articles by Russell Muldoon
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Is $4.00 unreasonable for G8?
Russell Muldoon
September 12, 2013
A few months ago, with their shares trading for $3.80, we asked the question: “Is $5 unreasonable for Ainsworth?” After the subsequent, high quality profit announcement for 2013, and very bright prospects indicated by management for 2014, we believe $5.00 in the next 12-24 months, might not be unreasonable at all. Continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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A good entry price for the Big 4?
Russell Muldoon
September 3, 2013
In these highlights from Your Money Your Call, Russell talks about the RBA interest rate cuts and the effect on the economy, as well as discussing stocks Coffey International (COF), Vocus Communications (VOC), Onthehouse (OTH), and the Big 4. What would be a good entry price? Watch here.
by Russell Muldoon Posted in TV Appearances.
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Down but not out
Russell Muldoon
September 2, 2013
Whilst we do not own the shares in the business and haven’t for some time, we previously commented on a number of headwinds we thought Blackmores was facing. Naturally we read their full year result with interest to see how things are progressing. Continue…
by Russell Muldoon Posted in Health Care, Insightful Insights, Value.able.
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Room for more (27/08/2013)
Russell Muldoon
August 27, 2013
by Russell Muldoon Posted in Video Insights.
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A gold rush for Codan?
Russell Muldoon
August 26, 2013
With reporting season in full swing and the sheer volume of information to stay on top, if a business’s outlook statement fails to deliver on certain investors’ expectations, in some cases this can quickly lead to “shoot first and ask questions later” situations, which can at times create large price inefficiencies. Continue…
by Russell Muldoon Posted in Companies.
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Mining services this reporting season
Russell Muldoon
August 19, 2013
Following on from Ben’s post last week on Boom Logistics Limited (BOL), three other mining services sector-related businesses have also reported so far. Continue…
by Russell Muldoon Posted in Energy / Resources, Insightful Insights.
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Conservative numbers from Credit Corp?
Russell Muldoon
August 12, 2013
In the past we have regularly commented on the fact that Credit Corp Limited (ASX: CCP) management has generally been conservative when providing initial guidance on the year ahead. Continue…
by Russell Muldoon Posted in Companies.
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Into the unknown
Russell Muldoon
July 25, 2013
According to the Department of Education, Employment and Workplace Relations, job advertisements on the internet fell by 2.8 per cent in June. Continue…
by Russell Muldoon Posted in Insightful Insights.
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A Reporting Season Framework (23/07/2013)
Russell Muldoon
July 23, 2013
by Russell Muldoon Posted in Video Insights.
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Is $5.00 unreasonable for Ainsworth?
Russell Muldoon
July 17, 2013
Ainsworth Game Technology (ASX: AGI) is not a business that will appeal to all investors. Problem gambling is a genuine concern, but for many a night at the casino is a valid form of casual entertainment. Spending my pocket money on video games all those years ago held similar enjoyment while having a similar impact on my own finances. Continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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