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What’s next for Telstra?
Tim Kelley
August 1, 2019
This time last year we shared our investment thesis on Telstra and highlighted three sources of potential upside which we thought the market had not priced into the shares. In this article for Livewire Tim shares his views on why we continue to see opportunities for Telstra to improve its earnings in the medium term. Although how much is now factored into the higher share price? Read here.
by Tim Kelley Posted in On the Internet.
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MEDIA
Insane prices as private equity quits market
Roger Montgomery
July 3, 2019
In this article for Cuffelinks Roger discusses the 25 tech companies that have IPO’d in the US this year, raising US$19 billion. Prices for many listed and unlisted companies have reached insane levels. This will end badly, but when? Read here.
by Roger Montgomery Posted in On the Internet.
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The 11 things you must consider to help you buy quality shares
Roger Montgomery
July 2, 2019
Mark Story published an article in The New Daily which discusses some tricks when picking stocks. Mark draws on Roger’s view on the importance of return on equity. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Westpac customers braced for Apple Pay
Stuart Jackson
May 22, 2019
Lucas Baird published an article in the Australian Financial Review which discusses why Westpac is the only big four bank without Apple Pay functionality. Lucas draws on Stuart’s view that the resistance was probably linked to the fees Apple charges the banks. Read here.
by Stuart Jackson Posted in On the Internet.
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Bulls and bears: Healius still has a long way to go
Tim Kelley
May 8, 2019
Carrie LaFrenz published an article in the Australian Financial Review discussing one of the more divisive stocks in the market, Healius. Carrie draws on Tim’s view. Read here.
by Tim Kelley Posted in On the Internet.
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It’s unlikely Uber has a long-term future
Roger Montgomery
May 8, 2019
In this article for Cuffelinks Roger discusses the hottest IPO of 2019, Uber. When Uber’s private equity owners and other shareholders hinted they were ready to float in late 2018, a valuation of up to US$120 billion was quickly adopted following investment banker indications. Although is its future really that bright? Read here.
by Roger Montgomery Posted in On the Internet.
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Is THIS a Home Run Investment for Amazon?
Roger Montgomery
March 19, 2019
Harje Ronngard published an article for Money Morning where he mentions Roger’s view on Appen’s recent acquisition. What happens when money is cheap and optimism is high? Read here.
by Roger Montgomery Posted in On the Internet.
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Dividends, share buybacks boost earnings results
Roger Montgomery
March 5, 2019
Stephen Miles published an article in the Sydney Morning Herald which takes a look at the reporting season where many firms maintained their previous profit guidance. Stephen mentions Roger’s view that market sentiment had been so negative going into reporting season, the results were interpreted as being “not as weak as expected.” Read here.
by Roger Montgomery Posted in On the Internet.
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Ramsay plays down Brexit risks as British unit shows signs of recovery
Andreas Lundberg
March 1, 2019
Carrie LaFrenz published an article in the Australian Financial Review which discusses Ramsay Health Care and comments on Andreas’ view that Ramsay may not produce the growth they had previously and comments on their recent result. Read here.
by Andreas Lundberg Posted in On the Internet.
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Welcome to the Great Australian Deleveraging
Roger Montgomery
February 22, 2019
Record levels of debt accompanied by declining asset prices means we have entered a deleveraging phase putting other spending on the backburner. In this article for Cuffelinks Roger identifies the reason behind this. Read here.
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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