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What the market is missing with JB Hi-Fi
Roger Montgomery
February 12, 2019
In this article for Livewire Roger takes a look at JB Hi-Fi’s half year results. On the surface, it appears they are trading at a small discount to our estimated intrinsic value range but will negative sentiment return? You can find my key takeaways from the result here.
by Roger Montgomery Posted in On the Internet.
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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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Our view on Challenger
Andreas Lundberg
February 11, 2019
At the end of January, the market took a sledgehammer to the share price of Challenger (ASX:CGF) following a trading update. Clearly, many investors did not like what they saw. But was the update really that bad? Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Again with Investment Risk
Tim Kelley
February 8, 2019
As regular readers will know only too well, one of my pet peeves in investment markets is a lack of understanding of the role played by chance. Continue…
by Tim Kelley Posted in Investing Education.
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Why we think the market is still overvalued
Roger Montgomery
February 7, 2019
The recent falls in stock prices around the world have tempted many investors to dive in and grab some value. But we think this could be jumping the gun – many stocks could still have further to fall. Continue…
by Roger Montgomery Posted in Companies, Market commentary.
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