articles by Andreas Lundberg
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Two companies benefiting from strong demographic trends
Andreas Lundberg
June 9, 2017
We like to invest in businesses with products and services where the underlying demand is strong and predictable. And when it comes to predictability, there are few things as certain as demographic trends. Today, I’d like to highlight two companies – Resmed (RMD) and Fisher & Paykel Healthcare (FPH) – that are taking advantage of strong demographic trends. Continue…
by Andreas Lundberg Posted in Companies.
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Is a tsunami about to hit Aussie retailers?
Andreas Lundberg
May 31, 2017
In April, Amazon sent a wave of fear through retailers when it confirmed its intention to launch in Australia. Leading retailer, Gerry Harvey, described Amazon as the “Attila the Hun” of the retail world. To be sure, Amazon’s arrival will pose a massive threat. But there are other challenges on the horizon for retailers – and investors. Continue…
by Andreas Lundberg Posted in Consumer discretionary.
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Where Amazon will hurt electronic retailers the most
Andreas Lundberg
May 15, 2017
We’ve been cautious on the retail space for some time – particularly retailers at risk of being hurt by Amazon’s entry into Australia. Two of the companies we believe will be most affected are the electronic retailers, JB Hi-Fi and Harvey Norman. Continue…
by Andreas Lundberg Posted in Consumer discretionary.
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What you can learn by attending an equity conference
Andreas Lundberg
May 5, 2017
Each year brings forth a new batch of invitations to equity and investor conferences. At first glance, the conferences seem informative. But is there really any value in attending? Well, having just gone to my first one for some time, I thought I’d present a few thoughts on what I think you will – and won’t – get out of a conference. Continue…
by Andreas Lundberg Posted in Market commentary.
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Do our pollies have a vested interest in keeping the property bubble inflating?
Andreas Lundberg
April 21, 2017
In the last month or so, we’ve seen a big surge in news articles and commentary about Sydney and Melbourne’s housing bubbles. But to the consternation of many people, there has been a reluctance by our politicians to introduce meaningful reforms. Could the reason be that they are among the nation’s most aggressive property investors? Continue…
by Andreas Lundberg Posted in Property.
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Is foreign money laundering boosting Aussie property prices?
Andreas Lundberg
April 6, 2017
Another cause of our overheated property market has come to light in a recent report by Transparency International (the global anti-corruption watchdog). Based on their findings, it appears that money laundering by foreign ‘investors’ is at least partly to blame. Continue…
by Andreas Lundberg Posted in Property.
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