Companies
-
Will Baby Bunting be able to withstand Amazon?
David Buckland
December 17, 2018
At the current $2.06, Baby Bunting Group Limited (ASX:BBN) has a market capitalization of $260 million, and with net debt of $4 million it is selling on an enterprise value of 10.2X Fiscal 2019 forecast earnings before interest, tax, depreciation and amortization (EBITDA) of $26 million. continue…
by David Buckland Posted in Companies.
- 2 Comments
- save this article
- POSTED IN Companies
-
Is Trade Me about to go under the hammer?
Stuart Jackson
December 11, 2018
New Zealand’s biggest and most popular internet auction and classifieds website, Trade Me (ASX:TME), is being put under the microscope by two potential bidders – Apax Partners and Hellman & Friedman. And there’s speculation that more bids are likely for this strong and growing business. continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like
-
Have the banks been pushed below fair value?
Roger Montgomery
December 6, 2018
Slowing growth and tightening profit margins, customers entering financial stress and falling asset values; It sounds like the recipe for a disastrous investment but what if the price of the investment has factored in something even worse, which failed to eventuate? continue…
by Roger Montgomery Posted in Companies, Financial Services.
- 5 Comments
- save this article
- POSTED IN Companies, Financial Services
-
Stocks to watch if the market over-corrects
Roger Montgomery
November 22, 2018
As Australian property prices correct, it will also drag down the value of a number of allied businesses, such as whitegoods retailers. If the market over-corrects – as it so often does – some good buying opportunities should emerge. Let’s have a look at a few businesses for your watchlist. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary.
-
The Technology of Finance
Roger Montgomery
November 7, 2018
Among the very best performing shares since July, and indeed through reporting season, were financial technology companies such as Iress (ASX:IRE), Praemium (ASX:PPS) and Bravura Solutions (ASX:BVS). Other companies in this space include, HUB24 (ASX:HUB), Netwealth (ASX:NWL) and GBST (ASX:GBT). continue…
by Roger Montgomery Posted in Companies, Financial Services.
- save this article
- POSTED IN Companies, Financial Services
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
Personal care company’s shares under pressure
Joseph Kim
November 1, 2018
One of the more interesting stories in the market this year has been that of BWX Limited – an Australian company that manufactures body, hair and skin-care products primarily under the Sukin brand, and one the Montgomery team has previously written about. Sukin markets itself as Australia’s Number 1 Natural Skincare brand and is sold in both pharmacy channels and Coles. continue…
by Joseph Kim Posted in Companies, Consumer discretionary.
- save this article
- POSTED IN Companies, Consumer discretionary
-
The WPP stable is really feeling the heat
David Buckland
October 30, 2018
WPP AUNZ Ltd, is one of the largest marketing companies in Australasia, covering every angle including advertising, media investment management, data investment management, public relations and public affairs, branding and identity, healthcare communications, digital technology and e-commerce marketing, shopper marketing, content production and specialist communications. continue…
by David Buckland Posted in Companies.
- save this article
- POSTED IN Companies
-
Stricter European Emission Rules and a Slowdown in the Chinese Car Market
David Buckland
October 16, 2018
German carmakers have been hit by the combination of stricter European emission rules and a decline in Chinese car sales. continue…
by David Buckland Posted in Companies.
- save this article
- POSTED IN Companies
-
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.
- 8 Comments
- save this article
- POSTED IN Companies
-
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.
- 1 Comments
- save this article
- POSTED IN Companies
