Alan’s Saturday Overview

Alan Kohler’s Saturday Overview is a weekly report that brings a sharp focus to the key issues that matter, with exclusive insights into upcoming financial events.

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Latest

A logistical blockchain: Yojee

Yojee (ASX: YOJ) is a logistics software business that listed in the middle of last year. It recently did a big deal with Scharff - the big global Fed-Ex supplier in Peru. Alan Kohler spoke to Ed Clarke, the Manging Director and co-founder to find out more about the company.

What’s ahead in 2018?

This week in The Money Cafe, James Kirby and Alan Kohler finish up a busy year by reflecting on their personal hits and misses, then cast their mind forward to the new year. What's in store for rates, markets, bitcoin and more?

Johns Lyng: the panel beater of the insurance world

Johns Lyng Group ASX (JLG) is a 63 year-old business founded by the Lyng family. CEO Scott Didier bought the business in 2003 and floated the company this year. In many ways an investment in Johns Lyng is an investment in climate change - the company has been achieving the best growth in catastrophes - particularly in Queensland. Alan Kohler spoke to Scott to find out how the business is tracking.

Macroeconomic indicators are not festive, but analysts positive on A2 Milk, Galaxy Resources

This week, the macroeconomic picture is focused on third quarter GDP and October statistics. Retail sales were soft, while the trade surplus narrowed sharply. So not really a present under the tree for those hoping that economic indicators are taking off like Father Christmas in his sleigh. But on the other side, analysts evaluate AWE’s competing takeover bids, Bell Potter finds A2Milk bovine – er, divine -, and UBS initiates coverage of Bega Cheese. Companies covered this week include A2M*ANG*APX*ASX**AWE*BGA*COH*CWY*GXY*IAG*IGO*IVC*MTS*NST*NUF*OTW*TGR

Broker Research

  • Macroeconomic indicators are not festive, but analysts positive on A2 Milk, Galaxy Resources
    This week, the macroeconomic picture is focused on third quarter GDP and October statistics. Retail sales were soft, while the trade surplus narrowed sharply. So not really a present under the tree for those hoping that economic indicators are taking off like Father Christmas in his sleigh. But on the other side, analysts evaluate AWE’s competing takeover bids, Bell Potter finds A2Milk bovine – er, divine -, and UBS initiates …

Fund Research

  • What’s your current view of retail REITs?
    Amazon's hit our shores, so we thought it appropriate to ask our fundies what they think of retail REITS. This is accompanied by the usual commentary overviews, on topics ranging from Santa Clause to electric vehicles. To listen to the interview (or read the transcript), unlock this article for $1, and you gain access to the whole website for 1 month. Click here. Every week you get: 5 ASX listed …

This Week In Our Community

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Question of the week

Q: Do you think the Winklevoss twins are savvy investors or the biggest spruikers of the 21st century?

A: They’re rich, so by definition they’re savvy.  Not quite as rich as Zuckerberg, who ripped them off, but they’re doing ok.  Some people are comparing the Winklevoss brothers to the hunt brothers, who cornered the silver market.  I don’t think the Winklevoss twins have cornered the Bitcoin market in the same way, but they’ve certainly benefited from it.

The Curious Investor »

In the Curious Investor we invite a member of The Constant Investment community to share their story.

Latest Podcast

  • A young professional with a desire to succeed
    Ellen Burgin is a young communications professional with a desire to succeed. She speaks about her investment plans for the future, and the impact of the humble avocado on the hip pocket.