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Costco – disruption in your shopping cart
Scott Shuttleworth
September 25, 2014
In this article for The Switzer Super Report, Scott Shuttleworth takes a look at Costco and its entry into the Australian market since it established operation back in 2009. Competitive landscapes evolve slowly so there is no immediate threat to Woolworths and Coles but even the best businesses need to adapt to new competition. Read here.
by Scott Shuttleworth Posted in Insightful Insights, On the Internet.
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Aggressive UK strategy drives Slater & Gordon
Russell Muldoon
September 15, 2014
In this article for The Switzer Report, Russell Muldoon comments on Slater & Gordon and the increase in share price from September 2013. Having already established a strong brand and cash-generative business in Australia the company has now identified an opportunity to enter the highly fragmented UK law industry. Read here.
by Russell Muldoon Posted in On the Internet.
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Pay attention to how growth is financed
Roger Montgomery
September 12, 2014
In this article for Cuffelinks, Roger Montgomery follows up from an earlier discussion on growth, and reminds us that not all growth is good growth. Read here.
by Roger Montgomery Posted in On the Internet.
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There’s growth, and then there’s growth
Roger Montgomery
August 29, 2014
In this article for Cuffelinks, Andrew Macken warns investors of taking the numbers being reported by companies at face-value. Read here.
by Roger Montgomery Posted in On the Internet.
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The NBN’s impact on Telstra, iiNet and TPG
Roger Montgomery
August 28, 2014
In this article for The Switzer Super Report, Roger considers the impact the NBN will have on existing telecom providers. Read here.
by Roger Montgomery Posted in On the Internet.
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Deep dives make better investment decisions
Roger Montgomery
August 15, 2014
In this article for Cuffelinks, David Buckland considers what it takes to make better investment decisions. Read here.
by Roger Montgomery Posted in On the Internet.
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JB Hi-Fi – can growth be maintained?
Roger Montgomery
August 7, 2014
In this article for The Switzer Super Report, Roger looks to JB Hi-Fi, a company that’s had a stellar run over the past decade, who may now be facing slowed growth in light of competitive forces. Read here.
by Roger Montgomery Posted in On the Internet.
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Learn your knowns and unknowns
Roger Montgomery
July 31, 2014
In this article for Cuffelinks, Roger helps investors to better judge when they know enough about a company to make an investment. Read here.
by Roger Montgomery Posted in On the Internet.
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Why airlines don’t make for a good investment
Roger Montgomery
July 24, 2014
Earlier in the week, I spoke to Elena Torrijos of Yahoo Finance Singapore, about why airlines don’t make good investments, and you can read Elena’s article on Yahoo here.by Roger Montgomery Posted in Airlines, On the Internet.
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Tassal – something smells fishy
Roger Montgomery
July 24, 2014
In this article for The Switzer Super Report, Roger considers Atlantic salmon producer Tassal, and the larger agricultural investment theme. Read here.
by Roger Montgomery Posted in On the Internet.
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