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Telstra and TPG, who will win share?
Stuart Jackson
April 18, 2017
TPG has confirmed its intention to build a fourth mobile network in Australia with its successful A$1.26bn acquisition of two 10MHz spectrum licenses in the most recent Government tender. The market’s reaction has been savage, with the share price of the dominant incumbent operator Telstra, falling by almost 10 per cent since TPG’s announcement. Continue…
by Stuart Jackson Posted in Editor's Pick, Technology & Telecommunications.
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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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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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The news looks good, so why have Sirtex shares been dumped?
Scott Shuttleworth
April 25, 2017
Over the weekend, the results were released of a trial comparing the efficacy of two treatments for late stage liver cancer. The treatments were SIRT, pioneered by Australian biotech, Sirtex, versus Sorafenib. The results were generally positive for SIRT. So why has the market responded so harshly?
Continue…by Scott Shuttleworth Posted in Editor's Pick, Health Care.
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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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After its price dip, is Telstra now good value?
Tim Kelley
May 24, 2017
Telstra (TLS) is not high on the list of businesses we would most like to own. Having said that, it is not a terrible business, and at the right price it makes sense to own it, particularly given its steady dividend stream. So, with TLS’s share price down around 20 percent over the past year, we decided to assess its value. Continue…
by Tim Kelley Posted in Companies, Editor's Pick.
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Watch out retailers: here comes Amazon
Roger Montgomery
April 3, 2017
Amazon is about to hit our shores, and its arrival is bound to be as disruptive here as it has been in the U.S. But which retailers should be most worried? And is there anything they can do to protect market share in the face of this retail juggernaut? Continue…
by Roger Montgomery Posted in Companies.
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We could be wrong about the property bubble (but we don’t think we are)
Roger Montgomery
April 6, 2017
There’s an unfortunate trait amongst the broader population of investors that a rising price reaffirms their investment thesis. Take, for example, ever-rising house prices. Continue…
by Roger Montgomery Posted in Property.
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Whitepaper: Who are the businesses of the future?
Andrew Macken
May 22, 2017
By 2025, emerging regions are expected to make up almost half the companies in the Fortune Global 500, up from 85 in 2010. Which means that, to identify the great businesses of tomorrow, investors need to shift their focus away from today’s go-to stocks. Continue…
by Andrew Macken Posted in Whitepapers.
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Borrowing to invest just adds to market volatility
Roger Montgomery
April 18, 2017
Before I begin, let me add a caveat. Here I am always referring to something of quality. By that I mean the asset about which I speak has an enduring characteristic and or its long run worth will be higher because it will earn more in the future than it does today thanks to inflation or an ability to reinvest profits at attractive rates of return.
Continue…by Roger Montgomery Posted in Market commentary.
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David Buckland joined Ross Greenwood on Money News, discussing the Australian market listen here
