Christmas trimmings: introducing the nifty 50/50 - part 2
In part one, price was the major reason for letting certain stocks go. In part two, it's more a question of quality.
Mortgage Choice makes an exit
A new and more aggressive chief executive suggests there could be a deal in the wings for Mortgage Choice. But the commission cuts imposed by the banks aren’t going away any time soon.
Mortgage Choice enters The Confessional
The demise of competition in the home loan market is a real threat to the mortgage broking industry. With the full effects of last year’s commission cuts yet to hit, and the departures of senior management, we’re growing increasingly concerned about Mortgage Choice.
Mortgage Choice down for the Count
This mortgage broker’s earnings are under threat from changes to its commission structure, and Count Financial has taken advantage of the turmoil to build a sizeable stake.
First cut the deepest for Mortgage Choice
All the major banks have now cut their mortgage broking commissions, but the cuts have generally been smaller than Westpac’s trailblazing reductions.
Mortgage Choice uncertainty yields an upgrade
It's in uncertain times that value investors acquire their greatest opportunities. Mortgage Choice is a case, and opportunity, in point.
Mortgage Choice offers value
The business model is under scrutiny and the share price is down in the dumps. But we think the future for this mortgage broker is much brighter than many are predicting.
Mortgage Choice dive warrants an upgrade
A 30% decline in the stock price of this mortgage broker plus an attractive forecast fully franked yield of 6.9% has put this stock firmly on our radar.
Mortgage Choice directors send signal
The business continues to report record profits but directors have been dumping their stock.
Mortgage Choice directors choose to sell
Mortgage Choice has become renowned for selling mortgages to the masses, meanwhile its directors are fast gaining a reputation as sellers of the company’s stock.
Mortgage Choice director slashes shareholding
Mortgage Choice has been a great performer over the past two years, which has led one director to substantially reduce his holding.
Foreclosing on Mortgage Choice
We might be taking profits on this excellent performer too soon, but the risks have gone up with the price.
Mortgage Choice in the Dragon's den
We have some issues over the way Mortgage Choice is treating its franchisees, but it’s hard to ignore the positive trends in the mortgage broking market.
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