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Buy Hold Sell: 5 global disruptors – Facebook, Amazon, Tesla and more...

Buy Hold Sell

By definition, the largest companies by market cap are the most valued by investors in absolute terms. Over the past decade the composition of the world's most valuable companies has undergone significant change. You can blame it on technology, globalisation or even call it disruption, the reality is that companies... Show More

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Amazon Revisited – Muted Impact So Far

Adrian Lemme

There has been no bigger retail story over the last 12 months than Amazon’s entry into the Australian market. This time last year we gave our initial view (Amazon Not Introducing Internet to Australia) on how Amazon will impact the Australian retail landscape with particular focus on ASX listed retail... Show More

Gain today, pain tomorrow?

Gareth Brown

The best run businesses think long term. While it’s easy for management to roll out a few platitudes each quarter, talk is talk. The acid test is whether management embraces activities that hurt in the short run in order to reap in the long run. I’ve always thought of this... Show More

Sectors and stocks on our radar right now

Chris Stott

Expectations of accelerated interest rate rises sent equity markets into a tailspin in February, impacting the first quarter and setting the tone for the calendar year. The good news is that it’s not all doom and gloom and investors can look to the media and retail sectors for opportunities over... Show More

JD.com – the Amazon of China

Peters MacGregor Capital Management

JD.com (JD) is often referred to as China’s Amazon. However, JD is online retail shopping with a difference. Firstly, buying behaviour and the online shopping experience in China is quite different to Australia and the United States. Online shoppers in Australia typically buy discretionary items such as books, shoes and... Show More

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Podcast: Will JD.com dethrone Amazon?

Peters MacGregor Capital Management

In the second episode of Peters MacGregor Global Investing Podcast, join Wayne Peters, Chief Investment Officer, and Alex Haynes, Head of Distribution, as they turn their attention to Chinese technology giants Baidu, Tencent and JD.com to discuss the markets they operate in and how these businesses stack up against US... Show More

Health care to rise above industry challenges

Peter Wilmshurst

The various challenges facing the healthcare sector today have been brought to light recently with media headlines highlighting the pressures at play in a very competitive industry. The cost of healthcare in the US is a key challenge for providers and consumers of healthcare, where we have seen companies such... Show More

Myer: Winter is coming

Daniel Mueller

What do Amazon, Buffett and Sydney CBD retail have in common? You know about Amazon and its potential to destroy retailers. While Amazon’s Australian launch last December was somewhat underwhelming, one could consider it a ‘soft’ launch. Whether it’s next year or next decade, odds are Amazon will get its... Show More

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Podcast: How to navigate the volatile market

Peters MacGregor Capital Management

In the first episode of the Peters MacGregor Global Investing Podcast, Head of Research, Nathan Bell, and Senior Investment Analyst, Trevor Scott discuss recent market volatility and building a portfolio of high quality companies, such as NVR and Amazon, that will deliver value over the long-term regardless of short-term market... Show More