Check out my latest article for the Australian about the big supermarkets new ceo's making the same old mistakes READ HERE
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As Capitalism Marches On…
Roger Montgomery
December 18, 2018
As we head towards the end of the year we often become more reflective. One of the conversations that recently has been cropping up with people I meet annually before Christmas is the various limitations of capitalism. And as I think about these conversations I have realised that time plays an important part in the power to respond in a way that has positive outcomes. Continue…
by Roger Montgomery Posted in Economics.
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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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Three reasons why discretionary spending is set to fall
Andreas Lundberg
December 13, 2018
Many economists believe that consumer spending is the most important short-run determinant of economic performance. Which is a worry. Because it looks like discretionary spending is heading south.
by Andreas Lundberg Posted in Consumer discretionary.
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- POSTED IN Consumer discretionary.
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