Search Results for: thorn group
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The Year Ahead, Tell Us What You Think – The Results
Dean Curnow
February 20, 2019
We recently asked our readers to answer three questions on where they think the best returns will come from and what risks lie ahead for equity markets in 2019. Here are the results. Continue…
by Dean Curnow Posted in Investing Education.
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How long can JBH and SUL defy the retail gloom?
Roger Montgomery
February 18, 2019
JB Hi-Fi (ASX:JBH) and Super Retail Group (ASX:SUL) recently released their HY19 results. They were surprisingly strong, beating market expectations that have been progressively downgraded amid slumping national retail sales and foot traffic numbers. The question for investors is: how long can they defy the retail gloom? Continue…
by Roger Montgomery Posted in Companies.
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Blue skies ahead for Sydney Airport?
Joseph Kim
February 15, 2019
Sydney Airport is Australia’s busiest airport. Its owner – Sydney Airport Holdings (ASX:SYD) – has profited from Australia’s growing attraction as a tourism destination, and the airport’s monopoly position. So what does the future hold for its key earnings drivers? Continue…
by Joseph Kim Posted in Companies.
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What price should you pay for REA?
Roger Montgomery
February 14, 2019
REA Group (ASX:REA), which operates Australia’s leading property websites, is a high-quality business and one we are happy to own – at the right price. But what is the right price? Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Despite the recent rally in Service Stream, is it still cheap?
David Buckland
February 12, 2019
In 2019, the Service Stream (ASX: SSM) share price has risen by 24 per cent to around $2.17, and for the half-year to December 2018, the Company has reported an excellent set of numbers. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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Shareholders celebrate Royal Commission recommendations
Stuart Jackson
February 6, 2019
The recommendations of the final report by the Royal Commission into Financial Services were far more benign than the market feared. And that’s seen an immediate bounce in bank share prices. Can shareholders now relax? Continue…
by Stuart Jackson Posted in Financial Services.
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Previewing the HY19 ASX Reporting Season
Roger Montgomery
February 5, 2019
For every company that upgraded their outlook during the Confession Season, for the first half of the 2019 financial year, five companies have downgraded. For the same period a year earlier, that ratio was three-to-two. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Putting the recent global correction into perspective
Scott Phillips
February 1, 2019
As most Australians venture back to work throughout the month of January, it will be somewhat of a relief that global equity markets have staged a U-turn from the previous quarter and look set to post a solid positive return for the month (as at the time of writing, being 25/1/19 the MSCI World index MTD was 4.5 per cent higher). Continue…
by Scott Phillips Posted in Market commentary.
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Money News 30.01.2019
David Buckland
January 30, 2019
David Buckland joined Ross Greenwood on Money News to discuss the outlook for companies and their results during the February reporting season. Eclipx Group announced a softer than expected December quarter and the share price began to decline seconds later. How cautious do we need to be?
by David Buckland Posted in Radio.
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Christmas fails to bring cheer to traditional retailers
Andreas Lundberg
January 30, 2019
Yet another gloomy set of figures has just been released highlighting the woes that beset bricks-and-mortar retailers. It confirms our view that investors need to be cautious about retail stocks and, by extension, their landlords. Continue…
by Andreas Lundberg Posted in Consumer discretionary.
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Early signs of the negative wealth effect
David Buckland
January 17, 2019
The negative wealth effect from falling residential property prices combined with the podium position for Australian Household Debt to GDP (120 per cent) and Australian Household Debt to Disposable Income (200 per cent) is starting to bite. Continue…
by David Buckland Posted in Market commentary.
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Money News 15.01.2019
David Buckland
January 16, 2019
David joined Ross Greenwood to discuss the earnings season ahead for companies with the February half-year reporting round looming. Some retailers have already come out with cautious commentary. They also comment on the share price decline of Costa Group.
by David Buckland Posted in Radio.
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The headwinds faced by the big four banks
Stuart Jackson
January 16, 2019
As they say, “when it rains it pours” and that can certainly be said for the major banks in Australia as they are confronted with a raft of issues and a new development with their New Zealand operations. Continue…
by Stuart Jackson Posted in Financial Services.
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Farewell 2018, Hello 2019
David Buckland
January 2, 2019
As 2018 has drawn to a close, let’s take a look at the year that was. Excluding dividends, the Australian market declined 7.5 per cent over 2018 to 5,709 points. By August, the market was at 6,460 points, and the all-time high of 6,850 points recorded in November 2007 appeared to be within reach. However, the final four months of the year was a rough period for most equity investors. Continue…
by David Buckland Posted in Market commentary.
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Will Baby Bunting be able to withstand Amazon?
David Buckland
December 17, 2018
At the current $2.06, Baby Bunting Group Limited (ASX:BBN) has a market capitalization of $260 million, and with net debt of $4 million it is selling on an enterprise value of 10.2X Fiscal 2019 forecast earnings before interest, tax, depreciation and amortization (EBITDA) of $26 million. Continue…
by David Buckland Posted in Companies.
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Falling house prices mean tough times for retailers
Roger Montgomery
December 14, 2018
Over the last two years, I’ve been warning that the housing price and residential construction boom would end, leaving a bit of a mess. The big question now is not whether house prices will fall further. It is which other sectors will be impacted, and to what extent? Continue…
by Roger Montgomery Posted in Consumer discretionary, Property.
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Managed accounts: What’s all the fuss about?
Dean Curnow
December 11, 2018
The buzz word in the platform space this year has been managed accounts. Larger financial planning licensee and planner groups are now considering or in the process of setting up their own managed accounts. Some of the platform providers with leading technology benefiting from this trend have been ‘the independents’ such as Netwealth and HUB24, amongst a handful of other providers. Continue…
by Dean Curnow Posted in Investing Education.
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Is Trade Me about to go under the hammer?
Stuart Jackson
December 11, 2018
New Zealand’s biggest and most popular internet auction and classifieds website, Trade Me (ASX:TME), is being put under the microscope by two potential bidders – Apax Partners and Hellman & Friedman. And there’s speculation that more bids are likely for this strong and growing business. Continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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Have the banks been pushed below fair value?
Roger Montgomery
December 6, 2018
Slowing growth and tightening profit margins, customers entering financial stress and falling asset values; It sounds like the recipe for a disastrous investment but what if the price of the investment has factored in something even worse, which failed to eventuate? Continue…
by Roger Montgomery Posted in Companies, Financial Services.
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Thinking about how to position a client’s portfolio today
Scott Phillips
November 29, 2018
In my role as Head of Distribution here at Montgomery, I am usually engaging with many financial planners on a daily basis. I thought it may be interesting to share with you the most recent observations I have garnered from a broad cross section of these financial planners as they seek to best set their client’s portfolio assets in the current economic environment. Continue…
by Scott Phillips Posted in Investing Education, Market commentary.
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