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MARKET OUTLOOK - Technology, Perspectives & General Market Feeling
nipper
post Posted: Jun 22 2019, 06:21 PM
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The US market is enamoured with loss-making companies. Stocks to have listed in New York in the past few months that don’t make money include ride sharing companies Uber and Lyft and fake meat company Beyond Meat. This week’s new entrant is the loss-making collaboration software house, Slack.

The price-to-sales ratios of these are: Slack 45, Uber 10.5, Lyft 11 and Beyond Meat 113. Beyond Meat is growing so fast its forward price-to-sales ratio is 50
ring that Bell?



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
lgrif
post Posted: Jun 7 2019, 04:51 PM
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In Reply To: mullokintyre's post @ Jun 7 2019, 12:32 PM

How well will "all those tech & it jobs" pay. Carpenters on the" Queens Wharf" project will earn ~ $280000 pa & Sweepers ~ $160000 to $180000 pa. & on agreements due for renewal, apparently the CFMMEU want Queens Wharf conditions to be the standard.


 
mullokintyre
post Posted: Jun 7 2019, 12:32 PM
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In Reply To: nipper's post @ Jun 7 2019, 11:40 AM

Hopefully, all those tech and It jobs to be created can be taken up by ex construction workers.

T
QUOTE
he construction sector's downturn accelerated last month, with a leading industry survey pointing to the sharpest decline in activity in six years.

Key points:
Construction activity has been contracting for nine consecutive months
50,000 jobs were lost last year and another 9,000 in the first three months of 2019
Falling forward orders across most sectors, but particularly residential building, points to ongoing weakness
The Australian Industry Group/Housing Industry Association Australian Performance of Construction Index (PCI) dropped deeper into contractionary territory in May.

It is the ninth consecutive month of contraction and points to more jobs being lost across the sector.

Last year around 50,000 construction jobs were shed. The figures point to another 9,000 being lost in the first three months of 2019.

"This marked a tenth consecutive month of contraction in employment, consistent with the more subdued readings on activity from mid-2018," the survey found.

"It indicates that construction businesses are responding to the ongoing weakness of overall demand conditions by exerting greater caution in terms of their labour recruitment."

Figures from job ad website Seek show that the number of construction positions available fell 16.6 per cent in the March quarter 2019, compared to a year earlier, albeit that was coming off record high levels.

Construction employs around 1.1 million workers and accounts for 9 per cent of total Australian jobs.


Despite that, BLD is up today.
Sometimes markets are weird.
Mick



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sent from my Olivetti Typewriter.
 
nipper
post Posted: Jun 7 2019, 11:40 AM
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"We can continue to be optimistic on the long-term view of the market that IT growth is going to outpace GDP growth. Enterprise and software growth will outpace IT growth."
- Pat Gelsinger, CEO, VMware Inc [NYSE Global Listed Software Company]

QUOTE
“What I have learned in the last seven years during my time at Telstra is that almost every industry, every leader, every government is underestimating the level of technological change that is coming."
- Andy Penn, CEO, Telstra

QUOTE
"I'm so enthusiastic about 5G for reasons I don't read much about because I think it's going to transform the enterprise. And so that wireless growth will obviously do some things that are going to be a challenged in the marketplace. It's likely to be the WiFi killer. It's likely to be the next-generation local area network. So it's going to be a disruptive thing."
- John Donovan, CEO, AT&T Communications

QUOTE
"Today, if you look at the servers that are being deployed in hyperscale and in enterprises now, they're compute-rich. They often have four, eight or 16 GPUs [Graphics processing units] per server because the more compute that you put inside the box, the more performance that you get for your dollar. And they're starting to really dial up the interconnect."
- Ian Buck, VP Accelerated Computing Business Unit, NVIDIA Corporation



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
plastic
post Posted: Mar 8 2019, 04:38 AM
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The latest shift by Facebook to embrace privacy as the number one issue for his company to restructure around suggests its maybe already too late. Should've been done a long time ago. Gotta feeling this is going to collapse like a house of cards. Outfits like Mega are way ahead of that curve. No wonder they wanted to take down Kim Dotcom.



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What did Uncle Mel do to us?
 
nipper
post Posted: Mar 1 2019, 12:52 PM
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Here are seven tech stocks currently favoured by Regal Funds Management and the reasons why the fund manager likes them.

Bigtincan Holdings.
It sells a software product that enables sales and service organisations to engage with customers. Regal likes it because of consistent 35 to 40 per cent organic revenue growth from both new client wins and expanded contracts with existing customers. "It generates software as service revenue, with low churn and high lifetime customer value," Regal says.

"Recently achieved cashflow break even on a normalised basis. We believe it is undervalued, trading at only three times current recurring revenue base of $21 million."

Credible Labs.
Operates a consumer finance marketplace to help customers make better financial decisions. Regal likes it because of strong loan origination momentum and record volumes in the second half of 2018 of more than $US700 million, up 80 per cent on the previous corresponding. It now has more than 1.3 million user accounts.

"Recently launched mortgage origination platform across 34 US States, expanding addressable market to the $US1.6 trillion US mortgage market, which is 80 times larger than it's core student loan market that it currently plays in," Regal says.

Livetiles.
It sells subscription software licenses to IT providers delivering cloud computing services. Regal likes it because it recently completed an acquisition of a highly complementary, fast growing software business – Wizdom, for an attractive price (3.5 times recurring revenue). This was substantially funded by scrip via the issuance of Livetiles shares.

"It has pro-forma recurring revenue of more than $30 million across more than 800 customers, with line of sight to cashflow breakeven," Regal says.

