If you’re searching for an undervalued but high quality stock, Henderson Group PLC (ASX: HGG/LN: HGG) may be worth consideration. Continue…

by Scott Shuttleworth Posted in Companies, Financial Services.

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It’s common knowledge that for a well-diversified portfolio of “blue-chip” shares, expected returns are generally in the order of market returns less transaction costs. What might be surprising to some is how quickly said portfolio can drastically underperform if diversification is removed from the equation. Continue…

by Scott Shuttleworth Posted in Value.able.

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2016 was kicked off with a slump across the world’s financial markets. This has added somewhat of a pinch of sourness to the projections of many market forecasters. Continue…

by Scott Shuttleworth Posted in Insightful Insights.

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We last commented on Bellamy’s Australia (ASX: BAL) back in September (see here) when the shares were trading at $6-$7. We thought it was expensive back then and with the share price hitting the lofty heights of $12 we can only stand back aghast at the multiples being paid (a 132x multiple of FY15 earnings and almost a 54x multiple of FY16 earnings). Continue…

by Scott Shuttleworth Posted in Health Care, Insightful Insights.

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We last spoke about Vocus Communications Limited (ASX: VOC) at the end of October and it’s rallied nicely since. The firm in November held its investor day in New Zealand and provided some material which we thought was interesting. Continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

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Previously we advised caution in investing in the education sector (see here) and noted that perhaps holders of securities in said sector may be taking on more risk than they’d first imagined (see here). Continue…

by Scott Shuttleworth Posted in Insightful Insights.

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It’s the mantra of the value investor, we should not only examine the potential returns that an investment can generate but also the potential for downside, i.e. how much of an investment could be lost and how likely is this to occur? Continue…

by Scott Shuttleworth Posted in Insightful Insights.

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Yesterday we attended Citi Group’s ‘Fireside discussion’ with Tracey Fellows, CEO of REA Group Limited (ASX: REA).

Below we share a few noteworthy points from the conversation. Continue…

by Scott Shuttleworth Posted in Companies, Property.

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