articles by Andreas Lundberg
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Super Retail Group continues to shine
Andreas Lundberg
August 19, 2019
Super Retail Group is one of the few Aussie bricks-and-mortar retailers to successfully navigate the online era and thrive. Their new chief executive says he’s confident of growing profits this year despite a $9 million hit from higher wage costs. Continue…
by Andreas Lundberg Posted in Companies.
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Infrastructure needs and the migration debate
Andreas Lundberg
August 19, 2019
Federal government moves to re-assess Australia’s high immigration rate could lead to a cut in migrant numbers. This is potentially bad news for the nation’s property and infrastructure developers. Continue…
by Andreas Lundberg Posted in Market commentary.
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What to make of reporting season so far
Andreas Lundberg
August 9, 2019
Reporting season has kicked off, and the results are in from some of our ASX heavyweights. So, how have they fared, and how has the market reacted? Continue…
by Andreas Lundberg Posted in Companies.
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Could reporting season unearth some bargains?
Andreas Lundberg
August 1, 2019
As many readers are probably aware, 1 August is the kick-off for reporting season. A recent report by JP Morgan confirms what we’ve been thinking for some time – the Australian market looks very expensive. With reporting season set to start, we’re about to get a really good picture or whether or not we’re right. Continue…
by Andreas Lundberg Posted in Market commentary.
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Why it feels like our cost of living is rising
Andreas Lundberg
July 24, 2019
The Consumer Price Index (CPI) recorded no movement in the March quarter, and rose just rose 1.3 per cent in the 12 months to the March quarter 2019. So why do so many Australians feel like life is getting dearer? Research by my former colleagues at Fidelity Investments might give the answer. Continue…
by Andreas Lundberg Posted in Consumer discretionary, Health Care, Insurance.
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Which direction next for east coast gas prices?
Andreas Lundberg
July 8, 2019
Recent reports suggest that Centre Alliance has convinced the Federal government to introduce measures to cut gas prices on the east coast. Given the importance of gas prices to the east coast economy, this is a really important step. The question is: how successful will it be? Continue…
by Andreas Lundberg Posted in Energy / Resources.
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Who should pay when your apartment block ‘moves in a downward motion’?
Andreas Lundberg
June 27, 2019
The recent, and well reported, examples of shoddy construction practices on high rise buildings have led some experts to warn that this is just the tip of the iceberg. The question for society is: who is responsible, and who should pay the costs of rectification? Continue…
by Andreas Lundberg Posted in Market commentary.
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How we assess value
Andreas Lundberg
June 17, 2019
In this week’s video insight Andreas shares our valuation framework for assessing a company. Our framework is based on the concept of intrinsic value, where we form a view of what a business is worth and then compare that valuation to what the market is prepared to pay. How does our approach differ to other investors?
Continue…by Andreas Lundberg Posted in Video Insights.
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Four implications of a falling Aussie Dollar
Andreas Lundberg
June 3, 2019
Over the past year, the Australian dollar has fallen against the US dollar. It’s a trend I don’t expect will change any time soon. This has important consequences for many Australian businesses and for investors. Continue…
by Andreas Lundberg Posted in Foreign Currency.
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Why Labor’s parent visa policy could help healthcare firms
Andreas Lundberg
May 14, 2019
I’m pretty sure most voters aren’t aware of the Australian Labor Party’s parent visa policy. But investors should be. Because, if Labor wins the upcoming election, this policy could benefit many healthcare companies. Continue…
by Andreas Lundberg Posted in Health Care.
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