
IntelliHR (ASX: IHR) Update Post H1 FY 2022 Results
IntelliHR (ASX: IHR) is delivering reasonably strong sales growth but the increasing executive remuneration is well worth noting.
IntelliHR (ASX: IHR) is delivering reasonably strong sales growth but the increasing executive remuneration is well worth noting.
Strong growth in H1 FY 2022 supports the view that Objective Corporation is one of the highest quality ASX business, but can it justify the share price?
The drop in recurring revenue means that the company is lower quality than I had previously believed.
Dicker Data (ASX: DDR) achieved another year of very strong profit growth, assisted by the acquisition of Exeed.
Recent study shows effectiveness drops against infection and hospitalisation for kids.
Energy One (ASX: EOL) reported a weak profit result but still grew recurring revenue by 16%, in what was a tough half.
Diverger had a flat half but that’s not bad given its attractive price. And the company has credible growth plans going forward, offering potential upside.
Symbio is setting itself up for acquisitive growth in Asia, but the stock is arguably priced for perfection.
MSL Solutions (ASX: MSL) doesn’t seem to be focussed on growing free cash flow, now that the business has been stablised.
Salvatore Zofrea is a celebrated painter and printmaker and this show celebrating his drawing traces the artist’s personal journey from Italy to the Australian landscape.
The thing exists now, legally speaking, but the administrative schlepp is far from over…
Corum Group eked out some revenue growth in the first half of 2022, but board expects better (and are looking for a new CEO).
We don’t know what it means, exactly, but it’s rarely a positive sign in the short term.
Energy One’s acquisition of CQ Energy should create growth opportunities in renewable energy, but it also brings notable risks.
Raiz Invest (ASX: RZI) and Datadot (ASX: DDT) are both relatively out of favour, but both remain operating cashflow positive.
Eroad (ASX: ERD) had a decent quarter but continues to blame the pandemic for tough operating conditions, undermining confidence in management.
By my reckoning this company is trading on about 15 times earnings and yielding at least 4% in dividends. And growth is likely, albeit not certain.
Even though growth stocks are down considerably, in my view the top quality growth stocks are still up pretty overvalued.
This ASX listed med-tech company has an enterprise value of less than $200m, but has expanded its customer base significantly, as a result of the pandemic.