"Livetiles alone achieved more than 230 per cent growth year on year in annualised recurring revenue to $23 million at December 2018."

iSignthis.
It is a deposit taking financial institution or neo bank providing transactional banking services in Australia and the European Union.
Regal believes iSignthis is at an inflection point for volumes and margin. It has obtained an ECB banking license in Europe, which now means the business is no longer reliant on third party operators to process transactions.

"Within this €1 trillion market, ISX has a leading anti-money laundering tool and a full range of banking products, which should see its customer base expand significantly," Regal says.

"iSingthis anticipates being granted a banking license by APRA in the second quarter of 2019, which would enable it to provide transactional banking services in Australia, and make it the first wholesale/B2B neobank to receive APRA approval since PayPal."

King says Regal has also invested in three unlisted tech companies which have the potential to join the ASX through initial public offerings. These are: Life360, Whispir and Damstra.

Life360 is a US-based company that has developed a location sharing and driver safety smartphone app that seeks to protect and connect families. Ranks in the top 5 most downloaded social media apps in the US.

Whispir has developed software that assists businesses in managing their communications workflows between people, devices and systems. It operates in Australia, New Zealand, Asia and the US.

Damstra has developed an integrated, software as a service, cloud based software and hardware workforce management solution to facilitate safer workplaces and increased business efficiency.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 


nipper
post Posted: Dec 29 2018, 05:01 PM
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Dubbed the “Norton Antivirus of the mobile world”, Tech Mpire (TMP) has launched Traffic Guard, a cloud-based portal for advertisers and their agencies to weed out fake downloads and to identify safe sources for their ads. Fake ads have become just as much a problem as fake news, with companies paying billions of dollars to advertise to audiences that don’t exist.

Promedicus (PME) has taken the US by storm with its medical imaging systems that are used by two of the top four hospitals there. Homegrown export technology at its best, although the company’s $1bn-plus market cap may deter some investors.

Citadel Group (CGL) manages the technology needs of high-quality customers mainly in the public sector. Clime Capital’s David Walker says CGL has delivered compound annual earnings growth of 30 per cent over the past three years and remains well positioned with an $800 million contract pipeline.

“Internet of Things” and energy software outfit Simble Solutions (SIS) has a market cap that’s up to 90 per cent of its peers. But the company invested heavily in a saleable sales infrastructure during the past year and could deliver significant value in 2019.
....from The Australian's 50 ideas for 2019
https://www.theaustralian.com.au/business/w...9aa11643611dcf3



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
blacksheep
post Posted: Oct 27 2018, 02:18 PM
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Fund managers would say that, since they are heavily invested in them wink.gif

ASX tech stocks – a bargain or a black hole?
by Sarah Turner
QUOTE
Australia's best-known technology stocks have been on a wild ride over the last few months but fund managers say that as long as investors do their homework it's a good time to take a look at the sector.

The technology companies listed on the ASX – Wisetech, Appen, Afterpay, Altium and Xero – unofficially go by the name "WAAAX". The acronym is a nod to the term "FAANG" adopted by US investors for their tech giants Facebook, Apple, Amazon, Netflix and Google owner Alphabet.

https://www.afr.com/personal-finance/asx-te...20181024-h171q2

courtesy of zerohedge
QUOTE
FANG Stocks were hammered, worst week since March (down 4 weeks in a row) down 20% from their highs...
FB -33% from highs (well below 200DMA)

AMZN -19.75% from highs (closing below its 200DMA)

NFLX -28.8% from highs (closing below its 200DMA)

GOOGL -16.4% from highs (closing below its 200DMA)


Attached File(s)
Attached File  2018_10_26_12_22_26.jpg ( 74.26K ) Number of downloads: 0

 




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Sep 27 2018, 02:14 PM
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ASX tech boom - can it last?

Australia's tiny tech sector has outgunned the US digital giants this year
[quote]Key points:
ASX200 tech stocks +20pc this year while Wall Street's Nasdaq is up 9pc
Aerial imagery business Nearmap has led the way, tripling in value despite not yet being profitable
Some price valuations being driven by fund managers having to buy relatively illiquid stock[/quote]
http://www.abc.net.au/news/2018-09-27/can-...ection=business



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jul 29 2018, 12:23 PM
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US market de-fanged
QUOTE
While the broader US earnings season is humming along with earnings up more than 20 per cent, the big news has been the "unfriending" of the tech sector, or more particularly social media players.

Facebook's $US120 billion fall on Thursday has rewritten the record books for single day capitulations by value.

The much smaller, micro-blogging platform Twitter was given the bird too, down around 20 per cent on Friday.

A lot has been written in the past few days about the rupture, but put simply, the market suddenly grasped the idea that the herculean prices being paid for some of the tech-darlings didn't match up with their merely mortal earnings growth.

The idea of cracking down on privacy issues and dodgy accounts, while seemingly a sound business practice, was a red flag for investors

The events of the last few days has certainly caused a split in the field for the tech giants' race to a trillion dollar valuation.
The FANG — or more appropriately FAANG; Facebook, Apple, Amazon, Netflix and Google/Alphabet — stocks are looking a bit toothless at the moment.

Facebook is out of the hunt for a trillion dollar capitalisation any time soon, while Netflix was lucky to even be in the same conversation.

MAGA is perhaps a better acronym for the trillion dollar tech wannabes; Microsoft, Amazon, Google and Apple. Coincidently, it also works for Make America Great Again.

http://www.abc.net.au/news/2018-07-29/asx-...derway/10044374

Hedgeye's cartoon of the day - De-FAANG'd

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Attached File  DjH8gO7U0AAtTix.jpg ( 112.87K ) Number of downloads: 3

 




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: Pendragon  
 
 


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