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Author: Henry Fung - Partner Managing Director

Are Mirvac Shares (ASX MGR) A Stock To Buy?

by Henry Fung - Partner Managing Director Henry Fung - Partner Managing Director No Comments

Mirvac Property Trust (ASX MGR) is a real estate group focusing on real estate development and investment in Australia. Mirvac shares have seen strong growth this year from is steadily increasing within last month, from 2.1 to 2.43 this year and now has a market cap of 9.03 billion. The company has been named as the world’s most sustainable real estate company by Dow Jones Sustainability Index, differentiating them from other real estate groups. Read more

Henry is a co-founder of MF & Co. Asset Management with over 12 years experience as a trader, investor and asset manager. Henry’s focus is on High Net Worth Wealth Management and using algorithmic quantitative trading systems to invest for his clients. Henry also trains new Interns and Advisers on trading and risk management.

MF & Co. September 2018 Newsletter

by Henry Fung - Partner Managing Director Henry Fung - Partner Managing Director No Comments

From the Trading Desk

Welcome to the September edition of the MF & Co. Asset Management monthly newsletter.

For this edition:

  • New office and new Advisers at MF & Co.
  • Trading results from our clients, +18.47% in two months using options
  • Income trade we did for our Wealth Clients
  • Latest stock research from our Research team

Read more

Henry is a co-founder of MF & Co. Asset Management with over 12 years experience as a trader, investor and asset manager. Henry’s focus is on High Net Worth Wealth Management and using algorithmic quantitative trading systems to invest for his clients. Henry also trains new Interns and Advisers on trading and risk management.

Why Costa Shares (ASX CGC) Is A Long-Term Stock To Buy

by Henry Fung - Partner Managing Director Henry Fung - Partner Managing Director No Comments

Costa (ASX CGC) is Australia’s leading grower, packer and marketer of premium quality fresh fruit and vegetables. Most of its revenue is generated from five categories: mushrooms, berries, citrus, glasshouse tomatoes and avocados. It’s the number one blueberry grower in Australia, and it is aiming to bolster its avocado sector to be the market leader.

Costa shares listed in 2015 at A$2.25 and had a bumpy start, dipping to as low as A$1.84. However, Costa shares have more than tripled in three years, reaching A$8.5 in Jun 2018, before falling 10% to A$7.5 at the end of August 2018. Such growth over the years owes thanks to the shift in consumer taste to sugar-free superfood that it produces and its changes in technology that allows it to supply its key products all year round and realize extra profits in the shortage season. Read more

Henry is a co-founder of MF & Co. Asset Management with over 12 years experience as a trader, investor and asset manager. Henry’s focus is on High Net Worth Wealth Management and using algorithmic quantitative trading systems to invest for his clients. Henry also trains new Interns and Advisers on trading and risk management.

Are Ramsay Health Care Shares (ASX RHC) A Stock To Buy?

by Henry Fung - Partner Managing Director Henry Fung - Partner Managing Director No Comments

Ramsay group (ASX RHC) is one of the top 5 private hospital operators in the world. Ramsay Health Care operates 235 hospitals, day surgery centres, treatment facilities, rehabilitation and psychiatric units in Australia, France, UK, Italy, Indonesia and Malaysia.

In addition, Ramsay Health Care is one of the biggest private hospital operators in both France and Australia. In the past ten years, The Ramsay Health Care stock price has seen significant gains. However, Ramsay Healthcare shares have performed poorly recently. Read more

Henry is a co-founder of MF & Co. Asset Management with over 12 years experience as a trader, investor and asset manager. Henry’s focus is on High Net Worth Wealth Management and using algorithmic quantitative trading systems to invest for his clients. Henry also trains new Interns and Advisers on trading and risk management.

Why Volpara Health Shares (ASX VHT) Is A Stock To Buy

by Henry Fung - Partner Managing Director Henry Fung - Partner Managing Director No Comments

Volpara Health Technologies Ltd (ASX VHT) is a New Zealand-based healthcare research, and development company with global scalability. The company provides medical software, specialising in managing the breast screening detection and the flow of information between doctor clinic taking the screening mammogram x-ray.

Even though the company started life in New Zealand, it operates in all major global markets. Volpara Health Technologies has significant growth potential in the future through expansion into the US market. Read more

Henry is a co-founder of MF & Co. Asset Management with over 12 years experience as a trader, investor and asset manager. Henry’s focus is on High Net Worth Wealth Management and using algorithmic quantitative trading systems to invest for his clients. Henry also trains new Interns and Advisers on trading and risk management.

