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Tag: short

Ascendis Health: Why I Sold

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on March 29, 2017 I have been following Ascendis Health since it listed and, while I was sceptical at first, I warmed to the company as I saw management executing their stated strategy. If you see here, I even use them as an example of how acquisitive growth can work: How…

EOH: The Cracks Appearing

Posted on 27/08/202027/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on July 28, 2017 It may sound like I am picking on EOH Holdings (EOH), but I am not. My job is to look critically at companies and, where appropriate, disagree with the consensus view. Even if this is uncomfortable and hurts peoples feelings, it is important that I do…

Warning Signs: Retailers, Shopping Centres & Retail REITs (Part 2 of 2)

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on November 24, 2016 See Part 1 over here: Warning Signs: Retailers, Shopping Centres & Retail REITs (Part 1 of 2). There are three harmonious parts to a Real Estate Investment Trust (REIT): Income: These are predominantly rentals from tenant renting space from the REIT. The lower the vacancy rate…

Warning Signs: Retailers, Shopping Centres & Retail REITs (Part 1 of 2)

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on November 22, 2016 Following an exchange with Byron Lotter on Twitter (see here) after what I believe (and the market believes) was a very poor trading update from Woolies (WHL). But Woolies is not alone in this regard. Here are the key listed retailers, their like-for-like same-store growth, inflation…

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