We like to invest in businesses where demand is strong and predictable. There are few things as predictable as people in the developed world getting heavier.
With an ageing population looking for a secure income stream in retirement, Challenger’s market position is very strong.
The education of international students is now Australia’s third largest export.
Online business have diverted print media’s rivers of gold, but local companies now have to contend with the arrival of Amazon.
In a softening property market you would expect that any company exposed to property will suffer. But we don’t think this is true for REA Group.
These days it’s hard to go far without being distracted by outdoor advertising, and the industry appears poised to enjoy continued revenue growth.
This company doesn’t grab many headlines but it’s worth watching, as demand for data grows and pushes up its share price.
The conventional way to make money from Seek is to log on and find a better-paying job. But there is another way.
Last night the Apple share price hit an all-time closing high of $133.29, meaning patient investors are being well rewarded for their investment.
It was once easy for Australian companies to keep track of what the press was saying about them by subscribing to Media Monitor’s services.