Why Bapcor Shares (ASX BAP) Is A Stock To Buy

by Henry Fung - Partner Managing Director Henry Fung - Partner Managing Director No Comments

Bapcor Limited (ASX BAP), previously known as Burson, is the leading provider of automotive aftermarket parts, accessories, automotive equipment and services in Australasia. Floated on ASX in 2014, Bapcor acquired a series of related automotive aftermarket companies from 2016 and it has been growing strongly ever since. The Bapcor share price started at AUD$2 in 2014 and more than tripled in less than three years, reaching AUD$7 per share, with Bapcor shares reaching a market cap of around AUD$2 Billion.

Through a combination of sustained organic growth and strategic acquisitions, it has transformed itself from a business primarily focused on the Trade segment of the automotive aftermarket into a group which now covers the full spectrum of the automotive aftermarket supply chain. It now has businesses in the Trade, Retail, Service and Specialist Wholesale segments, operating across Australia and New Zealand and more recently, South East Asia. Read more

Henry is a co-founder of MF & Co. Asset Management with over 12 years experience as a trader, investor and asset manager. Henry’s focus is on High Net Worth Wealth Management and using algorithmic quantitative trading systems to invest for his clients. Henry also trains new Interns and Advisers on trading and risk management.

Are Coca-Cola Shares (ASX CCL) A Good Stock To Buy?

by Henry Fung - Partner Managing Director Henry Fung - Partner Managing Director No Comments

Coca-Cola Amatil Limited (ASX CCL) is one of the largest bottlers in the Asia-Pacific region and one of the world’s five major Coca-Cola bottlers that generates its revenue from the manufacturing, marketing and distributing of a range of beverage and food products. With employment of more than 13,000 people, CCL operates in Australia, New Zealand, Fiji, Papua New Guinea and Indonesia, and is administered from its North Sydney’s head office.

Combined with its strong and well-diversified products line and industry-leading distribution channels, Coca-Cola shares is a market leader and the company’s share price has been on a steady uptrend since Sep 2017, surging from $7.744 to $9.220 at the time of writing.

However, increased health consciousness tends to negatively affect demand for soft drinks due to their high sugar content. Awareness of the risks of sugar-laden diets causing diabetes, obesity and cancer is booming. The backlash on sweet and fizzy drinks are expected to continuously weaken the trading in Australian beverages with all channels experiencing volume and price pressure because of competition and category trends. Additionally, the rise of private labelled brands from Wesfarmers (ASX WES) and Woolworths (ASX WOW) is putting pressure on Coca-Cola shares. Read more

Henry is a co-founder of MF & Co. Asset Management with over 12 years experience as a trader, investor and asset manager. Henry’s focus is on High Net Worth Wealth Management and using algorithmic quantitative trading systems to invest for his clients. Henry also trains new Interns and Advisers on trading and risk management.

Are Vocus Shares (ASX VOC) A Stock To Buy?

by Henry Fung - Partner Managing Director Henry Fung - Partner Managing Director No Comments

Vocus Group Ltd (ASX: VOC) is a vertically integrated telecommunications provider, operating in Australia and New Zealand. Vocus has built a world-class telecommunications infrastructure network across many capital cities in these two countries. At present, VOC has more than 30,000 km of fibre optic cable lays and more than 5,000 on-net buildings connected to the network.

VOC is the fourth largest telecommunication services provider in Australia with an 8% market share and like the wider telecommunications industry in Australia, has underperformed the wider market in the past few years. Read more

Henry is a co-founder of MF & Co. Asset Management with over 12 years experience as a trader, investor and asset manager. Henry’s focus is on High Net Worth Wealth Management and using algorithmic quantitative trading systems to invest for his clients. Henry also trains new Interns and Advisers on trading and risk management.

Options Trading Results +18.47% in 2 months – XJO & Equity Options

by Henry Fung - Partner Managing Director Henry Fung - Partner Managing Director No Comments

MF & Co. Asset Management Advisers have years of experience in the Australian equities and options market. Our Advisers have a focus on options trading because it gives us the flexibility to apply leverage, limit risk and profit when markets go up, down or even sideways.

Our options selling strategies take advantage of a normal market, allowing us to generate consistent income from selling premium, much like how Insurance companies like QBE and IAG sell insurance to collect premiums. The trades in this document are real trades we have done for clients which can be backed up by real contract notes on request.

If you would like more information about our options selling strategies, please contact us. Read more

Henry is a co-founder of MF & Co. Asset Management with over 12 years experience as a trader, investor and asset manager. Henry’s focus is on High Net Worth Wealth Management and using algorithmic quantitative trading systems to invest for his clients. Henry also trains new Interns and Advisers on trading and risk management.