cable

Nathan Bell

Investors with a portfolio of top-20 Australian stocks have recently been asking where the growth has gone. Looking at global GDP figures you’d be forgiven for thinking that there isn’t any growth anywhere. At least not that’s available at an attractive price, given the current high valuations for stocks offering... Show More

Peters MacGregor Capital Management

Despite the common complaint that there’s too little growth, there are many companies and industries that are growing quickly. Outbound Asian (particularly Chinese) tourism is growing exponentially. Broadband usage is growing rapidly as we use more data for entertainment. Online flight and hotel bookings are also stealing market share from... Show More

Peters MacGregor Capital Management

It’s been two months since we first spoke about Liberty Broadband on Livewire https://www.livewiremarkets.com/wires/30965 and now with its share price is up nearly 40% since we purchased it during the rout in February. Charter Communications, the major investment for Liberty Broadband, has received approval to acquire Time Warner Cable, increasing... Show More

Mark Newman

The K2 Select International Fund invests in a series of Global Secular growth trends, which aim to grow regardless of the broader economic cycle. K2 has been invested in Cable / Internet stocks for some time, see attached piece by the K2 international team on one of its sub-trends -... Show More