Should you invest in gold? WATCH NOW to compare the bull and bear perspectives
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Is Link’s acquisition of Capita Asset Services as good as it seems?
Stuart Jackson
June 29, 2017
On 26 June, Link Group announced the £888m acquisition of UK-based Capita Asset Services. This was heralded as a transformational acquisition. After all, it will increase Link’s enterprise value by a whopping 50%. But is the deal a plus for shareholders? Continue…
by Stuart Jackson Posted in Companies.
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What we can learn from the CPA Australia fiasco
Andreas Lundberg
June 29, 2017
The promo for Alex Malley’s book, The Naked CEO, says the author has ‘led a life rich in successes and mistakes’. Well, those successes and mistakes have been on show of late, thanks to the spectacular meltdown of the organisation he led, CPA Australia, where we’ve witnessed the very worst of corporate excess – but at a not-for-profit industry body. Continue…
by Andreas Lundberg Posted in Companies, Editor's Pick.
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MEDIA
Money News 27.06.2017
David Buckland
June 28, 2017
In this interview with Ross Greenwood, David Buckland discusses the struggle to find value in the Australian market and the sectors within the Australian market that are being disrupted from global competitors.
by David Buckland Posted in Radio.
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Is TEN the canary in the ‘old media’ mine?
Lisa Fedorenko
June 28, 2017
Today, digital disruption is everywhere. We’ve written about this previously – and talked about the massive shift in advertising dollars from old to new media. With TEN group entering voluntary administration, we thought we’d have a closer look at what’s happening, and the prospects for mainstream media. Continue…
by Lisa Fedorenko Posted in Media Companies.
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Realestate.com.au Update
Scott Shuttleworth
June 27, 2017
In this week’s video insight Scott discusses REA Group and why it has been a core holding in Montgomery portfolios that has provided delightful returns for our investors.
by Scott Shuttleworth Posted in Video Insights.
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Healthscope hurdles a symptom of pressures on healthcare stocks
Roger Montgomery
June 27, 2017
You’d think owning a private hospital would be a licence to print money. There are certainly a number of favourable underlying drivers for private hospital operators in Australia — not least the ageing population — resulting in increasing service volumes per person. Continue…
by Roger Montgomery Posted in Health Care.
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