BUY HOLD SELL – Kogan (ASX: KGN)

Kogan (ASX: KGN) is a portfolio of retail and services businesses that includes Retail, Marketplace, Mobile, Broadband, Insurance and Travel offerings. To put all that in context, it has been dubbed by some the ‘Amazon of Australia’. Much of Kogan’s recent success has been fueled by a significant lift in sales, earnings and customers as…

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BUY HOLD SELL – REA Group (ASX: REA)

REA and its subsidiary companies make up a global online real estate advertising company headquartered in Melbourne, Australia. REA is majority-owned by News Corp Australia, a subsidiary of News Corp. The Group grew from realestate.com.au, Australia’s largest property website which remains number 1 across all platforms, with a monthly unique audience of 8.8m users. REA…

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EOS operates in the Space and Defence Markets

Buy Hold Sell: Electro Optic Systems (ASX: EOS)

Electro Optic Systems (ASX: EOS) supplies laser optic sights to the US, NATO and Australian military and counter-drone technology and has recently made an acquisition, Audacy, that will see it enter space. The company has cutting edge laser guidance systems allowing remote access targeting. It also has communication systems and now space capabilities. It is…

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BUY HOLD SELL – Afterpay (ASX: APT)

Afterpay (ASX: APT) traded as low as 801c in March and now trades back towards 4000c, the question on everyone’s lips is, ‘is it too late for me to buy APT?’ Tied up in the answer is how macro headwinds and COVID-19 will influence the BNPL sector. Commentary surrounding the BNPL sector and the influence…

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ASX: BUY HOLD SELL – COL

Coles. We all know it. Most of us probably even shop there. It has come under fierce competition in recent years and in November last year was spun out of Wesfarmers (WES). Almost a year on, we take a look at how the retail giant has performed and what might lie ahead. Before we get…

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ASX: BUY HOLD SELL – IRI

Integrated Research is another Aussie IT success story. The company operates in more than 75 countries and services some big, global businesses (as can be seen in the graphics below) providing performance monitoring, diagnostics and management software solutions for business-critical computing environments. Source: IRI FY2019 Results Briefing The Company's principal activities are the design, development,…

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