Companies
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The Curious Case of Telstra’s Remuneration Report
Tim Kelley
October 12, 2018
As a general observation, my view is that remuneration for top listed company executives is nothing short of generous. Boards and shareholders of all stripes seem happy to shovel cash at senior managers in hope of attracting and retaining exceptional talent; the sort of talent that will drive shareholder returns beyond those of comparable companies. This logic may have some superficial appeal, but I take issue with it for a couple of reasons. continue…
by Tim Kelley Posted in Companies.
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Online platforms are changing the way we buy cars
Roger Montgomery
October 12, 2018
Back in 2014, Warren Buffett surprised the world by acquiring the fifth-largest car dealer in the United States, the Van Tuyl Group. Clearly, Buffett bet that the traditional face-to-face, kick-the-tyres, test drive and trade-in approach to buying a car would not change any time soon. But recent online start-ups could prove him wrong. continue…
by Roger Montgomery Posted in Companies.
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Nufarm’s results were in line with guidance, but should you be concerned?
Stuart Jackson
October 5, 2018
Research by University of Melbourne scientists* has found that Australia’s drought may be the worst in 800 years. It’s been devastating for our farmers, and is also likely to be hitting many agriculture companies. So the recently announced FY2018 result by agricultural chemical company, Nufarm (ASX:NUF), makes interesting reading. continue…
by Stuart Jackson Posted in Companies.
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Could FAANG stocks feel the bite of government regulation?
Roger Montgomery
October 4, 2018
In the blink of an eye, an elite group of tech businesses has come to dominate the markets, and influence our lives. These are the FAANG stocks – Facebook, Amazon, Apple, Netflix and Google. But with US and European governments seeking to regulate these businesses, there’s a chance their dominance could soon be challenged. continue…
by Roger Montgomery Posted in Companies.
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Does PEXA pack a punch?
Joseph Kim
September 26, 2018
PEXA – Property Exchange Australia – is Australia’s online property exchange network. It assists lawyers, conveyancers and financial institutions to lodge documents with land registries and complete financial settlements electronically. It’s about to be sold. Does it prove to be an attractive investment? continue…
by Joseph Kim Posted in Companies.
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Alibaba: Tariff war has thwarted the pledge to create one million US jobs
David Buckland
September 21, 2018
On the back of the recent announcement that Jack Ma will be stepping down as Chairman of Alibaba Group Holding (BABA US) in September 2019, the company has just completed a three-day investor conference. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Is CSL’s share price justified?
Roger Montgomery
September 21, 2018
What makes a share price expensive? With insane valuations now commonplace, UK-listed global asset manager, Schroders, recently addressed this very question, contrasting the fortunes of two of Australia’s biggest companies – CSL (ASX:CSL) and Rio Tinto (ASX:RIO). What they found makes essential reading. continue…
by Roger Montgomery Posted in Companies.
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Just do it – how Nike’s $6bn loss was really its gain
Joseph Kim
September 17, 2018
The marketing gurus at sports apparel behemoth Nike recently launched a controversial advertising campaign in the U.S featuring one Colin Kaepernick. For those that don’t follow American Football or gridiron, Colin Kaepernick was once a star quarterback in the National Football League who generated significant controversy and debate following his decision to kneel during the National Anthem before games to protest police brutality. continue…
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Could Freightways Surprise on the Upside?
Tim Kelley
September 13, 2018
One business we have admired (and owned) for quite some years is NZ-listed Freightways Limited (NZX:FRE), which provides express package services throughout New Zealand, as well as information management and mail services. continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Steadfast delivers a reassuring set of numbers
Roger Montgomery
September 10, 2018
Steadfast Group (ASX:SDF) is the largest general insurance broker network and group of underwriting agencies in Australasia. It also has growing operations in Asia and Europe. Two of our funds own shares in the company, so we were eager to read its FY2018 results. Here are our initial impressions. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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