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  1. Telstra – Filling in the NBN hole

    The Conroy/Rudd table napkin plan for the National Broadband Network was hatched in early 2008, and it has taken since then for Telstra to devise a plan to refill the estimated $2-3 billion earnings hole created by the NBN. The … Continue reading

  2. Building Bridges

    Almost to the day back in 1989 as citizens began dismantling the Berlin Wall, America has voted in a new President that is vowing to build walls, not just with Mexico but trade barriers everywhere. But it is construction of … Continue reading

  3. The Trump Card

    He may be “uniquely unqualified to be US President” according to President Obama, but the Donald Trump effect is making things difficult for equity markets. Exhibit A – the plethora of earnings downgrades and profit warnings that have sprouted like … Continue reading

  4. TTS/TAH – Now Tatts what I call a premium

    After failing to agree on terms for a nil premium merger in November last year, it looks like Tatts Group has secured a much better outcome for its shareholders. For that reason, TTS shareholders should consider taking some of that … Continue reading

  5. LNK – ACCC gets it wrong

    Link Group’s specialty is the administration of large superannuation funds to provide a low cost service per member. Two years ago, it won the Superpartners business of five large industry superannuation funds for this very reason. With about 30% market share … Continue reading

  6. TPG Telecom – Teoh D’oh!

    In what might be declared David Teoh’s first mis-step in the TPG Telecom story, the market snipped $1.9 billion from the value of the company on the back of mediocre earnings growth guidance for the 2017 financial year. As with everything … Continue reading

  7. MYR and JBH – Who will get the rose?

    It seems the whole country has been transfixed this week on who Richie (The Bachelor) would give his final rose to – Nikki or Alex? Now that we know Alex was the lucky girl and Nikki was not, the repercussions over … Continue reading

  8. Next DC – Build it because they are coming

    Name a company that has pretax losses of $45 million over the last four years, barely made a net profit this year and yet whose share price is up 84% over the last year. Next DC is that company and … Continue reading

  9. Telstra – Dividend to be knee capex-ed?

    Sacred cows are dangerous things. Telstra’s dividend has for some years now been increasing on the back of the excess free cash flow being generated. But two things have conspired to potentially threaten the generous shareholder payments that have made Telstra … Continue reading

  10. JB Hi-Fi – Better Be Good To Me

    JB’s secret to success has been based on two things. Evolve its consumer electronics offerings to suit demand and then to execute the retail basics so well that the company is consistently profitable. It has been a long and mostly happy … Continue reading