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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Could a regulatory change affect Crown and Star casinos?
Stuart Jackson
October 27, 2016
As investors, we are always interested in companies with a barrier to competition from other firms. However, we need to be mindful that, sooner or later, the barrier can start coming down. Take the gaming industry. It seems to be well insulated from competition by government regulation. But there could be a danger in relying on such barriers to entry. continue…
by Stuart Jackson Posted in Companies.
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Why we continue to like Sirtex
Scott Shuttleworth
October 21, 2016
At the end of August we provided some brief comments on the FY16 results of Sirtex Medical Limited (ASX:SRX). At the time, we noted that SRX should be on the radar of every value investor. We continue to hold that view, and are happy to share our most recent thoughts on the variables we consider when evaluating the business.
continue…by Scott Shuttleworth Posted in Companies.
TaggedSirtex Medical Limited (SRX)- 18 Comments
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POSTED IN CompaniesTaggedSirtex Medical Limited (SRX)
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IDP looks like being a Brexit beneficiary
Stuart Jackson
October 19, 2016
When Britain voted to leave the EU back on 23 June, it sent the British Pound (GBP) into a tailspin. It’s depreciated 18 per cent against the USD and AUD since the day before the vote. Brexit, and the weakened GBP, will have a material impact on the earnings and valuations of a number of ASX-listed companies doing business in the UK. But not all.
continue…by Stuart Jackson Posted in Companies, Editor's Pick, Global markets.
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POSTED IN Companies, Editor's Pick, Global marketsTaggedBrexit, IDP Education
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Updating Realestate
Roger Montgomery
October 17, 2016
Realestate.com (REA:ASX) is the kind of business we like. It’s a price maker, not a price taker. We believe it will continue to perform well as the property market matures. continue…
by Roger Montgomery Posted in Companies, Property.
TaggedREA Group (REA)- 5 Comments
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POSTED IN Companies, PropertyTaggedREA Group (REA)
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Who will win when Facebook takes on TradeMe?
Stuart Jackson
October 12, 2016
One of the stocks we hold in the domestic portfolios is TradeMe (TME:ASX). The company is an online marketplace for goods – effectively the eBay of New Zealand – and enjoys a dominant market position. But that could soon change. It is about to go head-to-head with Facebook, which has announced the launch of its own marketplace function. We will be watching TradeMe’s tussle with Facebook very closely. continue…
by Stuart Jackson Posted in Companies.
TaggedFacebook, TradeMe (TME)- 1 Comments
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Should value investors make use of news alerts?
Ben MacNevin
October 7, 2016
At 4:47pm on Monday, 3 October, Bloomberg flashed an alert – “Henderson Group News Demand Jumps; Stock Little Changed”. Fifteen minutes later, the $US6 billon merger of Henderson and Janus Capital was formally announced. It was a reminder of the power of big data analytics for share traders. continue…
by Ben MacNevin Posted in Companies.
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