stock valuation

Redflex: reinvigorated for growth in 2018

Clime Asset Management

One of the businesses we believe is well-positioned for a strong 2018 is traffic enforcement technology provider, Redflex Holdings (ASX:RDF). Show More

Is Citadel a buy at current prices?

Clime Asset Management

Citadel Group (ASX: CGL) is a leader in the development and delivery of managed service solutions to a range of government departments and private sector businesses. We believe CGL’s competitive edge is their expertise and deep experience in ‘managing knowledge in complex environments through integrating know-how, systems and people to... Show More

India’s thematics are great, but is it expensive?

Mugunthan Siva

Valuations provide investors with a margin-of-safety when investing. However, what appears cheap for one, may not be so cheap for another. The most commonly used measure, particularly where earnings are transparent and sustainable, is the Price-to-Earnings ratio i.e. what price am I paying for the future earnings potential of a... Show More

Join the conversation

The Monash four-point valuation checklist

Monash Investors Pty Limited

The single best way to generate strong returns is to identify stocks that are trading a long way from their fair price. This not only generates better results, but also creates a margin of safety that helps us hit our 80% success rate benchmark. As our objective at Monash Investors... Show More