Companies

On 16 July 2013 (during the first half of FY14), the Labor Government proposed changes to the Fringe Benefits Tax (FBT) treatment of novated leases, amid claims of “rorting”. These proposals shut down the car leasing and salary packaging industries. Even Ford blamed Kevin Rudd’s $1.8 billion FBT overhaul for halting production, forcing at least 750 workers to be stood down. continue…

by Russell Muldoon Posted in Companies.

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We’ll take a break from The Screen series for a few weeks, as our focus shifts to full-year company results and outlook statements. And while it’s still early days, a few businesses have already caught our attention. Below follow our notes on two of them. continue…

by Russell Muldoon Posted in Companies, Consumer discretionary, Health Care, Insightful Insights.

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Following our recent post on REA Group, I thought it worthwhile to observe the patience in which some companies invest their expansion capital. continue…

by David Buckland Posted in Companies, Insightful Insights, Property.

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Cochlear Ltd (ASX: COH) released its 2014 full-year financial results on Tuesday. The market reacted favourably to the result, largely due to the considerable increase in revenues from the first half of 2014 to the second half of 2014. However, we remain cautious about the company’s prospects for two reasons. continue…

by Ben MacNevin Posted in Companies, Insightful Insights, Value.able.

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A few weeks ago, Sydney Morning Herald journalist Barbara Drury spoke to David Buckland on what stocks look good (and not so good) this reporting season. The resulting article was published in the paper’s Money liftout, and can be viewed here.

by Roger Montgomery's Team Posted in Companies, Market commentary.

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On Friday morning, the local share market reacted negatively to overseas developments. I took this as an opportunity to screen the market in search of industry groups that offer attractive relative valuations, in order to focus on a few ideas for our research team to investigate. continue…

by Russell Muldoon Posted in Companies, Insightful Insights, Market Valuation.

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Ray White Group has thrown its weight behind a group of estate agents called Real Estate Digital Marketing Services (REDMS), to negotiate online ad rates, reported the SMH on Thursday. continue…

by Scott Shuttleworth Posted in Companies, Property.

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As already announced to the market, Aristocrat Leisure Limited (ASX: ALL) is preparing to undertake the biggest acquisition in its history, with an AU$1.494 billion all-cash takeover of US-based Video Game Technologies (VGT). continue…

by Russell Muldoon Posted in Companies, Technology & Telecommunications, Value.able.

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Last week I met with several companies in Melbourne, including Burson Group (ASX: BAP), Repco and Super Retail Group (ASX: SUL) to discuss their businesses and what they are presently doing to compete. continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights, Manufacturing, Value.able.

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 Vocus worth $6.10?

On Tuesday, we reported on the exciting future for Vocus Communications (ASX: VOC) after their AU$107.7m acquisition of New Zealand’s largest ducted inter-city fibre optic network operator, FX Networks. continue…

by Russell Muldoon Posted in Companies, Insightful Insights, Takeovers, Technology & Telecommunications, Value.able.

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