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MONEY NEWS 28.08.2018
Roger Montgomery
August 29, 2018
In this interview on Money News, Roger discusses with Ross Greenwood CommSec’s statement that 93 per cent of companies who have reported to date, have reported a profit, which is good news for government tax collection. However, the news isn’t all rosy with land sales and renovations slowing. Despite consumer confidence, why are our department stores going backwards?
by Roger Montgomery Posted in Radio.
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What can Origin’s earnings result tell us about the importance of cash-flow conversion?
Joseph Kim
August 29, 2018
One area of investing that is often overlooked or underappreciated by the market is a company’s ability to generate cash-flow rather than earnings in a Profit and Loss statement. This fact may seem obvious to small business owners, but it is cash-flow that is the lifeblood of a business that allows a company to make profit, reinvest into the business and provide a return to the owners and shareholders. Continue…
by Joseph Kim Posted in Companies.
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Retailers could soon feel the heat from a cooling property market
Roger Montgomery
August 28, 2018
Recent reporting season results tell a story of falling property prices and rising indebtedness. This is starting to hurt property speculators, lenders and builders, and could soon impact many retailers due to the negative ‘wealth effect’ on consumer sentiment. Continue…
by Roger Montgomery Posted in Companies, Property.
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An update on Seek’s full year results
Stuart Jackson
August 28, 2018
In this week’s video insight Stuart takes a look at Seek’s (ASX:SEK) full year results. In the 2018 year, Seek reported 24.4 per cent revenue growth. This was a strong result driven by an acceleration in revenue growth in the Australasian, Chinese and Asian businesses.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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One-Off Items Field Guide: Onerous Leases
Tim Kelley
August 27, 2018
Something that has caught our eye recently is a prevalence of companies taking onerous lease provisions as part of their financial reporting. Continue…
by Tim Kelley Posted in Investing Education.
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Kogan’s profit soars, but its share price still looks pricey
Roger Montgomery
August 24, 2018
Between March and July this year, the share price of Australian e-tailer, Kogan (ASX: KGN), plummeted from $9.85 to under $5.00. The share price is now rebounding on the back of an impressive profit result. So, how should value investors view this fast-growing business? Continue…
by Roger Montgomery Posted in Companies.
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