On Wednesday, New Zealand online goods trading and classifieds platform TradeMe will hold an extraordinary general meeting so that shareholders can vote on the proposed acquisition of the company by one of the private equity funds of Apax Partners for NZ$6.45 per share. Continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

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With so much focus these days on digital advertising, it’s easy to forget that traditional forms of advertising can also be quite profitable. Take outdoor media, for example, where revenue growth has been resilient over the last year. Continue…

by Stuart Jackson Posted in Media Companies.

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International education is big business in Australia, and one of the firms benefitting from the student boom is IDP Education (ASX:IEL). In the half year to December 2018, IDP maintained its record of producing very strong, high quality results. Continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

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The recommendations of the final report by the Royal Commission into Financial Services were far more benign than the market feared. And that’s seen an immediate bounce in bank share prices. Can shareholders now relax? Continue…

by Stuart Jackson Posted in Financial Services.

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As they say, “when it rains it pours” and that can certainly be said for the major banks in Australia as they are confronted with a raft of issues and a new development with their New Zealand operations. Continue…

by Stuart Jackson Posted in Financial Services.

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Stephanie Aikins published an article in Nestegg which discusses APRA’s changes to the cap on new mortgages. Stephanie mentions Stuart’s view that APRA’s decision to lift the 30 per cent cap on the issuing of new interest-only mortgages could see lenders reduce their interest-only and investment property standard variable rates. Read here.

by Stuart Jackson Posted in On the Internet.

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From 1 January, the Australian Prudential Regulation Authority (APRA) will remove the 30 per cent cap on the proportion of new mortgages that can be interest only. This should benefit property owners, would-be investors, and the banks – with Westpac set to be the biggest beneficiary. Continue…

by Stuart Jackson Posted in Editor's Pick, Financial Services.

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In this week’s video insight Stuart takes a look at Aristocrat Leisure’s (ASX:ALL) result announced in late-November for full year ended 30 September 2018. We view Aristocrat as a high-quality business at an attractive price with good medium-term prospects. Following the announcement, we believe the stock now represents an improved risk and return mix.

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by Stuart Jackson Posted in Video Insights.

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New Zealand’s biggest and most popular internet auction and classifieds website, Trade Me (ASX:TME), is being put under the microscope by two potential bidders – Apax Partners and Hellman & Friedman. And there’s speculation that more bids are likely for this strong and growing business. Continue…

by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.

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