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Why Chorus Limited looks undervalued
Tim Kelley
March 16, 2017
One slightly unusual holding in our domestic funds is Chorus Limited (CNU), New Zealand’s largest owner of telecommunications networks. CNU has had a bumpy ride this last year, but we think the market has marked it down too far due to regulatory uncertainty. If we are right, then the company should re-rate. Continue…
by Tim Kelley Posted in Companies, Technology & Telecommunications.
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What’s the story with Vita Group?
Scott Shuttleworth
March 15, 2017
In this video insight we run through a series of events we’ve observed surrounding the Vita Group share price over the past 6 months. For those new to Vita Group, the firm runs a network of over 100 Telstra retail stores and business centres as well as several other retail and enterprise offers.
by Scott Shuttleworth Posted in Video Insights.
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Is technical analysis mere hocus pocus?
Roger Montgomery
March 15, 2017
As an investor, you’ll have seen some market commentators extol the virtues of ‘technical’ analysis, or charting. And it’s easy to believe there is some science behind the approach. But is there really? And is it as successful as fundamental analysis, which looks at the earnings and cash flow of a business? Continue…
by Roger Montgomery Posted in Market commentary.
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MEDIA
Money News 15.03.2017
Roger Montgomery
March 15, 2017
In this interview with Ross Greenwood, Roger Montgomery discusses the impact of Amazon.
by Roger Montgomery Posted in Radio.
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Gas-rich Australia is facing a looming energy shortage
Ben MacNevin
March 13, 2017
How has it come to this? The Australian Energy Market Operator has just released its 2017 Gas Statement of Opportunities. It makes sobering reading, with warnings of a looming gas or electricity shortfall in eastern Australia. The nation is demanding solutions, but how long will it take, we wonder, for political debate to turn into action? Continue…
by Ben MacNevin Posted in Energy / Resources.
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Three scenarios that could trigger a fall in house prices
Roger Montgomery
March 13, 2017
As we’ve regularly noted in our blogs, we believe the residential property market, particularly in the major cities, is overheated and due for a correction. And it’s not just rising debt levels that have us concerned. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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