Consumer discretionary
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AFR: G8 Education to buy 91 centres
Roger Montgomery's Team
March 27, 2014
On the blog last week, Russell questioned whether childcare operator G8 Education (GEM:ASX) is worth more than five dollars per share. In Tuesday’s issue of the Australian Financial Review, Jessica Gardner reported on G8’s recent purchase of 91 centres from Sterling Early Education for $228m. After talking with G8 management, Russell was quoted in the article, which you can read here.
by Roger Montgomery's Team Posted in Consumer discretionary.
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Kathmandu still climbing
Ben MacNevin
March 27, 2014
Kathmandu (ASX: KMD) has reported pleasing financial results for the January 2014 half-year. While Kathmandu’s store rollout is well on track, it’s the company’s long term potential that has us excited. continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights.
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Retailers to rise to the digital generation
Roger Montgomery
March 25, 2014
In this interview with Ticky Fullerton on ABC’s The Business on 25 March 2014, Roger discusses the current state of the Australian bricks-and-mortar retail offering – and how retailers will need to evolve to succeed. Watch here.
by Roger Montgomery Posted in Consumer discretionary.
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MEDIA
Flight Centre flying high
Roger Montgomery
February 20, 2014
In this article for the Switzer Super Report, I look at the success of Flight Centre and the company’s willingness to embrace the consumer preference for online purchasing. Read here.
by Roger Montgomery Posted in Consumer discretionary, On the Internet.
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Carsales: Cruising ahead of the pack
Russell Muldoon
February 17, 2014
Some of the biggest and best online businesses are lists. Everything from lists of cars, boats and houses, to lists of flights and hotel rooms, right on down to lists of pizza.
And just for you, we’ve even created one below. A shortlist of some of the market’s recent winners based on positive announcements so far this year. continue…
by Russell Muldoon Posted in Companies, Consumer discretionary.
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Looking at: JB Hi-Fi’s pre-half-yearly report
Russell Muldoon
February 10, 2014
We’ve recently experienced a rash of downgrades to market expectations: including Super Retail Group (SUL) and The Reject Shop Limited (TRS), along with poor showings from US electronics retailers and the material decline to the share price of JB Hi-Fi Limited (JBH). continue…
by Russell Muldoon Posted in Companies, Consumer discretionary.
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The Merger of Myer and David Jones: TBC.
Tim Kelley
February 7, 2014
An interesting situation is unfolding between David Jones and Myer. Having done a lot of work preparing a merger-of-equals proposal last year, Myer is clearly convinced that a combination makes sense. At some point, a combination of the two presumably does need to happen. continue…
by Tim Kelley Posted in Consumer discretionary.
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Sector Sentiment
Ben MacNevin
February 5, 2014
Analysts weren’t expecting a bumper Christmas period; the general expectation was for relatively steady sales growth to finish the year. However, sentiment in the retail sector has taken a negative turn after disappointing trading updates from key retailers. Should this be cause for concern? continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights.
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Credit Corp Maintains Momentum
Russell Muldoon
February 3, 2014
For those who have been reading our quarterly updates for the past few years on Credit Corp Group Limited (CCP), we must be beginning to sound like a broken record. We certainly feel like one. continue…
by Russell Muldoon Posted in Companies, Consumer discretionary, Technology & Telecommunications.
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Alert: Which Floats Will Sink or Swim?
Roger Montgomery
December 5, 2013
Veda opens near our intrinsic value estimate of $1.77.
As you know we have been speaking about the only game in town being the current rash of IPOs for some time. continue…
by Roger Montgomery Posted in Consumer discretionary, Technology & Telecommunications.
