Companies

JB Hi-Fi has made no secret of its desire to snap up The Good Guys. The fact that its share price is trading at a premium to consensus suggests it will not only bid successfully for The Good Guys, but get it for a good price too. But big questions hang over both the success of the bid, and what price they will pay. continue…

by Ben MacNevin Posted in Companies, Consumer discretionary.

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On 25 July, Woolworths provided a trading update that guided the market slightly lower on FY16 earnings. Given the negative sentiment surrounding the company, this was viewed as a positive outcome, and Woolworths’ share price appreciated 8.2 per cent on the day. Since then, Woolworths’ share price has drifted back 4 per cent, but remains well above its recent low of A$20.50 on 6 July. continue…

by Stuart Jackson Posted in Companies, Consumer discretionary.

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Carsales (ASX: CAR) announced solid growth in its core business for 2016, yet it was news concerning its rival CarsGuide that initially caught the market’s attention.   continue…

by Ben MacNevin Posted in Companies, Technology & Telecommunications.

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ResMed is a business we like. Our positive view of the company was reinforced when ResMed last week released a robust result for the fourth quarter of FY16. Its acquisition of cloud-based health solutions provider, Brightree, could produce an even stronger outlook. continue…

by Ben MacNevin Posted in Companies, Health Care.

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In this column published in The Australian, Roger comments on the state of flux in the automotive industry. Despite total new vehicle sales exceeding population growth even amid a weakening Australian dollar, there is very little that is stable about the car industry.  Read here.

by Roger Montgomery Posted in Companies, In the Press.

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You may be wondering why Pokemon is suddenly everywhere. Wasn’t that a fad 20 years ago? The popularity of the Pokemon Go app has not only turbo-charged Nintendo’s share price. It has also shown us, yet again, the significance of the ‘network effect’ – where a good or service becomes more valuable when more people use it. continue…

by Ben MacNevin Posted in Companies, Editor's Pick, Technology & Telecommunications.

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In a previous post, I outlined our thinking in respect of positioning the portfolio ahead of Brexit, particularly in regards to Henderson Group (ASX: HGG), which is the most direct exposure we have to the UK. continue…

by Tim Kelley Posted in Companies, Global markets.

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The Good Guys are about to start a roadshow to canvas interest in an IPO, and management is talking up a boost in future store numbers. Prospective investors should consider whether a big store rollout is feasible in such a competitive market, and whether future stores will be as profitable as current ones. continue…

by Ben MacNevin Posted in Companies.

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Altium (ASX:ALU) designs software that is used to design circuit boards in a virtual environment. These boards are later manufactured, becoming the backbone of every electronic device.  And devices of course are proliferating.

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by Roger Montgomery Posted in Companies, Stocks We Like, Technology & Telecommunications.

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CSL Limited (ASX: CSL) is a global developer and manufacturer of plasma-derived therapies for various diseases and disorders. We’ve blogged on CSL previously (see here) and for the most part, the story hasn’t changed. continue…

by Scott Shuttleworth Posted in Companies, Health Care.

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