A conversation with one of the owners of the largest residential builders has revealed that the slowdown in construction activity has indeed commenced. read here
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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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Long Tails in Entertainment
Amit Nath
May 13, 2019
As virtually every entertainment option, from television and film to music and books, moves from the analog realm to the digital world, game consoles like Microsoft’s Xbox and Sony’s Play Station have been slow to make a meaningful transition, until now. Continue…
by Amit Nath Posted in Companies.
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Trading Day Live Featuring Roger Montgomery: 09 May 2019
Roger Montgomery
May 10, 2019
Roger appeared on Your Money’s Trading Day Live to discuss whether a housing crash is ensured without any action? An increase in unemployment in the construction sector will also have an impact on the retail sector and consumer finance businesses.
by Roger Montgomery Posted in TV Appearances.
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Uniti is now Unifying; another agreed acquisition
David Buckland
May 10, 2019
Since writing on Uniti Wireless Limited (ASX: UWL) five weeks ago, two things have occurred. Firstly, the company has announced two acquisitions. Pivit Pty Ltd was acquired for approximately $0.45 million inclusive of all customer assets, brand and associated intellectual property and more recently Fone Dynamics was acquired for between $5.04 million and $8.4 million, depending on their EBITDA in each of the years to June 2019 (base consideration) and the year to June 2020 (performance-based consideration). Continue…
by David Buckland Posted in Companies.
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