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US Corporate Profit Margins at Record-High
I have just returned from a short trip to the US, where I saw Bubba Watson win the US Masters at The Augusta National Golf Club. While this is indeed an extraordinary sporting event, I think I now have a better idea why US corporate profit margins (as a percent of nominal GDP) are at record-high levels. Continue reading
Looking to: China Rongsheng Heavy Industries
We have written about China Rongsheng Heavy Industries, one of the largest shipbuilders in the world, on several occasions. (See our posts from August 2012, and July 2013). Continue reading
We need to talk… about compounding
Longer-term followers of our insights might remember our warning late last year, when we wrote: “…Superannuation will be no good for you if you are under 50 today, so invest the absolute minimum amount. That means no salary sacrificing, no co-contributions, and no non-concessional contributions. Ignore the calls to save tax and boost your super.” Continue reading
The evolution of consensus forecasts
A couple of years ago, I was fortunate enough to attend a breakfast in New York hosted by our then Deputy Prime Minister and Treasurer, Wayne Swan. Mr Swan delivered a presentation on the Australian economy to global market investors and observers. Continue reading
The market’s best companies
Recently, I contributed an article to the April 2014 edition of the ASX Investor Update email newsletter, which was then published on the ASX website. In what was essentially a checklist in helping spot great companies, I nominated 15 that fit the criteria. Read the full article here, and to register with the MyASX newsletter, click here.