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Why we continue to hold Vita Group
Scott Shuttleworth
May 15, 2017
Vita Group Limited (ASX: VTG) released an announcement that spooked the market, but was the news really that bad or did the market over-react? In this post we cover the main points of the announcement. Continue…
by Scott Shuttleworth Posted in Companies, Editor's Pick, Technology & Telecommunications.
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Where Amazon will hurt electronic retailers the most
Andreas Lundberg
May 15, 2017
We’ve been cautious on the retail space for some time – particularly retailers at risk of being hurt by Amazon’s entry into Australia. Two of the companies we believe will be most affected are the electronic retailers, JB Hi-Fi and Harvey Norman. Continue…
by Andreas Lundberg Posted in Consumer discretionary.
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Buy Hold Sell: Stocks making all-time highs
Roger Montgomery
May 13, 2017
Roger Montgomery featured in this week’s Livewire Buy Hold Sell to discuss the 5 stocks that are making all-time highs, you can watch this 3 minute video clip below.
by Roger Montgomery Posted in TV Appearances.
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Wealth Management Products make China’s shadow banking system a ticking time bomb
David Buckland
May 12, 2017
While western stock markets have continued to enjoy euphoric conditions over the past month, the Shanghai Composite Index has gone the other way, declining 7 per cent. One key reason is the ballooning problem associated with Wealth Management Products (WMPs). Continue…
by David Buckland Posted in Global markets.
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Money News 9.05.2017
Roger Montgomery
May 11, 2017
In this interview with Ross Greenwood, Roger Montgomery discusses how the budget will impact many aspects of business and the taxation plan the government has for the banks.
by Roger Montgomery Posted in Radio.
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Suddenly, cash has rarity value
Roger Montgomery
May 11, 2017
When should you hold more cash? The simple answer is: when fewer people are holding it. Because that’s when it’s most valuable. And, right now, after the stampede to other asset classes, cash is more valuable than it has been for some time. Continue…
by Roger Montgomery Posted in Market commentary.
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How network effects are made – and broken
Lisa Fedorenko
May 10, 2017
Look at any tech IPO nowadays and I bet you come across the term “network effects”. Network effects give a business a strong competitive advantage and are a source of value creation. So, what are they, how do they come about, and how can they be disrupted? Continue…
by Lisa Fedorenko Posted in Technology & Telecommunications.
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