Companies

In this article for the Switzer Super Report, Roger looks at the most recent results reported by Australian online property listing site, realestate.com.au. Read here.

by Roger Montgomery Posted in Companies, On the Internet, Property.

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For those who have been reading our quarterly updates for the past few years on Credit Corp Group Limited (CCP), we must be beginning to sound like a broken record. We certainly feel like one. continue…

by Russell Muldoon Posted in Companies, Consumer discretionary, Technology & Telecommunications.

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Despite the media talking up a very positive sales period over Christmas for our retailers, a mixed bag of trading results reported by the likes of JB Hi-Fi Limited (JBH), Super Retail Group Limited (SUL) and The Reject Shop Limited (TRS), have left many investors scratching their heads. continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

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by Tim Kelley Posted in Companies, Insightful Insights, Investing Education.

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While the growth of the technological industry is greatly impacting the share price of accounting software company Reckon, DuluxGroup is facing challenging times ahead owing to the uncertainty surrounding the housing construction market. In the first subscriber-only double edition white paper for 2014, find out whether either company is Montgomery investment grade. continue…

by Roger Montgomery Posted in Companies, Whitepapers.

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Mermaid Marine (ASX: MRM) is one of Australia’s largest marine services providers. The company has performed very well in the last five years on a wave of capital expenditure into the domestic oil and gas sectors. But is this growth likely to continue?

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by Ben MacNevin Posted in Companies, Insightful Insights.

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After Sirtex Medical Limited’s (ASX:SRX) share price rallied to $13.24 yesterday, the company’s market capitalization reached $640m. Not yet a big business, nor one that is widely held or covered by the investment community, we believe it has very bright prospects. continue…

by Russell Muldoon Posted in Companies.

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As small holders of Cash Converters (ASX: CCV), we watched with interest yesterday’s 11 per cent share price rise on volume that was 50 per cent greater than the daily average, as there appeared to be no developments to warrant this movement.

Or so we thought… continue…

by Roger Montgomery Posted in Companies, Insightful Insights.

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TPG Telecom (TPM) is set to become a major player in the Australian Telecommunications sector after announcing the acquisition of Telecom New Zealand Australia Pty Ltd and its subsidiaries, which include AAPT and PowerTel.
The acquisition, to be consummated on 28 February 2014, is highly complementary given it will add 11,000km of optical fibre, 254 Mid Band Ethernet exchanges, 1,500 directly connected premises and 15 data centres, servicing 300 wholesale customers and ~5,000 business customers, to TPG’s current infrastructure base. continue…

by Russell Muldoon Posted in Companies.

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Insurance Australia Group (ASX: IAG) has offered Wesfarmers (ASX: WES) $1.845 billion to acquire its insurance division. Wesfarmers expects to record a pre-tax profit of $700 million on the transaction, but is the purchase just as lucrative for IAG? continue…

by Ben MacNevin Posted in Companies, Insurance.

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