Companies
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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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- 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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Season of the what, why and which
Roger Montgomery's Team
August 4, 2014
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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The screen
Russell Muldoon
August 4, 2014
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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Winter Is Coming
Scott Shuttleworth
July 28, 2014
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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Aristocrat buys Video Gaming Technologies
Russell Muldoon
July 16, 2014
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.
