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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Lawyer turned agritech start-up founder revolutionising Aussie agriculture

In this week’s Success Story with Catherine Robson, Emma Weston, co-founder and CEO of AgriDigital chats about the experience of building and selling a successful business and then returning to market with a new startup. She shares her best productivity hacks and explains why the technology her company is developing could revolutionise the biggest industry on earth.

Up in the clouds: Macquarie Telecom Group

Macquarie Telecom Group (ASX: MAQ) is a telecommunications company created by CEO David Tudehope in 1992. The company recently acquired a small cloud services company called Bulletproof, cloud services being the most profitable part of Macquarie's business offerings. Alan Kohler spoke to CEO David Tudehope to find out what's ahead.

The shareholder revolt

Revolting shareholders are making life difficult for the board of payments house BPS Technology and oil and gas developer turned cash box Molopo. But does this create latent value for patient investors? Tim Boreham of The New Criterion investigates.

Whither Fairfax, now that Domain has listed? Analysts consider this and more in Broker Research

This week, analysts look at what the listing of Domain Holdings does for Fairfax Media, Macquarie Atlas votes to leave Macquarie as its external manager and further analysis of WorleyParsons. Plus wage and labour analysis, and the November RBA minutes suggest that nobody thinks wage growth is suddenly going to take off. Companies mentioned this week: ABP*AWE*BRN*DHG*DLX*FXJ*HSO*IPL*MGP*MQA*NAN*ORE*ORG*TME*WOR*

Broker Research

  • Whither Fairfax, now that Domain has listed? Analysts consider this and more in Broker Research
    This week, analysts look at what the listing of Domain Holdings does for Fairfax Media, Macquarie Atlas votes to leave Macquarie as its external manager and further analysis of WorleyParsons. Plus wage and labour analysis, and the November RBA minutes suggest that nobody thinks wage growth is suddenly going to take off. Companies mentioned this week: ABP*AWE*BRN*DHG*DLX*FXJ*HSO*IPL*MGP*MQA*NAN*ORE*ORG*TME*WOR*

Fund Research

  • What’s the best way to generate income? (Part 1)
    In this week's Funds Research, our fundies give us their tips for generating income. Such was their enthusiasm, we've had to divide the responses between this week and next! So stay tuned for Part 2. Also included are the usual commentary overviews, this week on topics ranging from fund fees to emerging markets. To access this post, you must purchase Annual Membership - Corporate Group Memberships or 30 day free …

This Week In Our Community

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Question of the week

Q: What’s your view on taking value from investments? If I invest like Buffet, should I own the company until I stop thinking it’s a good company?

A: It depends.  The question is – do you want the money to do something else with?  Is there a better investment, and in order to invest in that better investment, you need to sell some of or all of the other investment?  If there is another investment you expect to go up, then by all means do the switch, remembering that there’s a transaction cost. But if you like a company, stay with it.  If something doubles in value, sure, you can sell, but you’re missing out, potentially, in it going up ten times in value.

 

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.