APE is a $3.66 billion company. In the pandemic, it dropped from over $14 to below three dollars. In the last year, it is up from $9 to $14, with its results in February sparking a rally from $11 to $14.50. The automotive industry has been through a confusing couple of years thanks to COVID, which included a boom in secondhand car prices, a disruption in the supply network (no cars to sell), a ramp-up in costs. M ost of these factors are now improving helped by unrelenting orders for new cars (now being delivered) and particularly EVs thanks to…

JB Hi-Fi (JBH) was established in 1974 by Mr. John Barbuto (JB), trading from a single store in East Keilor, Victoria. He had one simple philosophy: to deliver a specialist range of Hi-Fi and recorded music at Australia’s lowest prices. It is now a $4.9 billion listed company with $9.2 billion worth of turnover and is one of Australasia’s fastest-growing and largest retailer of home entertainment.

THE NBN HISTORY Ten years ago Telstra was the best income stock in the Australian stock market. Then the government decided to roll out the NBN, which required Telstra to structurally separate its wholesale and retail businesses. That involved separating its network infrastructure and wholesale services from its retail operations. The idea was to promote…

Bit Frothy for a dull stock. Long-term solid, but you'd buy on weakness, and if you miss it, it doesn't matter. There are other more exciting stocks for anyone wanting to make money. DIVIDEND FORECASTS BROKER COMMENTS DESCRIPTION NIB Holdings (NIB) has been around since 1952. Twenty years ago, they were a regionally based private…

Had a request for Santos and here it is. Couldn't get excited I'm afraid – you'll see why.  Brokers seem to like it, and I'm sure a lot of SA investors hold it, but regional loyalty aside, it's a bit of a yawn. Quality, but little in the way of growth or income. Unless there's…

S32 is one of the most requested STOCK TAKES this week. Here it is. It hasn’t been performing well, in line with the Aluminium price, its major commodity correlation. Unlikely to dazzle you with growth, but a solid stock to leave in an income portfolio and not a bad time to buy it. Recent guidance…