Companies
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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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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.
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Aftermarket or afterthought?
Scott Shuttleworth
July 14, 2014
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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Is Vocus worth $6.10?
Russell Muldoon
July 10, 2014
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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Forty consecutive quarters of growth
Russell Muldoon
July 7, 2014
It’s a rare feat indeed for businesses to grow consecutively year-on-year for a decade, and just a handful of companies will ever achieve such a milestone. So when you own a company that has just notched up its fortieth consecutive quarter of growth, you know you have something special. continue…
by Russell Muldoon Posted in Companies, Health Care, Insightful Insights.
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Stock Buybacks: A path to riches?
Scott Shuttleworth
July 4, 2014
Following on from my article on dividends, stock buybacks are another way in which firms can distribute earnings to shareholders. Buybacks can lead to significant gains, especially over a prolonged period. Before we dive into some case studies, let’s overview the general theory. continue…
by Scott Shuttleworth Posted in Companies, Investing Education.
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