It’s been about five months since the horrible tragedy at Dreamworld (owned by Ardent Leisure Group) claimed the lives of four Australians. I recently visited Dreamworld on holidays, but as a believer in the Peter Lynch philosophy, I couldn’t pass on the opportunity to have a look at how the... Show More
Ardent Leisure’s (ASX: AAD) sale of the Goodlife health clubs and Hypoxi weight loss businesses caught the market by surprise early in the month, with the AAD share price opening 9% higher on the announcement. The gyms had been seen as a headache with business transformation underway to cope with... Show More
Australian inbound tourism data for July 2016 has just been released, and shows some positive trends, including: Total inbound for July 2016 at 716k (+14.1% pcp); 12 Months to July 2016 at 7.94m (+10.6% pcp v 10.0% at end June 2016); Leisure 12 months to July 2016 at 6.0m (+14.8%... Show More
Every investor wants capital and dividend growth, but it’s easy to forget about risk. So far this reporting season, right or wrong earlier calls about risk are making all the difference to investor returns. Amongst the medium to large companies of interest to most investors, some large shifts in risk... Show More
Most investors would be satisfied with a 6 out of 10 hit rate on their stock picks. Simon Shields and Shane Fitzgerald from Monash investors say they have been consistently hitting 8 out of 10 and share a few key ingredients to their success. A core focus of their process... Show More
Our Senior Analyst John O'Shea discusses the outlook and provides his top three picks for 2016. Watch the video here: Show More
Last week we saw Ardent’s US Main Event peer Dave & Buster’s (D&B) report a very strong third quarter same store growth of 8.8% pcp - despite cycling a strong comparable and the Halloween interruption. D&B’s citing a big pick-up in “walk-ins” which suggests the operating environment is strong for... Show More
