5 Stocks for Your Watchlist

Does your portfolio look like Today or Tomorrow?

Following on from our August stocks, here's 5 stocks to compliment your investment portfolio this September.

Here are 5 stocks on our radar that we believe will fall on the positive side of the ledger throughout the coming months.

Dubber (ASX: DUB)

Dubber has seen significant growth in the past quarter against a backdrop of economic and social volatility, with increases of demand stemming from the work-from-home (WFH) trends and developments in the enterprise sector. Partnering with several service providers, the cloud-based call recording software company has seen an increase of 40,000 users in the past year – the most the company has ever seen in its history and projected to grow even further with a substantial pipeline of confirmed orders.

The software company has two significant unique properties that we believe will establish the firm as a market leader in the software industry. Dubber’s technology will allow large service providers to improve their core infrastructure without lengthy scoping periods, significant infrastructure change programs or excessive capital expenditure – underlying its simplicity in being deployed whilst still adhering to regulations. In addition, they have begun their strategy in integrating their voice-recording software as a part of mobile phone plans, increasing users for the company’s core services. With an increasing demand for voice-recording and a complimenting growth strategy, Dubber is an attractive investment that investors should consider.

Altium (ASX: ALU)

Engaged in the development and sale of computer software for the design of electronic products, Altium (ASX:ALU) presents an invaluable opportunity for investors in gaining generous returns due to its financial strength, unique product offering and attractive early market adoption.

The proposed Altium Designer 20, Altium Online Store and Full Altium 365 Launch has exceeded the 50,000 subscriber growth target by up to 17% and a record revenue growth of 27% in China – a key market that Altium’s revenue will exponentially grow in due to pirating concerns that have been mitigated through cloud and subscription-based services. Similarly, Altium exhibits robust financial strength as the fastest growing EDA company with 9 consecutive years of double-digit growth and expanding margins. With extremely attractive growth rates in rapidly growing markets, Altium as a dominant market player shows desirable forecasts into the future.

NEXTDC (ASX: NXT)

As one of the few domestic players in the data center industry, NEXTDC (ASX: NXT) is highlighted as one of the gold-standards in the sector with strong EBITDA growth of 21%. As COVID-19 has accelerated the digitization and shift towards online platforms, cloud computing and data centers have seen a greater demand for its services. It has also been able to secure prime locations due to the early mover advantage. In addition, they are planning to employ additional centers in Melbourne and Sydney – deeming it an attractive investment for investors.

Regis Resources Ltd (ASX: RRL)

Regis Resources Ltd (ASX:RRL) is a Perth-based gold production firm with projects spanning in Western Australia and in the Central Western region of NSW, with previous track record of performing mid-sized operations in Africa. The mining company was able to meet full year production guidance of 352,042 ounces even with operational inefficiencies due to COVID-19 and a two-week mill outage at Garden Well. In conjunction with the record cash flow from operations at A$109 in the most recent quarter, there is huge upside potential in the growth of Regis Resources.

However, their relatively low All in Sustaining Cost of $1,230 per ounce and McPhillamy’s Gold Project are the company’s key drivers in future growth. The McPhillamy’s Gold project is one of Australia’s largest undeveloped open pit gold projects with an Ore Reserve of 60.8 Mt @1.04 g/t for 2.02 Moz, currently in the third stage of a five-step process. In addition, because of the existing drillings currently undergone at the Garden Well Underground and Baneygo Project, these continue to support the potential for resourcing and favourable forecasts in FY21.

Macquarie Group (ASX: MQG)

Macquarie Group (ASX: MQG) is an Australian investment bank with operations across 31 markets in asset management, financial services, commodities and securities trading, investment banking and principal finance.

Our buy conviction is supported by Macquarie’s diversification from investment banking towards infrastructure finance to produce recurring income streams as a long-term risk management strategy against changing market conditions.

Macquarie’s long-term success within the foreign markets has been underpinned by its reputation and expertise as a world’s leading infrastructure manager and its focus on ESG commitments in fast-growing Asian markets have created strong growth opportunities.

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