articles by Ben MacNevin
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Turn off the noise
Ben MacNevin
July 4, 2013
The market has been swinging like a violent pendulum in the past week. One day it’s up, the next it is down. The media have been quick to offer explanations, but all this really does is create noise for investors. Continue…
by Ben MacNevin Posted in Insightful Insights, Market Valuation.
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From the outside, looking in
Ben MacNevin
July 1, 2013
A number of New Zealand companies with a presence in Australia have reported full-year results or provided earnings updates in recent weeks, and one particular theme has emerged that does not bode well for the upcoming reporting season. Continue…
by Ben MacNevin Posted in Insightful Insights.
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A rare upgrade
Ben MacNevin
June 14, 2013
Warren Buffett famously stated, “A rising tide lifts all boats. It’s not until the tide goes out that you realise who’s swimming naked.” Continue…
by Ben MacNevin Posted in Energy / Resources.
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A look at Fleetwood
Ben MacNevin
June 5, 2013
Fleetwood is a business that specializes in building two forms of accommodation – homes with wheels (e.g. caravans), and villages for miners. As such, the company’s share price is highly exposed to the mining cycle – it increased from $2 at the start of 2003 to peak above $10 in 2007. The share price then plunged below $4 in 2008. From this trough it again surged, this time to $14 in 2011, but has since fallen back to $4. Continue…
by Ben MacNevin Posted in Companies.
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Budii up!
Ben MacNevin
June 3, 2013
The telecommunications sector is becoming rather crowded. The sector has been traditionally dominated by Telstra and Optus, but a string of acquisitions has seen the market shares of iiNet, TPG Telecom and M2 Telecommunications surge in recent years. Now that this period of consolidation is slowing, these companies will require a greater focus on organic rather than acquisitive growth in order to sustain their impressive earnings. Continue…
by Ben MacNevin Posted in Technology & Telecommunications.
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A vision for Europe?
Ben MacNevin
May 22, 2013
Eurovision 2013 – a glittering spectacle where Europeans come together to celebrate national pride – has drawn to a close. What better time to release a study that shows just how differently each European nation views itself – and each other?
Continue…by Ben MacNevin Posted in Insightful Insights.
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Adding value (21/05/2013)
Ben MacNevin
May 21, 2013
by Ben MacNevin Posted in Video Insights.
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Urban Bunnings
Ben MacNevin
May 15, 2013
Travelled overseas recently? Enjoyed the unique little stores that you can’t find at home? Did you also notice the same stores that you see everywhere else? Walking along the most famous streets in London, Singapore, Paris or Ireland you cannot help but notice the world is becoming bland and generic. Continue…
by Ben MacNevin Posted in Consumer discretionary.
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JB Hi-Fi on the up?
Ben MacNevin
May 8, 2013
Last week, within the first few minutes of sitting in a conference room listening to an update by Terry Smart, one of Australia’s smartest retailers, he announced a sales and profit upgrade. Naturally having a position in JB Hi-Fi (JBH) is pleasing.
Continue…by Ben MacNevin Posted in Companies, Insightful Insights.
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CSL restarts production of influenza vaccine for Australia
Ben MacNevin
May 1, 2013
CSL has announced that it is restarting production of influenza vaccine for the Australian market in response to higher than expected demand this season.
Continue…by Ben MacNevin Posted in Health Care, Insightful Insights.
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