Companies
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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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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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Ramsay remains in rude health
Ben MacNevin
September 29, 2016
The Montgomery funds have emerged from reporting season with a new investment – Ramsay Health Care (ASX: RHC). Ramsay is one of the top private hospital operators in the world. It’s been a stellar performer on the ASX and, in its recent financial report, signalled more solid growth to come.
continue…by Ben MacNevin Posted in Companies, Editor's Pick, Stocks We Like.
TaggedHealthscope (HSO), Ramsay (RHC)- 7 Comments
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POSTED IN Companies, Editor's Pick, Stocks We LikeTaggedHealthscope (HSO), Ramsay (RHC)
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Healthscope: On Time, On Budget, Encore!
Ben MacNevin
September 23, 2016
Healthscope is investing heavily in its hospitals to accommodate Australia’s growing demand for health care. Its 2016 full year result indicates they’re well on track to deliver margin expansion and strong earnings growth over the coming years. continue…
by Ben MacNevin Posted in Companies.
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How to assess JB Hi-Fi
Tim Kelley
September 20, 2016
The recent move by JB Hi-Fi (JBH:ASX) to acquire The Good Guys has a lot of investors excited. Largely, it seems, because the tie-up will help consolidate the retailer’s pricing power in an already concentrated industry. But while we’re happy to shop there, we’re not yet convinced JBH meets our investment criteria. continue…
by Tim Kelley Posted in Companies.
TaggedJB Hi-Fi (JBH)- 9 Comments
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We’d like to sing the praises of Chorus Limited
Tim Kelley
September 12, 2016
One investment that has served us well over the past year is a holding in Chorus Limited (ASX: CNU) – the owner of New Zealand’s copper telecommunications network, and a major player in the construction of New Zealand’s Ultrafast Broadband Project – New Zealand’s equivalent of the NBN. continue…
by Tim Kelley Posted in Companies.
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