Scott Shuttleworth
articles by Scott Shuttleworth
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Valuation on a spectrum
Scott Shuttleworth
June 8, 2016
Several weeks ago I posted some musings on how to estimate the cost of equity when valuing a firm via a discounted cash flow model. Of course, there was no perfect answer, but via analysis from a few different angles, we can usually come out with a reasonably good estimate. Continue…
by Scott Shuttleworth Posted in Editor's Pick, Investing Education.
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Could CSL be worth more than $150 a share?
Scott Shuttleworth
June 3, 2016
CSL Limited (ASX: CSL) is a global developer and manufacturer of plasma-derived therapies for various diseases and disorders. We’ve blogged on CSL previously (see here) and for the most part, the story hasn’t changed. Continue…
by Scott Shuttleworth Posted in Companies, Health Care.
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What’s your cost of equity?
Scott Shuttleworth
May 12, 2016
There are many questions about the art/science of investment that are unanswerable with any degree of precision (…or even a vague degree). A few immediately spring to mind. Continue…
by Scott Shuttleworth Posted in Investing Education.
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Investing for the long term (4/05/2016)
Scott Shuttleworth
May 4, 2016
by Scott Shuttleworth Posted in Video Insights.
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Is the housing market causing trouble for realestate.com?
Scott Shuttleworth
May 2, 2016
Investors could be forgiven for feeling slightly anxious on the back of the news coming out of Australia’s real estate market. Continue…
by Scott Shuttleworth Posted in Insightful Insights, Property.
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- POSTED IN Insightful Insights, Property.
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Vita Group Limited
Scott Shuttleworth
March 24, 2016
Vita Group Limited (ASX: VTG) is an established operator of retail telecommunications product resellers. It holds a Master Agreement with Telstra Corporation (ASX: TLS) to run 100 Telstra retail outlets. This is a key driver of its performance over the last half a decade from which it evolved as an operator earning circa $7m in underlying earnings to $18m in FY15. Continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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NBN’s major issue
Scott Shuttleworth
March 14, 2016
We haven’t commented on the National Broadband Network (NBN) for some time but Montgomery has nonetheless been keeping up to date with its development and the seemingly never ending saga of leaks. Continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Henderson’s 2015 Result
Scott Shuttleworth
March 2, 2016
Several weeks ago we blogged on the prospects of Henderson Group PLC (ASX: HGG). Since that time, the firm reported its 2015 result and it seems timely to review the result and check its prospects. Continue…
by Scott Shuttleworth Posted in Companies, Financial Services.
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Great results for Vocus Communications
Scott Shuttleworth
February 29, 2016
Vocus Communications Limited (ASX: VOC) reported its half year results last Friday. Those who have kept track of the firm will recall it’s medley of acquisitions over the past year. Vocus is now essentially 5 businesses in one (Vocus, Amcom, FX Networks, M2 Telecommunications & Call Plus). Continue…
by Scott Shuttleworth Posted in Insightful Insights.
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Another great result out of Altium Limited
Scott Shuttleworth
February 19, 2016
We are pleased to report on another great result out of Altium Limited (ASX: ALU). We met with CEO Aram Mirkazemi, Martin Ive (VP Finance), Kim Besharati (VP IR) and Henry Potts (VP Enterprise Solutions, otherwise known in the industry as ‘Mr PCB’) on Thursday for a discussion on the firm’s results and future prospects. Continue…
by Scott Shuttleworth Posted in Insightful Insights.
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