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Why REA Group remains a stand-out business
Roger Montgomery
July 31, 2017
For some years we‘ve advocated for our investment in Australia’s dominant real estate portal, REA Group. For us, REA ticks all the boxes. It’s a well-run business with high returns on equity and an ability to raise prices in the face of excess supply – without an adverse impact on unit sales volume. Continue…
by Roger Montgomery Posted in Property.
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Which companies could disappoint the market?
Roger Montgomery
July 31, 2017
As we’re on the cusp of reporting season, it’s a good time to look at the companies and market sectors that may soon be under pressure – in particular, those that could be affected by the record levels of debt held by Australian households. Continue…
by Roger Montgomery Posted in Market commentary.
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Why it pays to take a long-term view
Ben MacNevin
July 28, 2017
We tend to sensationalise how quickly life around us is changing. But, in reality, change rarely happens quickly. And that’s why investors with a considered long-term view should do well. Let me illustrate, using Australia’s gas market as an example. Continue…
by Ben MacNevin Posted in Investing Education.
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Is Myer cheap?
Lisa Fedorenko
July 28, 2017
The plight of Myer Holdings reflects the massive changes occurring in the retail space. Myer’s share price has plummeted from around $3 back in 2013 to just 76 cents. The price now implies a 3x EV/ EBITDA multiple – which looks cheap. So, what is this price assuming? Is it screaming cheap, or a value trap? Continue…
by Lisa Fedorenko Posted in Consumer discretionary.
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Should Telstra securitise its NBN Co. payments?
Tim Kelley
July 27, 2017
Over the next few months – and possibly as soon as August – Telstra will make some important capital allocation decisions, including what to do with billions of dollars in payments from NBN Co. Naturally, investors are eagerly awaiting the announcements. So, what can they expect to see? Continue…
by Tim Kelley Posted in Technology & Telecommunications.
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Where there’s disruption, there needs to be innovation
David Buckland
July 27, 2017
In Andy Macken’s Whitepaper “Who are the businesses of the future?”, he explained the online technology platforms (OTP) concept, arguing “by implementing this model in software – which results in an effective zero cost of marginal production; and online – which results in a near zero cost of global production: owners of successful online technology platforms often generate enormous economic profits stemming from a number of advantages which are both powerful and sustainable”. Continue…
by David Buckland Posted in Global markets.
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MEDIA
Money News 25.07.2017
Roger Montgomery
July 26, 2017
Roger Montgomery joined Ross Greenwood on Money News to discuss sectors that are going to do well and what the strong Australian dollar will do for retail.
by Roger Montgomery Posted in Editor's Pick, Radio.
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APRA brings some cheer, but banks continue to face headwinds
Stuart Jackson
July 26, 2017
On Wednesday, APRA, announced moves to make Australian banks safer. The announcement was greeted warmly by the market. But what do the new capital requirements mean for the banks in the short to medium term? And should investors really be so sanguine about the prospects for the banks? Continue…
by Stuart Jackson Posted in Financial Services.
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