first strikes at Magnetic Resources and Kasbah Resources and close at Myer

Avatar fallback
Kym Sheehan The Executive Remuneration Reporter

Evidence of shareholder dissatisfaction at Slater and Gordon...not with the remuneration report, but with the grants to the Executive Directors. A second strike, but no Board Spill at SDI ...and some director election resolutions at other AGMs attracting significant proxy instructions to vote against. The Daily AGM note is updated... Show More

The Buy Side Brief: Three companies elevating themselves above their peers

Livewire Exclusive

With reporting season quickly becoming a distant memory, we reach out to three Livewire contributors to see if we can find a few companies that caught their attention and stood out from the competition. Responses come from Nick Leitl from the K2 Australian Absolute Return Fund, John Campbell of Avoca... Show More

Acquisitions provide platform for growth at Capilano

K2 Asset Management
K2 Asset Management Fund Manager

Capilano Honey (CZZ) is Australia’s largest packer and producer of honey and is the only listed company of its kind in Australia. Capilano is a well-recognized brand, with a dominant 70% market position supplied by over 500 beekeepers. CZZ is leveraged to the global Health & Wellness thematic, operating in... Show More

Capilano honey is a quality business but it looks expensive

Perpetual Limited
Perpetual Limited Fund Manager

Honey supply across Australia is currently low relative to historical levels, due to unfavourable weather conditions. Despite this Capilano Honey (ASX:CZZ) has been able to increase its market share by securing supply from local beekeepers and acquiring producers Chandlers and Kirksbees. ASX:CZZ also has the advantage of being able to... Show More

4 Top ASX Small Cap Stock Picks

Glennon Capital
Glennon Capital ASX:GC1, ASX:CMI

We recently talked about why we like: Capilano Honey Ltd (ASX: CZZ) , FSA Group Ltd (ASX: FSA), Sirtex Medical Limited (ASX: SRX) and IPH Ltd (ASX: IPH). Capilano Honey Ltd (ASX: CZZ) With a market capitalisation of $125 million, this stock continues to provide shareholders with sweet returns. After... Show More