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MEDIA
Money News 14.05.2019
Roger Montgomery
May 15, 2019
In this interview on Money News, Roger discusses the recent downgrades for companies leveraged to the housing market. For those companies doing well, success is more than reflected in their share prices – leaving very little for value investors. Although which companies should you keep an eye on?
by Roger Montgomery Posted in Radio.
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Why Smart Group keeps outperforming Eclipx
David Buckland
May 15, 2019
The contrasting fortunes of fleet management businesses, Smart Group and Eclipx, highlight yet again the importance of making good corporate acquisitions. Continue…
by David Buckland Posted in Companies.
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Why Labor’s parent visa policy could help healthcare firms
Andreas Lundberg
May 14, 2019
I’m pretty sure most voters aren’t aware of the Australian Labor Party’s parent visa policy. But investors should be. Because, if Labor wins the upcoming election, this policy could benefit many healthcare companies. Continue…
by Andreas Lundberg Posted in Health Care.
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Is the proposed TPG – Vodafone merger impacting Telstra?
Tim Kelley
May 14, 2019
In this week’s video insight Tim takes a closer look at the recent developments relating to the TPG-Vodafone merger. Last week the ACCC announced that it has decided to block the merger. Will they still proceed with attempting to build a network? Continue…
by Tim Kelley Posted in Video Insights.
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How a slowing listings environment impacts Domain and REA Group
Joseph Kim
May 13, 2019
The topic of the property market is a favourite obsession for many Australians given the significant percentage of household wealth the asset class represents for most Australians. There is plenty of media and other commentary discussing property market conditions on any given day – including from other contributors to the blog – so I won’t delve into where I think prices will go in the future. However, a slowing property market does have implications for listing volumes. Continue…
by Joseph Kim Posted in Companies, Editor's Pick, Property.
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