Companies
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Uber – an Epochal Short?
Roger Montgomery
April 29, 2019
Would you invest in a business that is alleged to have a “toxic” and “discriminatory” culture? What about a business that is alleged to have been investigated for a software tool allegedly designed to evade and deceive authorities? Would you invest in a business that potentially had equally deep, or deeper, pocketed rivals in almost every one of its business divisions? continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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A look at the NAB remediation charges
Stuart Jackson
April 24, 2019
Last week, the National Australia Bank (ASX:NAB) released details of the customer remediation charges it expects to take in its 2019 interim result following the Royal Commission into Financial Services. NAB will provide additional detail in its interim result, which is released to the market on 2 May. continue…
by Stuart Jackson Posted in Companies, Financial Services.
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Where can investors find companies with a tailwind of growth?
Roger Montgomery
April 23, 2019
With Australian retail, housing and car sales in the doldrums, an election likely to cause business nervousness and lack of new investment, (which in turn keeps wage growth low), where can investors find opportunities? continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Reverse engineering expectations to yield an edge
David Buckland
April 18, 2019
A very successful investor I know studies the financial pages of the newspaper with a focus on stocks and sectors that are making 52-week lows. His argument is that if he can find one “diamond” every few years, it more than accounts for the disappointments. And often by a factor! continue…
by David Buckland Posted in Companies, Investing Education.
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Australian loan growth continues to flatline
Stuart Jackson
April 17, 2019
Reporting season is coming up for our major banks, and recent data provided by the Australian Government regulators shows that it may be a bumpy ride ahead. continue…
by Stuart Jackson Posted in Companies, Financial Services.
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5 companies and insight from their management
Joseph Kim
April 10, 2019
With reporting season over a month past, I thought it worthwhile to review some comments made by senior management of companies during reporting season as the noise settles down and there is a period of time to reflect on what has occurred and how things may evolve over the next 6-12 months (and longer). continue…
by Joseph Kim Posted in Companies, Editor's Pick.
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The Unicorn has arrived
Roger Montgomery
April 8, 2019
Investors should be aware that another tech boom appears to be underway. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell their stakes are painting a cautious picture for technology stocks. This time the boom surrounds the conga line of technology unicorns that have filed to list, or are rumoured to do so, this year. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Uniti trying to Unify
David Buckland
April 4, 2019
Since writing about Uniti Wireless (ASX:UWL) a few weeks ago, several interesting things have happened under Michael Simmons and Vaughan Bowen’s stewardship. continue…
by David Buckland Posted in Companies.
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It’s Tech Boom 3.0
Roger Montgomery
April 2, 2019
Referencing two infamous investing quotes, I watch the enthusiasm in technology stocks wondering, “is this time different”? Or should we continue to “be greedy when others are fearful and fearful when others are greedy?” continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Farewell TradeMe
Stuart Jackson
April 1, 2019
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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