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Super Cheap defies the retail gloom
Roger Montgomery
July 30, 2019
Not all brick and mortar retailers are doing it tough. Take Super Retail Group (ASX:SUL), for example. The owner of Supercheap Auto, Rebel, Macpac and BCF is showing how to maintain margins, and fend off the digital disruptors. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.
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Shoddy building practices are a ticking time bomb that won’t go away
David Buckland
July 29, 2019
Australia’s recent residential building boom saw the rapid erection of hundreds of high-rise apartment blocks, and, for a while, everyone seemed to be making money. But now the cost of poor building standards is coming back to bite many players in the industry. Continue…
by David Buckland Posted in Editor's Pick, Property.
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MEDIA
Banking cop zeros in on gratuitous bank boss bonuses
Roger Montgomery
July 25, 2019
In this radio interview I joined Linda Mottram at the ABC to discuss APRA’s recent announcement to crack down and propose a range of measures for Bank executives to do the right thing, even by potentially taking back previous bonuses. Listen here.
by Roger Montgomery Posted in Radio.
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The case to invest globally just got stronger
Roger Montgomery
July 25, 2019
Right now, there’s no shortage of analysts cautioning investors that equities are over-priced, given that many businesses are sitting on elevated, if not euphoric, multiples. But looking more closely, is it the right time to switch out of cash and into global equities? Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets.
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MEDIA
Money News 23.07.2019
David Buckland
July 24, 2019
In this interview on Money News, David Buckland joined John Stanley to discuss the evolving media and advertising landscape. Google, Facebook, Alibaba and Tencent have a collective market cap of US $2.2 trillion, which is 50 per cent larger than the top 300 stocks in Australia. Where are the opportunities in digital platforms?
by David Buckland Posted in Radio.
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