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Why we see value in Telstra
Tim Kelley
May 29, 2018
In this week’s video insight Tim discusses our view on Telstra. We have been reasonably critical of Telstra over the years, although given the extent of the share price decline we think Telstra has now reached a point in which it offers value upside.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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Wesfarmers’ UK debacle shows the risks of acquisition-based growth
Stuart Jackson
May 28, 2018
In 2016, Wesfarmers (ASX:WES) raised the eyebrows of many investors when it expanded into the UK and Ireland hardware business. Two years later and $1.7 billion down on its investment, WES has decided to pull out. It shows yet again why growth through acquisition can be a risky strategy. Continue…
by Stuart Jackson Posted in Companies.
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Can an investor profit from M&A activity?
Andreas Lundberg
May 25, 2018
Merger and acquisition (M&A) activity in Australia has soared over the last year. With lofty premiums being bid by many would-be suitors, it makes you wonder: is there a way for investors to profit from all this M&A action? Continue…
by Andreas Lundberg Posted in Investing Education.
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What kind of investor are you?
Tim Kelley
May 23, 2018
One of the features of active equity investing is its zero-sum nature (in aggregate). By that, I mean that when an investor “beats” the market, some other investor must get beaten. Averages being what they are, there needs to be an equal representation of investors who deliver above average performance and investors who deliver below average performance. Continue…
by Tim Kelley Posted in Investing Education.
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