Companies
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U.S. tech regulations? Who wins?
Roger Montgomery
May 14, 2018
A small number of U.S. tech companies now make up 15 per cent of the S&P500 and 50 per cent of the NASDAQ-100, and are thus heavily influencing the direction of a myriad of Exchange Traded Funds that follow these indices. continue…
by Roger Montgomery Posted in Companies.
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When will Blue Sky’s horror run come to an end?
David Buckland
May 9, 2018
In March, US hedge fund, Glaucus, went short on Blue Sky Alternative Investments (ASX:BLA) due to what it perceived as exaggerations in the fund manager’s fee-earning assets under management. Since then, things have gone from bad to worse for BLA investors. And the bad news shows no signs of abating. continue…
by David Buckland Posted in Companies.
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Nightmare on Wall Street – Deutsche Bank calls time on its Investment Banking ambitions
David Buckland
April 27, 2018
New CEO, Christian Sewing, has called time on Deutsche Bank’s global Investment Banking ambitions and this will hopefully see an end of their nightmare on Wall Street. The March 2018 quarterly results saw the closure of Deutsche Bank’s US bond and equities trading businesses and the immediate redundancy of 400 staff. continue…
by David Buckland Posted in Companies.
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One Day Can Be A Long Time In The Share Market; iSelect down 52%
David Buckland
April 23, 2018
This year the Blue Sky Alternative Investments (ASX: BLA) share price has declined 78 per cent from $14.54 to $3.23 and the Company has earlier today accepted the resignation of Managing Director, Robert Shand. Fellow Executive Directors, Elaine Stead and Nicholas Dignam, have stepped down from the Board of Directors and will continue in their executive roles, as Head of Venture Capital and Growth Capital, respectively. continue…
by David Buckland Posted in Companies.
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Four months can be a long time in the share market
David Buckland
April 19, 2018
“While the outlook for Blue Sky is easy to articulate, the execution is always more challenging…Our business is well placed to meet the inevitable challenges that lie ahead” quoted the 2017 Annual Report. continue…
by David Buckland Posted in Companies, Financial Services.
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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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Which high flyers will withstand the blowtorch of competition?
Roger Montgomery
April 4, 2018
Some of our high-flying concept companies are about to feel the blowtorch of increased competition. How they respond could be provide an insight into whether they are prepared for the new competitive landscape – or if they can do anything about it. continue…
by Roger Montgomery Posted in Companies.
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The tectonic shift for Facebook
David Buckland
March 26, 2018
Last Friday, I attended a conference call with Dr R David Edelman, Former Special Assistant to President Obama for Economic and Technology Policy, National Economic Council (NEC), where he discussed the tectonic shift in terms of the headwinds facing Facebook, and to a lesser degree the US Technology Sector. continue…
by David Buckland Posted in Companies.
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Myer comes clean and announces $0.5b of significant items
David Buckland
March 22, 2018
In the six months to January 2018 Myer’s total revenue declined 3.6 per cent to $1.72 billion. Operating Gross Profit declined 5.5 per cent to $645 million and margin came down 0.73 per cent to 37.5 per cent (and down from 41.5 per cent in Fiscal 2013). Normalised net profit fell 36 per cent to $40 million or EPS of 4.9 cents. The interim dividend was cut from 3 cents to nil. continue…
by David Buckland Posted in Companies.
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Is the Coles demerger a good idea?
Tim Kelley
March 22, 2018
Recently, Wesfarmers Limited (ASX: WES) announced its intention to demerge the Coles business into a separate ASX-listed company. While WES will retain up to a 20 per cent stake in Coles, the demerger effectively splits the company into two separate entities, with WES owning Bunnings, Kmart, Target, and Officeworks, as well as WES’ Industrials and “Other” divisions.
continue…by Tim Kelley Posted in Companies.
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Why Codan satisfies my inner geek – and meets my search for quality
Andreas Lundberg
March 16, 2018
In Adelaide, well away from Australia’s better known tech centres, is a small, innovative company called Codan (ASX:CDA) that many argue is leading the world in the technology it creates. Once you read about the company, we wonder whether you agree. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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