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…
by Joseph Kim Posted in Companies.
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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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Build it and they will come – growth stories and high multiples
Joseph Kim
September 10, 2018
One of the fundamental aspects of price discovery in the market is the speed at which participants are willing to price in future expectations for a business, adjusted for potential risks in execution. continue…
by Joseph Kim Posted in Companies.
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Was the Wesfarmers full year result as bad as the headline numbers indicated?
Roger Montgomery
September 3, 2018
On 15 August, Wesfarmers (ASX:WES) reported their full year earnings result. The result came in slightly higher than consensus, primarily as a result of a stronger performance from the discount department store businesses. continue…
by Roger Montgomery Posted in Companies.
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