Companies
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Trialling a New Car Model
Ben MacNevin
January 24, 2017
Carsales (ASX: CAR) has an indirect investment in carconnect, a site that’s trying to disrupt the way new cars are sold in Australia. Many people dislike haggling with dealers, so carconnect has flipped the model to make dealers tender for your business online. Sounds great for buyers right? But what’s the potential upside for Carsales? continue…
by Ben MacNevin Posted in Companies.
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Warning: there might be bank pain ahead
Roger Montgomery
January 20, 2017
Since early November 2016, owners of Australian bank shares have been heartened to see stock prices rise sharply. But this could be as good as it gets – at least for a while – and it may be time for shareholders to take some profits and seek out opportunities in over-sold small and midcap companies. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Financial Services.
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The headwinds hitting free-to-air TV keep blowing stronger
David Buckland
December 12, 2016
Ten Network Holdings Limited (TEN:ASX) held its 2016 annual general meeting last week. The news was not great for shareholders, who are witnessing the decline of a once-robust media company. And there seems to be no light at the end of the tunnel. continue…
by David Buckland Posted in Companies.
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Aussie retailers, watch out – could Amazon Go disrupt you?
Stuart Jackson
December 7, 2016
Our retailers are about to face a whole new challenge. Amazon has announced it will trial a new concept store in the US that uses its ‘Just Walk Out’ technology to change the format of a traditional grocery store by removing cash registers and the check-out process. Customers simply use the Amazon Go app, then take the products they want, and go. It’s set to come to our shores in late 2017. continue…
by Stuart Jackson Posted in Companies, Editor's Pick.
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At a knockdown price, REA presents REAlly great value
Scott Shuttleworth
December 5, 2016
Like many high quality firms, REA Group’s (ASX: REA) share price has rerated significantly over the past few months, dropping from over $65 to around $52. Despite this, we think REA’s prospects have continued to improve, and as discussed recently on the blog we strongly believe this presents a great buying opportunity for long-term investors. continue…
by Scott Shuttleworth Posted in Companies.
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Despite being hit for six, the signs are good for APN Outdoor
Roger Montgomery
December 1, 2016
APN Outdoor is a leader in outdoor advertising. The company has over 50,000 high-impact sites in attention-grabbing locations across Australia and New Zealand. But recently, like many other high-quality mid and small caps, its share price was severely smashed. So, what’s going on, and is it time to snap up shares at these beaten-down prices? continue…
by Roger Montgomery Posted in Companies.
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VitaGroup Update
Roger Montgomery
November 25, 2016
We understand many investors have been watching the recent share price action of Vita Group closely. Many have expressed dismay at the slump following ‘news’ that Telstra was renegotiating its terms with its licencees – something that Telstra does every quarter and ‘more than 50 times’ with VTG. continue…
by Roger Montgomery Posted in Companies.
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Isentia’s drop an overreaction
Roger Montgomery
November 23, 2016
Isentia recently caused the market price for its shares to stumble by more than 25%. So is this an overreaction? continue…
by Roger Montgomery Posted in Companies.
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Why we are sceptical about Boral’s giant US acquisition
Stuart Jackson
November 23, 2016
Boral generated rare headlines this week when it announced an agreed bid for rival US building materials company Headwaters Inc for US$2.564bn. Boral called it a “strategically compelling acquisition” with “attractive financial metrics” that will transform the company. But, looking at the history of such take-overs, and the metrics behind the deal, we are not as optimistic. continue…
by Stuart Jackson Posted in Companies.
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Why we are still staying clear of Blackmores
Tim Kelley
November 1, 2016
Blackmores (ASX:BKL), which started the year as a ‘market darling’, trading at around $220 per share, is now trading closer to $110. Not only that, it’s also one of the most heavily shorted stocks on the ASX200. Is BKL’s fall justified, or has the market overreacted? continue…
by Tim Kelley Posted in Companies, Market commentary.
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