Tim McArthur: SEEK Limited (ASX: SEK)
While it's important to be forward looking as an investor, that doesn't mean that the past doesn't count. SEEK has been an outstanding growth business and in my view remains so. The business is going through a period of investment which is affecting near-term reported profits, but its longer term earnings growth profile remains appealing. One analyst consensus forecast puts SEEK's earnings per share at 63.7 cents per share in FY 2017; implying a price-to-earnings multiple of 20 times. That pricing arguably looks reasonable considering the quality of the business and its future growth potential.
Tim McArthur does not own any shares in Seek.
Andrew Mudie: Crown Resorts Ltd (ASX: CWN)
As I mentioned towards the end of the last month, Crown looks to be a great long-term buy at current price. Shares are today 29% below the 12-month high, while the company's growth pipeline remains one of the most attractive on the ASX.
Crown's Australian operations are already dominant and the addition of a new Casino and entertainment precinct in Sydney will only aid this dominance. Crown has also purchased a block of land in Vegas (for around 10% of the price it was purchased for pre-GFC) which it will develop over the next decade to boost its reach, and, of course, its Asian operations are still ramping up. Crown also offers a fully-franked 3.5% yield which analysts expect can be sustained and grown over the long term.
Motley Fool contributor Andrew Mudie owns shares in Crown Resorts Limited.
Qaiser Malik: Crown Resorts Ltd (ASX: CWN)
Crown Resorts is making significant new investments in anticipation of a rise in tourism, particularly from Asia. New developments are taking place at Crown's Sydney, Melbourne and Perth resorts. A shift strictly from gambling and more towards entertainment is the new strategy to attract a larger customer audience.
The Macau investment has suffered a setback, but it is expected to be only for short term. The lower Australian dollar will help Crown's new of strategy, which if successful could result in a major lift in the share price.
Qaiser Malik does not own any shares in Crown Resorts.
Peter Stephens: Telstra Corporation Ltd (ASX: TLS)
Telstra has huge growth potential, with its pivot to faster-growing Asian markets having the scope to reinvigorate its bottom line. From this region, it aims to generate a third of total revenue within five years and, with it diversifying into healthcare, it offers increasing resilience and defensive qualities during a tough period for the Aussie economy. This, plus a dominant position in the domestic mobile market, mean that Telstra's slow-growth past is unlikely to be repeated in future. With it yielding 5.6% and expected to grow dividends at over twice the rate of inflation, its P/E of 15.9 holds appeal.
Peter Stephens does not own any shares in Telstra Corporation.
Rachit Dudhwala: iProperty Group Ltd (ASX: IPP)
iProperty Group Ltd is a speculative stock with promising growth potential. The company operates market leading property classifieds businesses, similar to REA Group Limited's (ASX: REA) realestate.com.au, throughout Southeast Asia. It owns the number one real estate classifieds portal in Malaysia, Thailand, Indonesia and Hong Kong.
In October, iProperty consolidated its dominance in Thailand by acquiring Prakard.com, the country's leading real estate website. It also provided a quarterly update where cash collections grew 67% year-on-year, placing it on solid footing to deliver record results this financial year.
Rachit Dudhwala does not own any shares in iProperty Group Ltd.
Ryan Newman: Burson Group Ltd (ASX: BAP)
I recently attended Burson Group's annual meeting and walked away even more confident in the company's future than I was previously.
Burson operates in the automotive aftermarket parts industry, which is relatively protected from an economic downturn. During tough times, people tend to hold onto their vehicles for longer creating more business for companies like Burson.
I also expect the recent purchase of Metcash Limited's (ASX: MTS) automotive aftermarket division will generate synergistic benefits for the business, over time, which should improve Burson's margins and scalability. The shares are trading for roughly $3.60 and offer a generous, fully-franked dividend yield.
Ryan Newman owns shares in Burson Group Ltd. The Motley Fool Australia owns shares in Burson Group Ltd.
Mike King: Flight Centre Travel Group Ltd (ASX: FLT)
Despite the Australian dollar losing ground against the US dollar – statistics have shown that it doesn't deter Aussies from travelling abroad. Instead, we tend to spend less when we arrive, which is great news for travel agent Flight Centre. The company has defied its critics over its retail stores for many years – when virtually everything is moving online – but Flight Centre's integrated model has proven its worth. With a large and growing slab of earnings coming from offshore, Flight Centre also offers some diversification should Australia's economy head south. With a forecast P/E of 14.9x and a dividend yield of 4%, fully franked, today's price looks attractive.
Mike King owns shares in Flight Centre.
Sean O'Neill: XERO FPO NZ (ASX: XRO)
Accounting software company Xero uses an aggressive growth strategy of reinvesting all of its sales – and then some – expanding its global footprint in order to generate even higher sales in the future. The company is also expanding into a number of parallel areas through partnerships with companies like Dropbox, and National Australia Bank Ltd. (ASX: NAB).
While a riskier stock not suited to every investor, Xero is building a powerful network effect and can use its data and market position to develop ever more useful applications for users, eventually becoming indispensable (and generating loads of recurring sales along the way).
Sean O'Neill owns shares of Xero FPO NZ. The Motley Fool Australia owns shares in Xero FPO NZ.
Owen Raszkiewcz: Retail Food Group Limited (ASX: RFG)
Buy what you know! Retail Food Group is the owner of Gloria Jeans, Pizza Capers, Crust Pizza, Donut King and much more. While retail stocks are generally fickle, Retail Food Group's offering (fast casual dining and coffee) arguably provides a more reliable and recurring service to consumers and investors. However, the best part is that its shares look cheap at today's prices after a 33% fall over the past six months. According to Morningstar research, analysts expect a dividend of 26 cents over its 2016 financial year — equivalent to a yield of 5.6% fully franked.
Motley Fool Contributor Owen Raszkiewicz owns shares in Retail Food Group.
