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Outdoor media shines in the ad spend gloom
Stuart Jackson
March 8, 2019
With so much focus these days on digital advertising, it’s easy to forget that traditional forms of advertising can also be quite profitable. Take outdoor media, for example, where revenue growth has been resilient over the last year. Continue…
by Stuart Jackson Posted in Media Companies.
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Why we need to say ‘no’ to Equinor’s planned oil project
Roger Montgomery
March 7, 2019
Norwegian company Equinor has just released a draft environmental plan for deep water oil drilling in the Great Australian Bight. A misstep in this project would have disastrous environmental, social and economic impacts for all Australians, which is why we think it should be rejected. Continue…
by Roger Montgomery Posted in Insightful Insights.
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Money News 05.03.2019
Roger Montgomery
March 7, 2019
In this interview on Money News, Roger discussed the results from the recent earnings season. Those considered small caps, the ratio of companies downgrading their guidance for the next 12 months was 3:1 and for the top 100 companies twice as many are downgrading than upgrading. How will this play out for the general economy?
by Roger Montgomery Posted in Radio.
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Say farewell to the infrastructure boom
Andreas Lundberg
March 6, 2019
In recent years, state budgets have benefited from rising revenues, particularly from stamp duty. But now that revenue stream is being squeezed, particularly in New South Wales and Victoria. This decline in revenue could be a real issue for businesses that rely on state infrastructure spending. Continue…
by Andreas Lundberg Posted in Market commentary.
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Running your way to smarter investing
Andrew Macken
March 6, 2019
I have considered myself a runner for the last 30 years. Over this time: I have run to race, run to feel healthy – and always run for enjoyment. I find running helpful to clear the mind. Given my three decades of experience in this field, you can imagine my surprise when I was casually reading Older Yet Faster by Keith Bateman and Heidi Jones, a few weekends ago. Continue…
by Andrew Macken Posted in Investing Education.
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Australia heads for a car sales crash
Roger Montgomery
March 5, 2019
Is Australia’s debt-fuelled party about to end? It looks like it. National new car sales have fallen off a cliff. This new era of belt tightening poses a threat to the national economy. Continue…
by Roger Montgomery Posted in Manufacturing.
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The need to consider the balance sheet effects of credit-induced growth
David Buckland
March 5, 2019
In this week’s video insight David takes a look at debt-inducted growth, focusing on China, and the balance sheet effects impacting the world’s credit. In 2018 the Shanghai Composite Index was one of the worst performing stock markets in the world, down 25 per cent and this decline coincided with the level of Chinese bond defaults exploding to over US$23 billion.
by David Buckland Posted in Video Insights.
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What impacts Sydney Airport’s cash-flow and dividends?
Joseph Kim
March 5, 2019
This part of the deep dive analysis into Sydney Airport (ASX:SYD) will look at SYD’s capital expenditure and capital structure and how this impacts the all-important free cash-flow and dividend profile of the company. Continue…
by Joseph Kim Posted in Companies.
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