Scott Shuttleworth
articles by Scott Shuttleworth
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The news looks good, so why have Sirtex shares been dumped?
Scott Shuttleworth
April 25, 2017
Over the weekend, the results were released of a trial comparing the efficacy of two treatments for late stage liver cancer. The treatments were SIRT, pioneered by Australian biotech, Sirtex, versus Sorafenib. The results were generally positive for SIRT. So why has the market responded so harshly?
Continue…by Scott Shuttleworth Posted in Editor's Pick, Health Care.
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Five rules to win a price war – at least in the short term
Scott Shuttleworth
April 3, 2017
With Amazon set to enter the Australian market later this year, many of Australia’s leading retailers are gearing up for the fight of their lives. We think they would do well to take note of recent analysis by MIT Sloan School of Management, which identifies five rules for management to follow to maximise their chances of success. Continue…
by Scott Shuttleworth Posted in Market commentary.
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Can Coles and Woolies fight the Aldi onslaught?
Scott Shuttleworth
March 29, 2017
So far, Aldi has had a relatively small impact on Coles and Woolworths. But that is set to change as the German retailer continues its expansion strategy. In the longer term, we expect to see their returns on capital decline. If that occurs, it will translate into lower shareholder returns. Continue…
by Scott Shuttleworth Posted in Companies.
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What’s the story with Vita Group?
Scott Shuttleworth
March 15, 2017
In this video insight we run through a series of events we’ve observed surrounding the Vita Group share price over the past 6 months. For those new to Vita Group, the firm runs a network of over 100 Telstra retail stores and business centres as well as several other retail and enterprise offers.
by Scott Shuttleworth Posted in Video Insights.
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REA continues to innovate and grow
Scott Shuttleworth
February 28, 2017
With property prices still heading north – particularly in the major capitals – we recently took the opportunity to meet with the CEO and CFO of REA Group (ASX: REA), Tracey Fellows and Owen Wilson. Our discussion gave us a greater insight into REA’s 1H17 result and the prospects of Australia’s leading online real estate advertising company. Continue…
by Scott Shuttleworth Posted in Companies.
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Has Italy’s economy hit crisis point?
Scott Shuttleworth
February 13, 2017
These days, most investors looking beyond our shores are focused on the US. But the situation in Europe is also worth watching closely, particularly in Italy – the world’s eighth biggest economy – which appears to be in dire straits. Continue…
by Scott Shuttleworth Posted in Global markets.
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How competing firms can prosper by solving the Prisoner’s Dilemma
Scott Shuttleworth
February 7, 2017
The Prisoner’s Dilemma provides a framework for understanding how to strike a balance between competition and cooperation. It’s possible for rival firms in a competitive market to solve the Prisoner’s Dilemma, without collusion, and for their mutual benefit. Let’s look at how it can be done. Continue…
by Scott Shuttleworth Posted in Market commentary.
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After its price plunge, is McMillan Shakespeare a bargain?
Scott Shuttleworth
January 25, 2017
Since hitting a high of around $15 in mid-2016, McMillan Shakespeare (ASX: MMS) has fallen to around $11. At this price, and with a demonstrated ability to consistently earn high returns on equity, it seemed like a good candidate for inclusion in our portfolios. So we conducted some due diligence. The outcome is a must-read for all would-be investors. Continue…
by Scott Shuttleworth Posted in Companies, Editor's Pick.
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Is it time to buy Vocus and TPG?
Scott Shuttleworth
December 16, 2016
Since September, shares in Vocus Communications (ASX: VOC) and TPG Telecom (ASX: TPM) have been savaged by the market. Margin pressure coupled by the possible entry of new competitors has led to a wave of selling. The upshot is that these telcos are now trading on seemingly attractive multiples. So, is it time to buy? Continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.
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At a knockdown price, REA presents REAlly great value
Scott Shuttleworth
December 5, 2016
Like many high quality firms, REA Group’s (ASX: REA) share price has rerated significantly over the past few months, dropping from over $65 to around $52. Despite this, we think REA’s prospects have continued to improve, and as discussed recently on the blog we strongly believe this presents a great buying opportunity for long-term investors. Continue…
by Scott Shuttleworth Posted in Companies.
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