Companies
-
Why we like speedcast
Lisa Fedorenko
May 23, 2017
SpeedCast International (ASX: SDA) is a company that doesn’t grab many headlines, but we think it’s worth watching. The company is a leading global network and satellite communications service provider, and is strongly positioned to benefit from growing data demand. Reflecting its potential, the share price has doubled over the last two years. continue…
by Lisa Fedorenko Posted in Companies.
- 7 Comments
- save this article
- POSTED IN Companies
-
Where for art thou Retailer?
Roger Montgomery
May 18, 2017
Are the structural challenges being faced by retailers continuing? Or are they now increasing? The challenges are now only increasing with the structural pressures from the immigration of large and well-resourced foreign discounters such as Zara, Uniqlo, Aldi, H&M and Amazon, meeting the twin cyclical pressures from an end to the construction boom and rising interest rates.
continue…by Roger Montgomery Posted in Companies.
- 6 Comments
- save this article
- POSTED IN Companies
-
Why we continue to hold Vita Group
Scott Shuttleworth
May 15, 2017
Vita Group Limited (ASX: VTG) released an announcement that spooked the market, but was the news really that bad or did the market over-react? In this post we cover the main points of the announcement. continue…
by Scott Shuttleworth Posted in Companies, Editor's Pick, Technology & Telecommunications.
-
Murray Goulburn shows what can happen if management is not shareholder oriented
Stuart Jackson
May 4, 2017
When we assess whether or not to invest in a company, we ask: is it an extraordinary business, is management shareholder oriented, and is it trading at an attractive price. The recent announcement by Murray Goulburn (ASX:MGC) shows the downside when management is not shareholder oriented. continue…
by Stuart Jackson Posted in Companies.
- 6 Comments
- save this article
- POSTED IN Companies
-
Is Woolies trading at a discount?
Scott Shuttleworth
May 4, 2017
In our continued search for places to deploy capital, we recently reviewed the listed supermarkets and asked: ‘Are supermarkets trading at a discount to intrinsic value?’ After all, since mid-2014, the Wesfarmers (ASX:WES) share price has barely moved, while Woolworths’ (ASX: WOW) has fallen sharply. Our analysis threw up some interesting findings. continue…
by Scott Shuttleworth Posted in Companies.
- 3 Comments
- save this article
- POSTED IN Companies
-
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.
READ HERE -
Shopping for retail stocks – 3 to watch
Roger Montgomery
April 27, 2017
Employing nearly 11% of Australia’s workforce, the retail industry is the second largest employer behind Healthcare and Social Services. The retail sector in Australia is made up of almost 140,000 different businesses, covering everything from corner convenience stores to big box hardware and supermarkets.
continue…by Roger Montgomery Posted in Companies.
- 13 Comments
- save this article
- POSTED IN Companies
-
After a hefty price fall, is IPH now good value?
Tim Kelley
April 10, 2017
IPH Limited (IPH) listed at $2.00 in late 2014 and soared to over $9.00 just one year later. The market clearly liked the story. But for the past 12 months, the share price has steadily declined and IPH now trades around $5.00. After this sort of a fall, we had a good look at the business to see if IPH had become a bargain.
continue…by Tim Kelley Posted in Companies.
- save this article
- POSTED IN Companies
-
Does Telstra’s Kevin Russell have his eyes on Vita Group’s stores?
Roger Montgomery
April 5, 2017
What a week it’s been for Vita Group (VTG), which operates over 100 Telstra stores. On 4 April, Fairfax published an article referring to a ‘leaked’ Telstra draft document that said it is considering taking back high performing stores from licensees. VTG’s share price promptly plummeted. After VTG rebutted the leak, its share price rebounded. So, who should we believe? continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- 15 Comments
- save this article
- POSTED IN Companies, Editor's Pick
-
Watch out retailers: here comes Amazon
Roger Montgomery
April 3, 2017
Amazon is about to hit our shores, and its arrival is bound to be as disruptive here as it has been in the U.S. But which retailers should be most worried? And is there anything they can do to protect market share in the face of this retail juggernaut? continue…
by Roger Montgomery Posted in Companies.
- 4 Comments
- save this article
- POSTED IN Companies
-
Can Coles and Woolies fight the Aldi onslaught?
Scott Shuttleworth
March 29, 2017
So far, Aldi has had a relatively small impact on Coles and Woolworths. But that is set to change as the German retailer continues its expansion strategy. In the longer term, we expect to see their returns on capital decline. If that occurs, it will translate into lower shareholder returns. continue…
by Scott Shuttleworth Posted in Companies.
- save this article
- POSTED IN Companies
