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Murray Goulburn shows what can happen if management is not shareholder oriented
Stuart Jackson
May 4, 2017
When we assess whether or not to invest in a company, we ask: is it an extraordinary business, is management shareholder oriented, and is it trading at an attractive price. The recent announcement by Murray Goulburn (ASX:MGC) shows the downside when management is not shareholder oriented. Continue…
by Stuart Jackson Posted in Companies.
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Is Woolies trading at a discount?
Scott Shuttleworth
May 4, 2017
In our continued search for places to deploy capital, we recently reviewed the listed supermarkets and asked: ‘Are supermarkets trading at a discount to intrinsic value?’ After all, since mid-2014, the Wesfarmers (ASX:WES) share price has barely moved, while Woolworths’ (ASX: WOW) has fallen sharply. Our analysis threw up some interesting findings. Continue…
by Scott Shuttleworth Posted in Companies.
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Money News 3.05.2017
Roger Montgomery
May 3, 2017
In this interview with Ross Greenwood, Roger Montgomery discusses the current interest rate environment and the risk of borrowing money in a boom.
by Roger Montgomery Posted in Radio.
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Is the collapse of Home Capital Group a sign of worse news to come?
Daniel Wu
May 3, 2017
Last Wednesday, the foundations of the world’s craziest property market finally started to crack. Home Capital Group (TSX: HCG), the Canadian non-bank lender infamous for its liar loans and subprime lending, crashed by 65 percent, after already falling by 45 percent between January 1 and last Tuesday. Continue…
by Daniel Wu Posted in Companies.
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Why residential real estate is a poor investment right now
Roger Montgomery
May 2, 2017
Have you ever wondered why Australia has no listed residential REITs (real estate investment trusts)? The simple answer is that they would offer poor returns. And, these days, the returns would be worse than ever. But the good news for would-be buyers is that the property price bubble could be about to end. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Do you own many old economy companies yet to be disrupted?
David Buckland
May 2, 2017
In this video insight CEO David Buckland discusses the extraordinary network platform businesses owned by Montgomery Global, including Playtech, Alibaba, Tencent, Apple and Facebook.
by David Buckland Posted in Video Insights.
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Is it time to hold more cash?
Roger Montgomery
May 1, 2017
Warren Buffett once wrote that “cash is a bad investment over time. But you always want to have enough so that nobody else can determine your future.” We agree. And with most investors having migrated away from cash, we see some good reasons why holding more looks like a good idea right now.
Continue…by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Sky-high rents show that Fifth Avenue is still the pinnacle for retail real estate
George Hadjia
May 1, 2017
Retail rents in Sydney’s Pitt Street Mall – which houses some of the world’s leading fashion labels – are the most expensive in Australia. But they look positively cheap compared to those paid on New York City’s Fifth Avenue, which again takes out the gold medal for the world’s most expensive retail leases. Continue…
by George Hadjia Posted in Property.
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