On the Internet

Colin Kruger and Nick Toscano wrote an article in The Sydney Morning Herald which discusses how both Tabcorp and Healthscope have recently suffered from investor rebellions over executive pay and performance. Tim comments on Healthscope. Read here.

by Tim Kelley Posted in On the Internet.

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In this article for Cuffelinks Roger discusses fifth generation (5G) technology and the offer of radically faster 5G speeds. Nearly 80 per cent of the estimated US$350 billion spend on 5G infrastructure will be on hardware and network transformation projects. 5G will produce some winners and many losers, where are the opportunities? Read here.

by Roger Montgomery Posted in On the Internet.

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Carrie LaFrenz wrote an article in the Australian Financial Review which discusses Healthscope and the shareholder feedback in relation to the bid from BGH and the challenges facing the company ahead of its annual meeting next Wednesday. Read here.

by Tim Kelley Posted in Health Care, On the Internet.

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In this article published in Professional Planner, Roger discusses the Australian property market. Prices are falling at their fastest rate in five years, putting a definitive end to the debt-fuelled housing boom. The question on many investors’ and borrowers’ minds is whether it has only just begun. Read here.

by Roger Montgomery Posted in On the Internet.

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Jaz Harrison wrote an article in Rask Media which discusses Telstra’s Annual General Meeting and mentions Tim’s view on Telstra’s executive pay. Read here.

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by Roger Montgomery Posted in On the Internet.

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Robert Bolton wrote an article in the Australian Financial Review which discusses the Navitas takeover, after rejecting a $2 billion bid from a consortium led by private equity firm BGH Capital. Read here.

by Tim Kelley Posted in On the Internet.

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The investing process employed by Warren Buffett and Charlie Munger is striking not only for the long-term returns that have been generated, but also for its simplicity. This exclusive article for Livewire identifies three Aussie stocks that pass Buffett’s four step process. Read here.

by Roger Montgomery Posted in Editor's Pick, On the Internet.

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In this article for Cuffelinks Roger discusses Tesla and Afterpay, investors in these companies seem to have missed something. What is it? Read here.

by Roger Montgomery Posted in On the Internet.

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Peter Switzer published an article in Switzer Daily which discusses Telstra’s recent spike. Peter discusses Roger’s view and why he bought it when it fell below what he thought was its intrinsic value. Read here.

by Roger Montgomery Posted in On the Internet.

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Jonathan Shapiro published an article in the Australian Financial Review which questions whether Afterpay’s magic can continue. Jonathan discusses Roger’s view on the 2.5 per cent net transaction margin Afterpay generated in 2017. Read here.

by Roger Montgomery Posted in Editor's Pick, On the Internet.

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