Valuation A Chief Concern For TechnologyOne
Large accounting clients continue to migrate to TechnologyOne’s cloud offering but brokers remain concerned about the stock’s valuation.
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Vodafone Stops Payout To Shareholders After Huge Loss
A major about-face on maintaining its dividend payout and a loss in the latest full-year results from London based telco, Vodafone Group PLC help explains why the company wants to abandon Australasia through sales of its operating arms in Australia and NZ.
Read MoreWhy Warren Buffett Is Now A Shareholder In Amazon
Warren Buffett’s Berkshire Hathaway is expanding its involvement in the megatechs. First, it was Apple where Berkshire is the third biggest investor. Now the company has dipped its toe into the share register of Amazon.
Read MoreApple Surges As iPhone Sales Rebound
Apple shares surged in after-hours trading to be up more than 5% and moving back towards a valuation of $US1 trillion. The reason? The growing belief that the company’s key iPhone product was not down and out.
Read MoreAmazon Blows Away Earnings Expectations
Microsoft may have topped the $US1 trillion valuation level but the real tech star – in fact the real US corporate star remains Amazon which blew past all profit forecasts in an ominous sign for its rivals.
Read MoreHamish Douglass Discusses The Road Forward For Facebook
It has been a turbulent time for Facebook over the past year, to say the very least. But where to now for the ubiquitous social media giant? Magellan Asset Management’s Hamish Douglass gives Informed Investor his thoughts on the subject.
Read MoreApple Tempers Outlook As China Sales Stall
Apple’s December quarter results were a little better than expected after the dramatic warning of January 2, but the company’s outlook for the current March three month period fell short of forecasts with a possible shortfall in revenue of up to $US6 billion.
Read MoreTech Giants Set To Dominate US Earnings
Could this be the decisive week for US 4th quarter earnings and perhaps the immediate outlook for the American economy, even though President Trump threw in the towel on the weekend and called off his government funding shutdown?
Read MoreVerizon’s Digital Expansion A Tale Of Value Destruction
American telco, Verizon had dreams of competing with Google, Facebook, Apple and Amazon in the digital powerhouse zone, but failed to turn its two big purchases, AOL and Yahoo into growing businesses.
Read MoreTelstra Tops Rivals In 5G Spectrum Auction
Telstra, Optus and TPG/Vodafone were the winning big bidders in the latest auction of Australia’s new 5G mobile network spectrum which raised $853 million for the federal government.
Read MoreMicrosoft Tops Apple As Most Valuable US Company
At the third attempt in five days, Microsoft has finally regained the mantle as the world’s most valuable company from Apple.
Read MoreMicrosoft Edges Apple As World’s Most Valuable Company
For the second time in as many days, Microsoft has briefly regained the mantle as the world’s most valuable company from Apple.
Read MoreCracking Open Cybersecurity Stocks
From ‘fake ads’ to top-secret governments to SMEs, ASX-listed cyber security providers are tackling the problems in very different ways.
Read MoreFintechs Could Challenge The Business Model Of Savings Banks
Fintechs, especially if big tech gets serious about finance, are likely to peck away over time at the oligopolistic industry structures protecting savings banks due to two key advantages.
Read MoreNo Profit, No Problem For Xero
New Zealand based but ASX-listed accounting software group, Xero continues to run up losses as it builds more sales and subscribers.
Read MoreApple Loses Trillion Dollar Status
Apple is no longer a $US1 trillion company – in fact, at Monday’s close it is now a $US958 billion company – and its rival and brief fellow member of the trillionaire club, Amazon is now just a $US814 billion company.
Read MoreMGM Wireless: Hottest Kid’s Item For Christmas?
On Monday my favourite number one stock – MGM Wireless (MWR) – released two market announcements that continue to reward shareholders and hopefully many of the readers of this column, after I have repeatedly urged all to buy since early this year.
Read MoreApple Shares Continue Slide On Fears Of Peak iPhone
Apple’s market value unofficially fell under the $US1 trillion level in after-hours trading on Friday as investors continued to sell off the stock in the wake of the weak December quarter outlook.
Read MoreApple Outlook Spooks Investors
Now that’s not what the market really wanted to hear from Apple in its Q4 earnings report and outlook for the crucial December shopping period, no real growth in sales and at best a marking time.
Read MoreMixed Results Sees Facebook Shares Whipsaw
Facebook shares swung wildly in after-hours trading Thursday Sydney time after the social media giant reported a mixed set of quarterly figures showing a solid profit, but weaker than expected revenues.
