Companies
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An alternative way to look at the largest ASX-listed companies
Tim Kelley
March 8, 2019
One of the more profound changes to the practice of investment management in recent years has been the improvement in the availability of information; a change driven by both regulation and technology. continue…
by Tim Kelley Posted in Companies, Investing Education.
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What impacts Sydney Airport’s cash-flow and dividends?
Joseph Kim
March 5, 2019
This part of the deep dive analysis into Sydney Airport (ASX:SYD) will look at SYD’s capital expenditure and capital structure and how this impacts the all-important free cash-flow and dividend profile of the company. continue…
by Joseph Kim Posted in Companies.
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Does Baby Bunting’s solid half-year result mean it will be able to withstand Amazon?
David Buckland
February 21, 2019
Baby Bunting (ASX: BBN) reported a solid result for the half-year to 31 December 2018, and previous earnings before interest, tax, depreciation and amortization (EBITDA) guidance of $25-$27 million for financial year 2019 remained intact. continue…
by David Buckland Posted in Companies.
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Fading lights at Beacon and Bingo in the Dumpster
Roger Montgomery
February 19, 2019
We have long warned of the inevitable bust that would follow the residential construction and real estate booms and now with the property market falling, it is time to think about the second and third order consequences. continue…
by Roger Montgomery Posted in Companies.
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Poor builder results signal more property pain ahead
Roger Montgomery
February 19, 2019
Property investors expecting a recovery in prices will have to wait a bit longer. Because, right now, a perfect storm is engulfing the sector, leading to the worst property falls in four decades. Recent results from our leading builders are further confirmation that the trend is still down. continue…
by Roger Montgomery Posted in Companies, Property.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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What 2018’s IPOs are telling us about the Australian market
Roger Montgomery
February 19, 2019
The annual performance of IPOs can shed new light on the state of the share market. So the recently released 2018 IPO Watch report from HLB Mann Judd makes very interesting reading, and provides a pointer to the year ahead. continue…
by Roger Montgomery Posted in Companies, Investing Education.
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IDP Education continues to be a high-class business
Stuart Jackson
February 18, 2019
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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How long can JBH and SUL defy the retail gloom?
Roger Montgomery
February 18, 2019
JB Hi-Fi (ASX:JBH) and Super Retail Group (ASX:SUL) recently released their HY19 results. They were surprisingly strong, beating market expectations that have been progressively downgraded amid slumping national retail sales and foot traffic numbers. The question for investors is: how long can they defy the retail gloom? continue…
by Roger Montgomery Posted in Companies.
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Blue skies ahead for Sydney Airport?
Joseph Kim
February 15, 2019
Sydney Airport is Australia’s busiest airport. Its owner – Sydney Airport Holdings (ASX:SYD) – has profited from Australia’s growing attraction as a tourism destination, and the airport’s monopoly position. So what does the future hold for its key earnings drivers? continue…
by Joseph Kim Posted in Companies.
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What price should you pay for REA?
Roger Montgomery
February 14, 2019
REA Group (ASX:REA), which operates Australia’s leading property websites, is a high-quality business and one we are happy to own – at the right price. But what is the right price? continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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