MACA Limited Well Positioned Despite Downturn

According to the Department of Industry, Innovation and Science, Australia’s earnings from resources and energy exports are forecasted to decline 7 percent from 2014–15 to $160 billion in 2015–16 and subsequently grow at an annual average rate of 3 per cent to $208 billion (in 2015–16 dollar terms) by 2020–2021. History has taught us that we should be careful with predictions, but given the cyclical nature of commodities, we believe there is scope for growth in the sector. However, not every company will do well, even if the resources sector turns around. If investors want transitional exposure to a turnaround in the sector, one such opportunity could be MACA Limited (ASX:MLD). The stock is up more than 50% year-to-date and also in positive territory over the past 12 months. Investors should pay close attention to companies that outperform in a bearish industry.

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Xped Targets Commercialisation of ‘Internet Of Things’ Technology

The ‘Internet of Things’ is an increasingly popular topic, which becomes evident when you follow discussions on stock or technology forums. Studies estimate that the number of devices connected to the internet could grow to around 50 billion devices (or more) by 2020, with an annual growth rate of roughly 35%. Other estimates indicate that producers and service suppliers in the IoT space could potentially generate revenue of more than US$300 billion by 2020 with some studies even pointing to $US1 trillion.

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Challenger (CGF) – One Of The ‘Safest’ Bets in Retirement Planning?

A recent survey conducted by the Australian Bureau of Statistics (June 2015) reveals that the proportion of people older than 65 years of age increased 26% between 1995 and 2015. During the same period, the number of people over 85 years grew 148%, compared with the total population growth of 32.1%. The average life expectancy in Australia is 83 years, much higher than the world average 71.7 years. Subsequently, the total number of SMSFs have risen from 991k in 2014 to 1.05 million in 2015. These dynamics highlight the rising demand for retirement planning in Australia.

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What You Need To Know About Carsales.com

Over the past few months, many retail investors have asked me what kind of companies we look for in a bear market. While this is a very complex question, one simple approach could be to look for stocks that outperform the market, or rise despite overall declining equity prices. Many investors still believe in the myth that stocks that have fallen will eventually come back up again. This might be true for some companies but it’s definitely not a rule (this should not be misunderstood with value investing). In fact I believe that stocks that trend higher often rise for a reason, and those reasons are worth exploring. I’m not saying, that you should buy every stock that climbs, but I believe that every stock that can defy the downtrend is worth analysing.

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Dulux Group – What You Need To Know

Research has shown that the total value of home renovations has climbed only 4.1% since 2013. However, this value is expected to surge another 4% in 2016 alone. This rise has been predicted on the backdrop of low interest rates along with a substantial growth in dwelling prices. It is also worth taking note of the consistent growth in demand for new properties in the recent past. Let us now have look at how these dynamics will effect one of Australia’s most recognizable paint brand, Dulux Group:

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SEEK Is Transitioning From Growth Stock To Blue-Chip; Outlook Remains Strong

When was the last time you applied for a job on SEEK? The Australian job portal was visited more than 35 million times on average per month in 2015. SEEK’s international websites received even more than 340 million clicks. Having been in the business for 18 years, SEEK has established itself as the domestic market leader for online job employment. As a reward for doing things differently, SEEK Ltd was also named the 14th most innovative growth company by Forbes. However, I’ve been asked many times if SEEK’s stock is currently in buy territory or if there are better opportunities elsewhere. In order to answers this let us dig deeper into the company’s profile:

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Is BPF’s Growth Strategy Sustainable?

Bulletproof started off as a managed services provider to small and medium size organisations in 2000, and has since been expanding its operations to cater to some of the largest Government and private organisations in Australia. Wise-Owl recommended Bulletproof in September 2015 and the stock has gained more than 30 per cent in the past two months. With the stock up 65% YTD, today we are asking the questions: What is BPF’s future outlook? Is the growth sustainable?

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iCollege Growing Through Earnings And Acquisitions

iCollege Limited is an Australian consumer services company focused on Vocational Education and Training (VET). The company has been acquiring and assembling a portfolio of Registered Training Organisations (RTO). It uses a cloud-based system for its learning management platforms that offer a range of accredited and non-accredited courses. iCollege listed on the ASX in May 2014 via a reverse takeover of DGI Holdings Limited.

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Carnarvon Petroleum – A Speculative Opportunity?

As blue-chip stocks are running out of favour, investors should start paying more attention to small and mid-cap growth stocks. The ‘Small Ordinaries’ index has recently outperformed the ‘S&P/ASX200’ and research suggests that diversification into growth companies is healthy for most portfolios. Today’s stock in focus is the oil and gas explorer Carnarvon Petroleum (ASX:CVN) which made headlines in 2014 following a significant oil discovery in the North West Shelf of Western Australia.

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Investing In Stocks Or Managed Funds?

Should the average Australian Self Managed Super Fund (SMSF) investor build his own portfolio of individual companies or is he/she better off putting his money in a managed fund? Investors ask me this question on a daily basis and given the strong long-term returns of some fund managers it is certainly a valid question. After all why would a hobby investor be able to make better decisions than a professional? Personally I don’t think there is a right or wrong answer and the answer will likely depend on the investor’s individual position, strategy and goals. In order to make an educated decision, one has to be fully aware of the risks and rewards associated with these options.

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The World’s First Bitcoin Company To Go Public – What’s The Outlook?

Bitcoin Group (ASX:BCG) is set to become the world’s first bitcoin company to list on a major stock exchange. Bitcoin Group is seeking to list on the Australian Stock Exchange (ASX) through an Initial Public Offering to raise $20 million. The proposed listing on the ASX is scheduled for 11 November 2015. With limited operating history, is it too risky to invest in Bitcoin Group? In order to answer this question we have to understand how the Bitcoin currency works, what the company does and most importantly what will affects its share price. Let’s take a look.

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Freelancer Goes Through The Roof, Will The Bullish Run Continue?

Freelancer Limited is currently one of the hottest stocks on the ASX and is reaching fresh all-time highs on a daily basis. Following the successful IPO in November 2013 Freelancer Limited hit a low of 52 cents in November 2014, however this proved to be an inflexion point for the company. Since then the share price has tripled and gained attention of many high quality institutional investors. Will the bullish run continue? Let’s have a closer look at the company.

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