Read MoreInvestors Unplug Kogan As Competition Bites
Shares in the online retailer, Kogan.com slid 33% yesterday after it revealed a sharp fall in sales of global brands in the first quarter of the new financial year.
Read MoreApple Earnings In Focus After Amazon Sinks
Apple’s quarterly results will dominate markets in the US and around the world this week with a lot at stake – including its continuing role as America’s (and the world’s) most valuable listed company, not to mention the impact of the report on fragile investor sentiment.
Read MoreTech Earnings Set To Test Wall St’s Nerve
Don’t rely on the forthcoming tech stocks reports to steady the ship on Wall Street. At best they might force investors to think again if the numbers are above estimates.
Read MoreBrutal October Pushes Dow Into The Red For 2018
October is shaping up to be a brutal month for shares with the S&P falling 8.9% month-to-date, the Dow down 7.1%, and the Nasdaq falling 11.7% since the start of the month.
Read MoreNetflix Smashes Subscriber Growth Expectations
All being well, Wall Street should open solidly overnight Wednesday after Netflix shares soared in after-hours trading on Tuesday after it signed up 40% more subscribers than forecast in the three months to September and quarterly revenue hit a new high.
Read More3 EduTech Focused Microcaps
While not as sexy and almost ubiquitous as FinTech, Education globally is still a huge industry. Here are 3 ASX microcaps which all listed in FY18 and are operating in Edutech.
Read MoreRoyal Commission Builds Solid Platform For Independent Wealth Providers
If there’s a clear winner from the murky swamp of revelations uncovered by the banking royal commission, it’s the provider of independent administration and investment platforms for the financial advisory industry.
Read MoreAI & Robotics Have Already Changed The World As You Know It
Your life is being made easier by artificial intelligence (AI), and you probably haven’t even noticed. AI and robotics are revolutionising fields from medicine to agriculture, and nearly everything in between, in ways that most people have never considered.
Read MoreUS Vs China In The Global AI Race
China is achieving AI milestones in voice recognition, autonomous driving and manufacturing robotics. The country is amassing databases that no other country can for algorithm-based analysis, while ‘localising’ and directing them to where they might be most beneficial.
Read MoreSelf Diagnosing Using Google Might Not Just Be For Hypochondriacs
Google doesn’t want you only associating them with “Googling” something anymore.
Read MoreConsumers Are Driving China’s Economic Growth – And Foreign Investors Have Noticed
Where does the US café chain Starbucks have the largest of its 28,200 company-owned and licensed outlets that are found in 76 countries? In Shanghai, China.
Read MoreRobots And Algorithms Are Likely To Automate Workplaces At A Frenzied Pace
Believe it or not, a motion to the European parliament recommends that autonomous robots be deemed “electronic persons”. The motion for resolution suggests that self-learning robots, those that make independent decisions and interact freely, be held to have an “electronic personality”.
Read MoreHigh Grade Results Confirm Why BlackEarth Is Aggressively Drilling Madagascar
After listing publicly on the ASX in January, BlackEarth Minerals (ASX: BEM) have moved quickly on their maiden project with the first round of assay results returning ‘high grade’ classification from their 100% owned Maniry Project in Madagascar. “The Company is very pleased with these results as it places the Project in the ‘high grade’ category of global graphite developers,” said BlackEarth Minerals Managing Director Tom Revy.
Read MoreVolkswagen Order $48 Billion In Batteries, That’s A Lot Of Graphite!
Shockwaves were echoed last week at the Volkswagen annual shareholder meeting when it was announced that the German carmaker had signed orders for $48billion (USD) worth of electric vehicle batteries.
Read MoreWhat Happens When Big Disruptive Global Businesses “Come” To Australia?
Arguably, nothing. But arguably, everything. It could be argued that Netflix means nothing for Australian television viewers – all programming is already available free, stolen or bought – and yet…
Read MoreThink Blue Chips Are Safe? Here’s Why They Aren’t
It wasn’t that long ago that mobile phones or even the internet didn’t exist. It and wasn’t that long ago that Nokia did, Eastman Kodak and Digital Equipment Corporation did, in the sense of being top 100 companies.
Read MoreDigital Disruption
Digital disruption has emerged as a key investment theme, with many companies offering investors a play on the technological advancements that are transforming certain industries. Astute investors stand to benefit from the significant change occurring as a result. With the significant upheaval that has occurred in the digital entertainment space, music, television and film streaming are particularly interesting.
Read MoreNAB Rights Issue? OK As Long As Its Not Disrupted..
Investors considering taking up the NAB 2-for-25 rights issue need to consider just one thing – whether they want to increase the absolute level of their investment if in their portfolio they are already heavily exposed to Australian banks.
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