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How big is Apple?
We have some big companies in Australia. Commonwealth Bank of Australia (ASX: CBA), for example, has a market capitalization of around A$144 billion and earns around A$24m per day in net profit. Continue reading
Stratton the Saviour?
We consider Carsales.com (ASX:CRZ) to be one of the highest quality businesses on the ASX and has been favoured by Montgomery Investment Management for a number of years. Yet in September 2014, we exited our position based on a number of concerns which we detailed here. Continue reading
Eastern Europe – the epicenter of our next crisis?
It’s official. European consumer prices fell an annual 0.2 per cent in December 2014. German five-year bonds and Swiss ten-year bonds are now paying a “negative rate of interest.” European Central Bank (ECB) president Mario Draghi continues to “do whatever it takes” with last week’s announcement of the 1,100 billion euro (US$1,250 billion) bond purchase program over 2015 and 2016. Mario thinks this will steer the Euro area away from deflation by convincing investors his latest strategy is audacious enough to stimulate their relatively fragile economy. Continue reading
Looking back but forward
Here is a simple investing rule: share prices will follow a business’ profitability over the long term. In the words of Warren Buffett, “Put together a portfolio of companies whose aggregate earnings march upward over the years, and so also will the portfolio’s market value”. Continue reading
Cracks in China
It’s been a little while since we’ve touched on the Chinese local government debt situation. While many readers have naturally suffered some China “fatigue” over the years – the risks of financial crisis very much remain and, arguably, are intensifying. Continue reading