Neil Carter

Every year, there are around 17 million house moves in the US. As anyone who’s moved house in recent memory will confirm, it’s generally a frustrating and time consuming process. Updater (ASX:UPD) helps tenants update their address through mail forwarding, changing utilities, and getting a new cable provider. Show More

Neil Carter

Technology firms have traditionally turned to venture capital, but in recent years there has been an influx of overseas start-ups shunning VCs in favour of an ASX-listing. Have these firms failed to raise cash elsewhere and turned to the ASX as a last resort, or is something else going on? Show More

Buy Hold Sell
Buy Hold Sell

High expectations, high growth, and high risk. Small cap tech stocks are not for the faint of heart; high potential returns are on offer though, if you get the call right. So, find out whether it’s time to subscribe or delete these young companies, with Roger Montgomery and Neil Carter. Stocks... Show More

Buy Hold Sell
Buy Hold Sell

Successful tech stocks can build a business from stealing market share by outplaying incumbents. However, these disruptors can in time then become the disrupted. To test the outlook five big tech stocks, Roger Montgomery from The Montgomery fund and Neil Carter from IFM Investors, join Jeremy Hook from TMS Capital... Show More

Neil Carter

The banks are facing a technological threat in many parts of their businesses. Ozforex, for example, is a new entrant in the FX area, offering consumers the ability to make foreign exchange transfers for half the fees that the banks charge. In the mortgage space, mortgage brokers are taking market... Show More

Neil Carter

Gateway Lifestyle is a leading player in the Manufactured Housing Estates retirement village market. Demand for affordable retirement options is growing and Gateway has both organic and acquisitive growth options. The valuation of the business is attractive at around 12x EV / EBITDA and a 6% yield. In a market... Show More

Neil Carter

We are short media, particularly traditional media. Why? Consumers are shifting their media consumption at an alarming pace away from print, but also TV to online, particularly mobile. The eyeballs have moved, but the ad dollars haven't yet. They will. The shift is even more marked when we look at... Show More

No comments.