Companies
-
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.
- 5 Comments
- save this article
- POSTED IN Companies, Editor's Pick
-
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.
- 3 Comments
- save this article
- POSTED IN Companies
-
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.
- 4 Comments
- save this article
- POSTED IN Companies
-
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.
- 17 Comments
- save this article
- POSTED IN Companies
-
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.
- 28 Comments
- save this article
- POSTED IN Companies
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
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.
- save this article
- POSTED IN Companies
-
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.
- 11 Comments
- save this article
- POSTED IN Companies, Market commentary
-
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.
- save this article
- POSTED IN Companies
-
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
- save this article
-
POSTED IN CompaniesTaggedSirtex Medical Limited (SRX)
-
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.
TaggedBrexit, IDP Education- save this article
-
POSTED IN Companies, Editor's Pick, Global marketsTaggedBrexit, IDP Education
