Editor’s Pick
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The headwinds affecting Australia’s Free to Air Television are strengthening
David Buckland
August 3, 2016
Name the Company which has been Australia’s number one player in its field for ten consecutive years, has recorded $2.54 billion of “Significant Losses” in the past four financial years and will likely see its Earnings Before Interest and Tax (EBIT) (excluding Significant Items) decline by 45 per cent over the five years to June 2017? continue…
by David Buckland Posted in Editor's Pick, Media Companies, Technology & Telecommunications.
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Sorry is the hardest word
Stuart Jackson
July 22, 2016
As we head into another reporting season, we have taken a quick look at recent trading updates from companies and what this might tell us about what to expect from results. continue…
by Stuart Jackson Posted in Editor's Pick, Market commentary.
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What’s the Go with Pokemon?
Ben MacNevin
July 15, 2016
You may be wondering why Pokemon is suddenly everywhere. Wasn’t that a fad 20 years ago? The popularity of the Pokemon Go app has not only turbo-charged Nintendo’s share price. It has also shown us, yet again, the significance of the ‘network effect’ – where a good or service becomes more valuable when more people use it. continue…
by Ben MacNevin Posted in Companies, Editor's Pick, Technology & Telecommunications.
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Property can only produce modest returns
Roger Montgomery
July 11, 2016
As mortgage interest rates in Australia have declined from more than 18 per cent in the late 1980s to just on 4 per cent today, house prices have become more expensive relative to incomes. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Will growing reliance on mortgage brokers hit the banks’ brand power?
Stuart Jackson
July 5, 2016
In recent years, we’ve seen CBA, ANZ and Westpac increasingly turn to brokers to originate mortgages. But could this trend erode their brand value and, consequently, reduce their ability to generate a higher than normal return on capital? continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services.
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How to pick the best growth stocks
Roger Montgomery
June 28, 2016
As a long-term investor I know our clients will do just fine if we own shares in companies able to reinvest capital at high rates of return. If I auctioned a $100 million bank account earning an enduring 20 per cent interest rate, I would receive more for it than a bank account with $10 million earning the same 20 per cent. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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Cash is king when the market holds the aces
Roger Montgomery
June 27, 2016
Cash. For such a simple investment, it can cause an awful lot of grief. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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Market noise
Roger Montgomery
June 24, 2016
In this week’s video insight Roger Montgomery comments on the EU referendum. How important is it to react to market noise?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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How to position your investments for Brexit
Tim Kelley
June 22, 2016
With Britons about to cast their vote on leaving the European Union, many investors are asking how they should position themselves in the event the ‘yes’ vote gets up. As fund managers, it’s a question we’ve been forced to address head on. continue…
by Tim Kelley Posted in Editor's Pick, Financial Services, Global markets.
TaggedBrexit- 6 Comments
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POSTED IN Editor's Pick, Financial Services, Global marketsTaggedBrexit
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The World’s Largest Employers
Ben MacNevin
June 17, 2016
CSLA has produced a table of the world’s biggest workforces to highlight how companies like Walmart, McDonald’s and Foxconn (a manufacturer of Apple products) are already moving towards large-scale automation. continue…
by Ben MacNevin Posted in Editor's Pick, Technology & Telecommunications.