Companies
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If you can’t beat ’em… join ’em
Scott Shuttleworth
October 17, 2014
The Hong Kong business of REA Group Limited’s (ASX: REA) Realestate.com has been one of a few dull spots on an otherwise bright canvas for quite some time. Through a well-executed move, they seem to have changed their prospects in the country. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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Don’t let a catastrophe sneak into your portfolio
Scott Shuttleworth
October 13, 2014
The rewards in the stock market can be vast – why else would we spend so much time on it? But the risks can often go overlooked as we dream of retiring down at the beach tomorrow. One risk I’d like to highlight is catastrophe risk. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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CSL plans for expansion
Ben MacNevin
October 10, 2014
CSL has announced a $450 million investment to expand its global production capacity. continue…
by Ben MacNevin Posted in Companies, Health Care, Insightful Insights, Value.able.
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Looking at: Vocus Communications
David Buckland
September 3, 2014
I was reading the Independent Report on the merits of the proposed acquisition of FX Networks by Vocus Communications Ltd (ASX: VOC), and thought I would provide the following points made by KPMG, that haven’t previously been articulated in past posts. continue…
by David Buckland Posted in Companies, Technology & Telecommunications, Value.able.
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Super Ambitious Group
Scott Shuttleworth
August 29, 2014
Last week, Super Retail Group Limited (ASX: SUL) reported to an uncertain retail sector. Having a flick through their investor presentation and the group’s financials – and considering some of the headwinds over the last financial year – it’s quite a fair result. continue…
by Scott Shuttleworth Posted in Companies, Consumer discretionary, Insightful Insights.
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An update on: AGI
Roger Montgomery
August 27, 2014
A number of investors have posted requests for us to look at Ainsworth Game Technology Ltd (ASX: AGI) following the sell-off in the market price yesterday. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Technology & Telecommunications.
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They’re back
Russell Muldoon
August 26, 2014
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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Stocks to watch
Russell Muldoon
August 14, 2014
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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REA Group’s strategic stake in iProperty
David Buckland
August 14, 2014
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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Sounding out the risks
Ben MacNevin
August 7, 2014
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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