These 2 ASX shares have been named as good opportunities fool.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from fool.com.au Daily Mail and Mail on Sunday newspapers.
These three ASX retail shares delivered double (and triple!) digit returns in 2021 fool.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from fool.com.au Daily Mail and Mail on Sunday newspapers.
ASX 200 flat, Lynas soars, City Chic jumps on Monday 26 July 2021 fool.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from fool.com.au Daily Mail and Mail on Sunday newspapers.
The fund manager in charge of
Spheria Emerging Companies Ltd(ASX: SEC) has revealed some of the ASX shares that it thinks look like good ideas at the moment.
Spheria’s investment philosophy is to buy companies with cash generative business models, with a demonstrated track record of solid returns at a sensible valuation given their industry dynamics and positioning.
Whilst Spheria believes that the world can overcome COVID-19, the threat of inflation and emerging signs of reluctance by central banks to “pump prime” to the same extent as they have since the emergence of COVID-19 means the fund manager is focusing its efforts on finding business models with pricing power and trying to avoid those that are likely to see unexpected compression in profit margins, such as mining contractors.