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4 Stocks and How I Intend to Play Them

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4 Stocks and How I Intend to Play Them Monday 24 August 2020 4 stocks and how I intend to play them My article today is a tale of four stocks that reported last week and how I intend to play them. All four would not be out of place in any quality portfolio. Tonight on my TV show, I ask three CEOs and one CFO of these four companies this question: what’s the case for believing your company is heading in the right direction? Today in my article, I’m giving you my views on these stocks. When Paul (Rickard) wrote about a2 Milk in October last year, it was $12.23. On Friday, it closed at $18.37. His article today sets out why he continues to like a2M and why growth investors should consider the post-result mark down as an opportunity to invest. Sincerely, Peter Switzer Inside this Issue 02 Why I like BHP, Coles, Domino’s and Tyro BHP, COL, DMP & TYR by Peter Switzer 05 Is a2 Milk still a buy? A2M by Paul Rickard 08 Reporting season, not horror season! Not as bad as feared by James Dunn Why I like BHP, Coles, 11 Buy, Hold, Sell – What the Brokers Say 24 downgrades, 22 upgrades Domino’s and Tyro by Rudi Filapek-Vandyck by Peter Switzer 17 “HOT” stocks 02 MP1, not CCL by Maureen Jordan Important information: This content has been prepared without taking account of the objectives, financial situation or needs of any particular individual. It does not constitute formal advice. For this reason, any individual should, before Switzer Super Report is published by Switzer Financial Group Pty Ltd AFSL No. 286 531 acting, consider the appropriateness of the information, having regard to the Level 4, 10 Spring Street, Sydney, NSW, 2000 individual's objectives, financial situation and needs and, if necessary, seek T: 1300 794 893 F: (02) 9222 1456 appropriate professional advice. Why I like BHP, Coles, Domino’s and Tyro by Peter Switzer This is a tale of four stocks that reported last week could affect the iron ore price. This would then affect and how I intend to play them. All four would not be the share price. But if it fell to the low $30s, I’d be a out of place in any quality portfolio. Tonight on my TV buyer because I think the company will benefit from show, I asked three CEOs and one CFO of these four the eventual post-virus global recovery. companies this question: what’s the case for believing your company is heading in the right The analysts surveyed by FNArena think a $39.49 direction? I asked this question because these target is on the cards. This means it would be 3% leaders won’t comment on their share price but higher from its current level of $38.36. So if you saw a that’s what I want to know. price of $35 or lower and you didn’t hold BHP, I’d call it a buy because a $5 gain on a $35 buy-in price By this time next year (post August reporting season is a return of 14%, before a grossed up franked 2021), I think the share prices of all four companies dividend of about 5%. At $35, this quality stock is a will be higher. Each of these four stories has a bargain. different subplot and (depending on whether you hold these stocks or would like to) the critical difference is Peter Beaven’s take on the company also adds to the timing of any purchase any investor might want to the case to being programmed to be a dip-buyer of make. BHP. The four stocks in question reported last week and on BHP 2015-2020 this week’s Switzer TV Investing show you can see my interviews, which you should take in if you hold the stocks in question or intend to for sensible investing and wealth-building reasons. The stocks I’m referring to can be classified as two blue chips and two stocks for the new age. And yep, because of that, they have potential. I hold two of these stocks but will pounce on the other two if a buying opportunity arises. 1. BHP – the big Australian 2. COLES – the new home of great value! The first stock is BHP, of which I have a biggish holding. Paul (Rickard) and I told you that Coles around $11 or $12 was a decent buy. Now it’s an $18 stock but The Coronavirus crash was a perfect buy-in after listening to my interview with the CEO of this opportunity when its share price fell to around $28. supermarket giant, I suspect it falls into the same Since March 23 there’s been around a 35% gain! My class as BHP — great to buy on a dip, if one shows interview with CFO Peter Beaven indicates he thinks up. But you could buy this company now and maybe Brazil will eventually start adding to supply, which still see a nice gain over the next 12 months. Here’s Monday 24 August 2020 02 the chart that shows how the Coronavirus, the Domino’s is another share I don’t hold (and I’m lockdowns, home-cooking and the escalation of kicking myself because I’ve always admired its CEO buying online has turbo-charged Coles’ share price. Don Meij). I’ve always noted that Domino’s is a company that the market falls in love with, then finds Coles (COL) 1-year chart reasons to fall out of love with it. The Coronavirus has given the company and the share price a boost but the uptrend was there before the virus and home-working helped online takeaway food businesses. Domino’s (DMP) 5-year chart The pandemic has given Coles a 40% boost, which I thought would have to be pared back when we get back to normal (whenever that may be). But what CEO Steve Cain has in store for his stores makes me think that these guys could go higher on the likelihood that, for most of the reporting season (which ends at the end of December), businesses like Coles will See how in August 2016 the market gave up on remain in the box seat. Big office block businesses Domino’s, then forgave it partially in 2018, and aren’t in any hurry to go back to the CBDs and rejected it again during Donald Trump’s trade war workers from home (who have helped Coles) will still period when stocks fell. But when the bounce-back be home-based, especially in Victoria! started in early 2019, DMP was slow to be loved. However by mid-2019, the market started to rethink Steve Cain also has a number of innovations in place, DMP’s problems and the Coronavirus hardly hit the including something called Ocado, which is a company at all and has grown because of it. UK-based centralized fulfilment solution company. Back in October last year, the AFR reported on the But it’s not just a ‘workers at home pigging out on deal between Coles and Ocado. “Mr Cain said he pizza’ story. Have a look at my interview with Don expected the partnership, which includes a new and you’ll see reasons to believe that these guys are website and two automated centralised fulfilment definitely a buy-on-the-dip play. One intriguing aspect centres, would boost online sales by about $1 billion, of the market’s set against DMP was a belief that the double its home-delivery capacity, reduce likes of Uber and Deliveroo were going to eat cost-to-serve and lead to improved profit margins for Domino’s ‘lunch’, as they were the leaders in online Coles Online,” wrote the AFR’s Sue Mitchell. ordering and delivery. And this was before the damn virus increased Cain’s That hasn’t been the case. The parallels with the online and hone delivery customers. market that expected Amazon was going to kill JB Hi-Fi and Harvey Norman were vastly exaggerated. Coles is a definite buy on a dip but given the DMP has surged despite their rivals and Don explains innovation plans, it could be a decent investment why. This is definitely a ‘buy on the dip’ stock but now. I don’t hold Coles these days but with a decent note the analysts think a 19.2% is needed before it’s pullback, I’d be happy to be a shareholder again. a buy. 3. DOMINO’s – zero contact pick-up and delivery! 4. TYRO – new kid on the block Monday 24 August 2020 03 My final stock is a buy anytime company and analysts needs of any particular individual. It does not see Tyro going 11.3% higher. Yep, I hold this one and constitute formal advice. Consider the it’s a part of my ZEET tech stocks collection — Zip, appropriateness of the information in regard to your ELMO Software, EML Payments and Tyro. And my circumstances. interview with the CEO Robbie Cook made me remain a believer in this company and its potential. The key points CEO Robbie Cook made were: The company has 10% share of the SMEs in the health, hospitality and retail sectors. Cook thinks 20% is a realisable target. Victoria is 23% of its total business. After lockdown, there should be a business spike. The whole COVID-19 experience will reduce the use of cash and escalate the use of cards, which is good for Tyro. Cook thinks Tyro’s investment in the hospitality food ordering and payments app menu, which means people at pubs can basically sit at their table and order via their app, will be another favoured activity in a COVID-19 affected world.
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