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Author: Henry Fung - Partner Managing Director

CSR Shares (ASX CSR) In Growth Phase Leveraging Sustainability Push

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

CSR shares (ASX CSR) is an Australian listed company that manufactures and sells building products, aluminium, and house design solutions.

Like a number of its industry counterparts, CSR incorporates a range of self-owned products in residential and commercial construction markets. With a strong sense of social and environmental responsibility, CSR is actively involved in advanced materials innovation, sustainable workplaces, and providing integrated housing solutions. 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 Qantas Shares (ASX QAN) Will Continue To Fly High

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

The skies are clearing for Australia’s flagship carrier Qantas Airways (ASX: QAN) as it continues to stand out from regional rivals. The Australian aviation icon has impressive cash generation, and record pre-tax profit and Qantas shares have risen more than 30 percent over the last 12 months.

However, the volatile fuel price and domestic opportunities could mean there is turbulence ahead for the Qantas stock. 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 You Should Buy Flight Centre Shares (ASX FLT)

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

Flight Centre Travel Group Limited (ASX FLT) is the leading travel agency company in Australia and has grown its market share via expansion with a diversified portfolio of worldwide businesses. Flight Centre shares strong cash position allows it to continue to grow via acquisition with limited debt.

he penalties for its price-fixing arrangements might lead to weaker performance this financial year and new entrants stem from the abolishment of travel agents licensing might impose further threats on Flight Centre’s current market position. 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.

Should You Buy Treasury Wine Estates Shares (ASX TWE)?

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

On 17th May 2018, The Australian Financial Review released an article on Treasury Wine Estates (ASX TWE) supply glut in China. The news is troubling, as the supply glut is material but was not announced to the market. Should you buy Treasury Wine Estates shares after this? 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.

How the royal commission will affect the banks (CBA, NAB, WBC, ANZ) – Monthly Newsletter, May Edition

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

From the Trading Desk

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

For this edition:

  • How the royal commission will affect your bank stocks
  • Latest stock research from our Research team
  • An example of an income trade we did for our Wealth Management clients
  • April results for the qaunt driven growth model portfolios

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.

Fortescue Metals Shares (ASX FMG) Is An Undervalued Stock To Buy

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

Fortescue Metals Group (FMG: ASX) is one of the largest mining companies in Australia. With a low price to earnings (PE) ratio compared to its peers and strong growth, Fortescue Metals Shares has a lot of upside to give.

Unfortunately, the company’s 3rd quarter performance has been poor and an overdependence on exporting to China (89% of exports go to China) has created a substantial risk that an overall fall in demand in the Chinese iron ore market could have an adverse effect on FMG. 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 Sims Metal Management (ASX SGM) Is A Stock To Buy

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

Sims Metal Management Limited (ASX SGM) is the leading metals and electronics recycling company in the world. The company has streamlined its operations and built a reliable supply chain by integrating complementary firms. SGM has a strong distribution network that can reach the majority of the potential market.

However, the political changes in product standards and the fluctuation of the currency exchange rate would significantly affect its sales in target markets since SGM has operations in numerous countries. 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.

Lynas Shares (ASX LYC) A Rare Earths Stock To Buy

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

Lynas Shares Corporation Ltd (ASX LYC) is a leading rare earth mining company in Australia, founded in 1983. ASX Lynas Shares own one of the highest-grade rare earth mines in the world and the company has continuously grown its revenue since 2014.

Although Lynas does not have a strong market share in the global market, it has great potential due to the increasing demand for rare earth in the Australian market. Lynas rare earth oxides are mined and processed at the Mt Weld Concentration Plan in Western Australia and then shipped to an industrial port in Kuantan, Malaysia for further processing. 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 CBA Shares (ASX CBA) Are The Best Bank Shares To Buy

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

CBA shares (ASX CBA) have recently gotten into hot water over the royal banking commission. Despite this, CBA is still the best bank shares to buy and the royal commission into the Financial Planning arm won’t affect them as much as people think. The recent price pressure is an opportunity to buy the stock.

We go into more detail about why the banks are still a great buy in our May monthly newsletter – How the royal commission will affect the banks. On top of this, CBA is easily the best bank out of the major four on a number of qualitative and quantitative factors. 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.