It is well documented that old school media has been struggling for years. Print and TV has been doing it tough in the digital age. Fairfax Media (FXJ) has seen its share price drop from near $5 to about $1 in the last 10 years. The bright spot in the FXJ stable has been Domain. Because the rest of the business has been a drag on the FXJ valuation, the company is now looking to offload Domain in a demerger …
The following is an extract of our research report dated 14 February 2017. Contact us for a copy, or subscribe to a free 8 week trial to our latest ideas. Technology One (TNE) is an end-to-end provider and consultant of enterprise software, focussing on mid-sized enterprises, the government sector and education institutions. The business model entails developing and marketing the software, implementing the solution for clients and providing ongoing support for clients. The Company expects to see strong continuing …
This post is an extract from our research dated 7 February 2017. Make sure you sign up to a free 8 week trial to gain access to our reports. Following the announcement of the 1H17 result, it is worth noting a number of concerns that the market has in regards to CCP’s outlook. These include: The increase in gearing levels (which are expected to moderate), The US business remaining loss-making, in addition to regulatory uncertainty in the US and hence a …
Michael Gable is an expert guest commentator for the Finance News Network. In this exclusive video for FNN, Bell Direct Equities Strategist Julia Lee and Fairmont Equities Managing Director Michael Gable talk about the outlook for the Australian share market in 2017 and what stocks and sectors are likely to perform under a Trump presidency. This video is dated 17 January 2017. Click on the image below to access the video: Make sure you bookmark our main blog page and come …
Read MoreThe year ahead: What’s in store for the Aussie share market in 2017?
The price of oil has bounced and many traders are looking to profit from that strength before OPEC meets again in November. Most energy stocks have rallied somewhat and it can be hard to pick which one to trade here. One stock however exhibits a textbook trading pattern and could represent a very attractive risk/reward for you. Beach Energy (BPT) had been falling for 6 months now, but closer inspection reveals that this price action is actually very bullish. Since …
Read MoreThe energy stock looking great as a short term trade