Companies

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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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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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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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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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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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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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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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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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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