Companies
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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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Power Plays
Ben MacNevin
June 30, 2014
There has been growing resistance within the real estate industry towards the price increases being enforced by realestate.com.au, which is owned by REA Group (ASX: REA). We cannot help but draw parallels to Carsales.com (ASX: CRZ). continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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What’s Next?
Ben MacNevin
June 5, 2014
NextDC (ASX: NXT), the developer and operator of data centres, is at an interesting cross roads. Having secured a national footprint, will the company continue to focus on expansion, or will it turn to demonstrating profitability? continue…
by Ben MacNevin Posted in Companies, Technology & Telecommunications.
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Looking to: SAI Global
Ben MacNevin
May 29, 2014
SAI Global (ASX: SAI) is a company that we’ve identified as having some attractive investment prospects, but one that we prefer to watch rather than invest in. Since it has recently received an indicative and non-binding proposal from private equity, was it the correct decision to wait on the sidelines? continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Caterpillar machine sales cratering outside North America
David Buckland
May 22, 2014
Caterpillar Inc’s March 2013 quarterly net income was down 45 per cent to $0.88 billion, on a 17.5 per cent reduction in revenue to $13.2b (click here to read our original post on the reduction). continue…
by David Buckland Posted in Companies, Insightful Insights.
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Valuation, not speculation
Ben MacNevin
May 19, 2014
In the space of a fortnight, Treasury Wine Estate (ASX: TWE) has dismissed reports that it has been approached by two separate bidders for the company’s US assets. Speculation of this sort should never form the basis of your investment decision making. continue…
by Ben MacNevin Posted in Companies, Insightful Insights, Investing Education, Manufacturing.
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Does a valuable service mean a valuable company?
Ben MacNevin
May 16, 2014
To society, waste management is a valuable service. Consider what would happen if your garbage wasn’t collected for a month. Unfortunately, servicing this critical need does not translate to sustainable long-term value for waste management companies. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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Does MTU Offer Value?
Tim Kelley
May 15, 2014
Telecommunications supplier M2 Group (ASX: MTU) is a business we have previously owned in The Montgomery Fund, and it was a rewarding experience. MTU shares rose from around $3.50 when TMF was launched in August 2012, to over $6.00 in August 2013. We parted ways with MTU at that time, as the full-year results announcement showed that MTU’s debt-fuelled acquisition strategy had stretched its balance sheet beyond the limits we consider to be investment grade. continue…
by Tim Kelley Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Sirtex test results: what they mean
Russell Muldoon
May 15, 2014
Longer-term investors in Sirtex Medical Limited (ASX: SRX) might be aware that the business invests heavily – around $60m in recent years – to fund a number of large-scale studies intended to prove the efficacy of their core medical device, SIR-Spheres microspheres (SIRT). The goal is to provide the statistical evidence required to drive earlier adoption globally of their SIRT procedure in the treatment of inoperable liver cancers. continue…
by Russell Muldoon Posted in Companies, Health Care, Insightful Insights.
