Investing Report Archive

Budget Breakdown

Thursday, May 25th, 2017
With the dust settling on the Commonwealth budget, we now have the opportunity to scan the budget papers and reflect on a few key issues. These may help us form an opinion on the trajectory of the Australian economy and the...Click to view

Will Trump sink the market?

Thursday, May 25th, 2017
Hello again everyone, I’m David Walker from StocksInValue. In this week’s investment committee we began as always with a discussion of the market and macro environment and what this meant for our portfolio positioning with regard to capital deployed, the...Click to view

High quality resort operator: Mantra Group

Thursday, May 25th, 2017
Mantra Group Limited (ASX: MTR) is engaged in the provision of accommodation & hotel related services, food and beverage operations and central reservations across Australia, New Zealand, Indonesia and Hawaii. MTR operates three core brands in Peppers, Mantra and BreakFree...Click to view

Brainstorming the arrival of Amazon in Australia

Thursday, May 18th, 2017
Anyone holding Australian retailers in their portfolio will be aware that the sector is currently under pressure. Consumer confidence and spending are down as housing affordability, low to no wage growth and our fragile, commodity driven economy weigh on the...Click to view

Australian banks: little to get excited about but the derating is probably done

Thursday, May 18th, 2017
Summary In the current environment banks are not going to deliver more than low single-digit cash earnings growth. Investors should expect flat dividends in FY18. NAB remains the bank most likely to cut its dividend though it didn’t this time....Click to view

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