Companies
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Which Retailers are exposed to falling Property?
Roger Montgomery
June 22, 2018
As you well know, we have been calling an end to the Australian property price and construction boom/bubble for some time. And now property prices appear to be declining and auction clearance rates falling, the latter suggesting price falls are not over yet. continue…
by Roger Montgomery Posted in Companies, Property.
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Where to find value in global tech stocks
Roger Montgomery
June 19, 2018
This bull market has featured stellar performances from a small group of technology stocks, like Apple, Facebook and Netflix. Indeed, we’ve not before seen so much capital concentrated in a single sector. Despite the lofty valuations of most of these businesses, we continue to see some excellent investment opportunities. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Is it safe to buy Telstra shares again?
Roger Montgomery
June 18, 2018
Telstra’s (ASX:TLS) plunging share price is becoming more interesting. While many investors still dismiss the business, it’s worth considering if all the bad news is already baked in. Is there a chance that Telstra’s cost-cutting and scale could deliver higher margins for shareholders? continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Technology & Telecommunications.
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ABC NIGHTLIFE
Roger Montgomery
June 14, 2018
In this radio program with Philip Clark, Roger discusses Telstra. Back in 2015 the share price hit around $6.60 due to an enormous surge in the chase for yield. With the share price now around $2.70, do we see value in Telstra? Listen here. continue…
by Roger Montgomery Posted in Companies.
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How to profit from the relentless rise of online gaming
Roger Montgomery
June 7, 2018
If you’re an investor looking for growth, you might want to check out companies involved in gaming. You see, gaming is big, and getting bigger. And it’s helping to propel some of the largest businesses on the planet. continue…
by Roger Montgomery Posted in Companies.
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How the Pub Chain Wetherspoon’s won Britain’s hearts and wallets
Roger Montgomery
June 6, 2018
In Australia, pubs operate much as they all once did in the UK; relying on breweries to deliver beer to be poured out of taps locked up under contract with said breweries. continue…
by Roger Montgomery Posted in Companies.
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Wesfarmers’ UK debacle shows the risks of acquisition-based growth
Stuart Jackson
May 28, 2018
In 2016, Wesfarmers (ASX:WES) raised the eyebrows of many investors when it expanded into the UK and Ireland hardware business. Two years later and $1.7 billion down on its investment, WES has decided to pull out. It shows yet again why growth through acquisition can be a risky strategy. continue…
by Stuart Jackson Posted in Companies.
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Why the ‘new age’ businesses are still too expensive
Roger Montgomery
May 22, 2018
I’ve been fascinated by the soaring trajectory of some of our smaller ‘new age’ companies – like A2M, PushPay, Afterpay and Kogan – whose share prices have rallied over 600 per cent since 2017. We’ve never owned these companies as they haven’t met our tough intrinsic valuation hurdles. continue…
by Roger Montgomery Posted in Companies.
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Assessing the Healthscope Takeover Proposals
Tim Kelley
May 21, 2018
On 26 April, Healthscope Limited (ASX:HSO) received a non-binding indication of interest from a BGH-led consortium in relation to a proposal to acquire HSO for a price of $2.36 per share, which was a 16 per cent premium to the price prevailing before the approach. continue…
by Tim Kelley Posted in Companies, Health Care.
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Codan – two announcements released today
Andreas Lundberg
May 18, 2018
Back in March, we wrote about Codan (ASX:CDA), and how I am personally enthused about their technology. Today, the company has made two announcements that the market has reacted positively to. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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