BUY HOLD SELL – Nick Scali (ASX: NCK)

The median Sydney house price is rising by nearly $6000 per week. In Melbourne, it is a similar number. Central banks and regulators are stepping in with tougher macro-prudential rules but that isn’t going to going to stop the boom. CBA calculating national prices will rise 7% in 2022 despite APRA’s move to lift serviceability…

Read more

BUY HOLD SELL – Cettire (ASX: CTT)

In the instant gratification world, the younger generation lives in today, Instagram, TikTok, cryptocurrencies and NFT’s are the mediums through which a ‘career’ for a very loose use of the word can be formed. Most of them fuel a culture that goes against every financial theory you learn at university. A dollar today is worth…

Read more

BUY HOLD SELL – Harvey Norman (ASX: HVN)

A company that doesn’t require much of an introduction is Harvey Norman (HVN). An Australian retail icon that has been around for donkey's years. The antics of Chairman Gerry Harvey have been in the spotlight recently with the media highlighting his reluctance to hand back Job Keeper repayments after recording a 75% jump in net…

Read more

BUY HOLD SELL – Healius (ASX: HLS)

Healius (HLS) is a leading healthcare company that operates three main segments – pathology, imaging, and day hospitals/IVF. Recent support has flowed from its involvement in COVID testing, the pathology unit hit the 3m tests milestone back in May. The emergence of the Delta strain signalling to some that testing is likely to remain a…

Read more

BUY HOLD SELL – Integral Diagnostics (ASX: IDX)

Integral Diagnostics (IDX) – Is a leading provider of medical imaging services in Australia and New Zealand. IDX provides state-of-the-art diagnostic services at 72 radiology clinics, including 26 comprehensive sites (which offer a greater suite of services). The business employs some of Australia’s leading radiologists and nuclear medicine specialists. IDX has quietly moved through the…

Read more

BUY HOLD SELL – Johns Lyng Group (ASX: JLG)

Johns Lyng Group (JLG) is a building services company that specialises in emergency construction works. Its core business centres around restoration of properties that have been damaged by insured events like floods and fire. Its client base is made up of insurance companies, local and state governments, and retail customers. Most (80%) of JLGs revenue…

Read more

BUY HOLD SELL -Magellan Financial Group (ASX: MFG)

Magellan Financial (MFG) – Is a specialist fund manager offering four core investment strategies – Global Equities, Global Listed Infrastructure, Sustainable, and Australian Equities (via Airlie Funds Management). The divisions target retail investors in Australia and NZ and institutional investors around the globe. The bulk of its revenues come from management fees which are derived…

Read more
Endeavour Group (ASX: EDV) Dan Murphy's

BUY HOLD SELL – Endeavour Group (ASX: EDV)

Endeavour Group (ASX: EDV) is the value release from Woolworths (WOW) and the biggest capital market transaction of the year with a $12bn valuation on listing. The split is as neat as they come with a one-for-one distribution of Endeavour shares to Woolworths shareholders. WOW will keep a 14.6% interest in EDV, and Bruce Mathieson…

Read more