Competition in retailing

Following on from the earlier post about the entry of Costco, here's John Durie in his Martin Collins column in The Australian talking about the currents goings on.

John filed his column before Woolworths announced its full year sales figures. Up 7.5% to just under $50billion.

Industry Analysis: Infrastructure

Here's an example of some industry analysis looking at the infrastructure industry. It makes forecasts about future growth levels, and attempts to relate it to industry competitive conditions.

Still good buying?

Tim Blue in the Weekend Australian thinks that there are still some good buying opportunities in the Australian share market. Some industry analysis with a focus on Price/Earnings ratios.