Video Insights
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Emerging themes from the August 2019 reporting season
Stuart Jackson
September 5, 2019
In this week’s video insight Stuart wraps up reporting season and identifies common themes. Outlook statements provided by companies generally disappointed, with forecasts for 39 per cent of companies being downgraded as compared to just 18 per cent of company earnings forecasts being upgraded. In terms of sector performance, the most significant detractor was the mining sector, with the large iron ore stocks giving back some of their stellar gains for the calendar year to date.
by Stuart Jackson Posted in Video Insights.
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A look into Steadfast’s FY19 earnings results
Joseph Kim
August 27, 2019
In this week’s video insight Joseph provides an update on Steadfast’s FY2019 results. Steadfast reported underlying earnings before interest, tax and amortisation of $193 million, which was a 17 per cent increase on 2018. The outlook bodes well for Steadfast shareholders in the medium term, with the market rewarding the result with a positive share price response despite the additional share issuance to raise capital for future acquisitions.
continue…by Joseph Kim Posted in Video Insights.
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Should you stay as far away as possible from the WeWork IPO?
Andreas Lundberg
August 22, 2019
In this week’ video insight Andreas takes a closer look at the largest upcoming IPO – WeWork. WeWork provide office space on a temporary basis to business or individuals that either don’t want to commit to a longer lease or that only need office space temporarily. We think investors should be super cautious. Here’s why.
by Andreas Lundberg Posted in Video Insights.
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What’s next for the residential construction industry?
Roger Montgomery
August 15, 2019
In this week’s video insight, Roger takes a look at what the future holds for the residential construction industry. We have maintained the view that retailers will report reasonable numbers for FY19 with construction activity still strong as homes that were ordered a year or two ago are still under construction. But once those homes are completed, will the picture for retailers deteriorate rapidly?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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One thing to look out for this reporting season
Stuart Jackson
July 30, 2019
In this week’s video insight Stuart provides commentary on one of the issues we will be monitoring this reporting season. After a fairly brutal confession season, analyst forecasts for earnings per share growth from the industrial stocks (excluding financials) in FY2019 has been reduced markedly. Find out why potential risk lies is in the guidance statements.
by Stuart Jackson Posted in Video Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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How investors should think about low interest rates
Tim Kelley
July 23, 2019
In this week’s video insight Tim discusses how investors should think about extremely low interest rates. In theory, these very low rates of interest increase the value of financial assets like equities. However, Tim identifies three key points investors should keep in mind. continue…
by Tim Kelley Posted in Video Insights.
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Four companies in a structurally growing industry
David Buckland
July 9, 2019
In this week’s video insight David takes a closer look at the migration of advertising spend to digital platforms. The Western world is dominated by Google and Facebook, and China is dominated by Alibaba and Tencent. We believe all four of these companies have business models in structurally growing industries. continue…
by David Buckland Posted in Video Insights.
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How we assess value
Andreas Lundberg
June 17, 2019
In this week’s video insight Andreas shares our valuation framework for assessing a company. Our framework is based on the concept of intrinsic value, where we form a view of what a business is worth and then compare that valuation to what the market is prepared to pay. How does our approach differ to other investors?
continue…by Andreas Lundberg Posted in Video Insights.
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How pricing power allows a company to remain in control
Stuart Jackson
June 4, 2019
In this week’s video insight Stuart discusses the impact pricing power has on the quality of a company. Pricing power will invariably allow a company to generate a return above its cost of capital. But it also yields another major benefit.
by Stuart Jackson Posted in Video Insights.
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Will be see an unwind of the boom in unicorns?
Roger Montgomery
May 21, 2019
In this week’s video insight Roger takes a closer look at private equity. With interest rates declining over recent years, investors have fled from cash into fast growing start-ups. Although how can the multiples of these companies keep expanding if they are profitless?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
