My recent blog post on the national energy debate created some heated (sorry!) responses from a few of our readers. Now I’d like to discuss another hot energy topic, the east coast gas crisis, which has seen a constrained domestic supply send gas prices soaring by a whopping 300 per cent since 2015. Continue…

by Andreas Lundberg Posted in Energy / Resources.

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Despite the impending closure of the Australian automotive manufacturing industry, not all is doom and gloom for local manufacturers. Take Austal (ASX: ASB), for example. This Perth-based shipbuilder has expanded significantly since starting in 1988, and today has operations in Perth, the US and the Philippines. Continue…

by Andreas Lundberg Posted in Companies.

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It’s hard not to shake your head in disbelief at the misinformation and spin being peddled by our politicians around an issue that is dominating domestic political debate: energy policy and prices. In this blog, I’m going to tackle three big myths that some of our leading advocates would have you believe. Continue…

by Andreas Lundberg Posted in Editor's Pick, Energy / Resources.

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A brief note today just to compare the share price reactions of two different companies both trading at what we consider expensive valuations. Now, trading at an expensive valuation does not mean that it is necessarily not a good idea to own the stock, what it does though is increase the risk if things do not go to plan. Continue…

by Andreas Lundberg Posted in Companies.

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In this week’s video insight Andreas discusses Resmed’s results and how the market sometimes acts irrationally to new information which can present opportunities.

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by Andreas Lundberg Posted in Editor's Pick, Video Insights.

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After a previous post on negative gearing, a reader asked us what an investment property would look like from a company value analysis perspective. Good question. Here’s my attempt to answer it. You may find it useful when considering your next investment decision. Continue…

by Andreas Lundberg Posted in Editor's Pick, Property.

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In June, Australia took the record for the longest run of uninterrupted growth in the developed world. In the same week, it was reported that the share of Australian GDP going into workers’ pockets hit a record low. It’s therefore timely to look at the difference between total GDP and GDP per capita, and the outlook for retail spending and consumer-driven businesses. Continue…

by Andreas Lundberg Posted in Market commentary.

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The negative gearing debate continues to heat up. And well it might. It’s a classic argument between the ‘haves’ and the ‘have nots’, focusing on one of the things we hold most dear: affordable housing. If we take a dispassionate view, it’s not hard to see which side of the debate has more merit. Continue…

by Andreas Lundberg Posted in Property.

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The promo for Alex Malley’s book, The Naked CEO, says the author has ‘led a life rich in successes and mistakes’. Well, those successes and mistakes have been on show of late, thanks to the spectacular meltdown of the organisation he led, CPA Australia, where we’ve witnessed the very worst of corporate excess – but at a not-for-profit industry body. Continue…

by Andreas Lundberg Posted in Companies, Editor's Pick.

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Consumer spending has risen strongly in the past year, spurred on by property owners feeling richer due to higher house prices. This is called the household wealth effect. But with house prices looking toppy, should retailers – and investors – be concerned about the effects of a property market correction? Continue…

by Andreas Lundberg Posted in Consumer discretionary, Property.

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