Companies
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Cochlear: keeping an ear to the ground
Tim Kelley
July 29, 2013
Further to our previous posts on possible advances being made by Cochlear’s competitors, we were pleased recently to gain some insight from a call hosted by Deutsche Bank with a large implant clinic in the US. continue…
by Tim Kelley Posted in Companies.
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F.B.T. – Fairly Badly Trampled?
Tim Kelley
July 25, 2013
Readers will be well aware of the controversy surrounding the Federal Labor government’s proposed changes to FBT legislation and the potential impact of these changes to businesses linked to car leasing and salary packaging. As owners of one of the businesses most directly in the firing line for these changes – McMillan Shakespeare – we have been following the debate with particular interest. continue…
by Tim Kelley Posted in Companies, Insightful Insights.
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Caterpillar Inc.
David Buckland
July 19, 2013
Caterpillar’s 125,000 staff awoke this morning to hear that Jim Chanos, president and founder of Kynikos Associates, was on a short selling crusade. continue…
by David Buckland Posted in Companies, Insightful 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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Re-Leasing Value
Ben MacNevin
July 15, 2013
Many companies struggle when their core market reaches maturity. Some managers attempt to increase earnings through acquisitions, while others may choose to return capital to investors. But mature companies possess an asset that can be very valuable if effectively managed, and FlexiGroup is an example of a company that is attempting to use this particular asset to full effect. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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China Rongsheng Heavy Industries is in serious financial trouble
David Buckland
July 10, 2013
China Ronsheng Heavy Industries, the biggest Chinese-based shipbuilder outside the State’s control, represents everything that is good and bad in that country. continue…
by David Buckland Posted in Companies, Insightful Insights.
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Sunny prospects for iSelect.com.au?
Russell Muldoon
June 13, 2013
On 24 June, under the ASX code ISU, the IPO (Initial Public Offering) of iSelect.com.au is scheduled to occur. In what is being touted as one of the ‘hottest’ floats of the year, the business is seeking $215 million in new funds through the issuance of 116 million new shares. continue…
by Russell Muldoon Posted in Companies.
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Mining the downgrades
David Buckland
June 12, 2013
Yesterday, NRW Holdings Limited (ASX:NWH) joined a long list of resource and mining service companies materially downgrading their outlooks with the release of a “FY13 Guidance Update”. continue…
by David Buckland Posted in Companies, Insightful Insights.
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Downgrading!
Roger Montgomery
June 6, 2013
According to one of our brokers, 127 companies have thus far announced downgrades for FY13. Throw Cochlear into the mix and that’s 128. continue…
by Roger Montgomery Posted in Companies, Insightful Insights.
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A look at Fleetwood
Ben MacNevin
June 5, 2013
Fleetwood is a business that specializes in building two forms of accommodation – homes with wheels (e.g. caravans), and villages for miners. As such, the company’s share price is highly exposed to the mining cycle – it increased from $2 at the start of 2003 to peak above $10 in 2007. The share price then plunged below $4 in 2008. From this trough it again surged, this time to $14 in 2011, but has since fallen back to $4. continue…
by Ben MacNevin Posted in Companies.
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