Monthly Archives: September 2013

  • Don’t be distracted.

    Russell Muldoon
    September 30, 2013

    News headlines are today fixated on the US Congress leaving itself just one day to end a budget stalemate surrounding another possible breach of the debt ceiling on Oct. 17. Continue…

    by Russell Muldoon Posted in Insightful Insights.

  • Expect disappointment as values become stretched

    Roger Montgomery
    September 27, 2013

    In this article in Cuffelinks newsletter, Roger talks about how much value there is in the market at the moment. Read it here.

    by Roger Montgomery Posted in On the Internet.

  • Acquiring growth

    Ben MacNevin
    September 27, 2013

    Ansell (ASX: ANN) is a company that has grown its earnings by 7 per cent a year for the past 6 years. But rather than doing it organically, it has primarily done this by purchasing other companies. Continue…

    by Ben MacNevin Posted in Companies, Insightful Insights.

  • Who said China is trying to transform its economy?

    David Buckland
    September 26, 2013

    Despite the intention of the authorities, Chinese consumption is not growing as fast as GDP. The release of the August 2013 global crude steel output by Worldsteel demonstrates China’s commitment to Fixed Asset Investment. The obsession with expenditure on low yielding fixed assets continues at pace and is one of the reasons the Shanghai Composite Index is currently 64 per cent below its October 2007 record high. Continue…

    by David Buckland Posted in Economics, Insightful Insights.

  • Doing the accounts

    Roger Montgomery
    September 25, 2013

    In this article for the Herald Sun, Roger talks about the impact of the Goods and Services Tax and Business Activity Statements on companies MYOB and Reckon, and the emergence of Xero. Read here.

    by Roger Montgomery Posted in In the Press.

  • Exploring Miclyn Express Offshore

    Tim Kelley
    September 25, 2013

    One potentially interesting opportunity in the market at the moment is Miclyn Express Offshore (MIO), which provides support, crew and utility vessels to the offshore oil and gas industry. MIO is 75 per cent owned by private equity players Champ and SEA6, and has received from them a conditional, indicative, non-binding proposal to acquire the remaining shares, at a price of $2.20 cash. Continue…

    by Tim Kelley Posted in Companies.

  • Australia: for sale to the highest bidder?

    Roger Montgomery
    September 24, 2013

    by Roger Montgomery Posted in Economics.

  • Knowing the risks (23/09/2013)

    Ben MacNevin
    September 23, 2013

    by Ben MacNevin Posted in Video Insights.

  • The Blue Chips v The Second Line Telecommunication Competitors

    David Buckland
    September 23, 2013

    Appearing on “Your Money Your Call” on Sky Business last Wednesday evening was an interesting and mostly amusing experience.  The subject of telecommunications was touched on and my fellow panelist espoused the attributes of Telstra and its blue chip qualities. Continue…

    by David Buckland Posted in Technology & Telecommunications.

  • What if web giants merged?

    Roger Montgomery
    September 21, 2013

    Webjet and Wotif have revolutionised the way Australians organise their travel arrangements. With both companies vying to be the leading travel website in the region, what are the prospects? Roger analyses here.

    by Roger Montgomery Posted in In the Press.