Companies
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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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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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And the gold medal goes to…
Roger Montgomery
September 5, 2016
As we’ve pointed out recently, it’s getting harder and harder to find quality Australian businesses with really strong prospects. Which is why we are quite excited about Altium (ASX:ALU) and Vitagroup (ASX:VTG). Their profit results for FY16 were arguably two of the reporting season’s best.
continue…by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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After a big price drop, is IPH now a buy?
Ben MacNevin
September 2, 2016
IPH (ASX: IPH) was one of 2014’s hottest floats. It listed at $2.10 and peaked at $9.34 in February 2016. But with its share price now below $5.50, does IPH present an investment opportunity? continue…
by Ben MacNevin Posted in Companies.
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Faster, higher, stronger – it’s time to watch Altium
Roger Montgomery
September 1, 2016
Just because a company’s share price rises strongly doesn’t mean it no longer represents ‘good value’. It could still be ‘cheap’ if its value outstrips its share price rise. Take Altium (ASX:ALU), for example, which just reported exceptional results for FY16, and forecast a very rosy FY17. Altium’s share price rocketed to an all-time high, but we think the company might still be one of the best value propositions on the ASX. continue…
by Roger Montgomery Posted in Companies.
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Why we prefer to hold, and not TradeMe
Stuart Jackson
August 31, 2016
TradeMe is New Zealand’s leading online marketplace. It’s like eBay, REA, CAR and SEK all rolled into one. Having upgraded its trading platform, the company is set to return to strong earnings growth from FY17. TradeMe fits a number of our preferred investment characteristics, and we continue to hold it in our funds. continue…
by Stuart Jackson Posted in Companies.
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