articles by Tim Kelley
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Does Telstra represent good value after its fall?
Tim Kelley
August 25, 2017
Back in May, we noted that the Telstra (TLS) share price had fallen by more than 20 percent in the previous 12 months, and we asked whether good value might be on offer. At that time, we estimated the value of TLS shares to be in the region of $3.77 per share, and concluded that value was not compelling against a share price at the time of $4.42. Following its recent results announcement, TLS shares have fallen to a level close to our previous value estimate, and in a market where value generally is scarce, it makes sense to repeat the question: does TLS represent good value? Continue…
by Tim Kelley Posted in Companies, Editor's Pick, Technology & Telecommunications.
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Is there hidden upside in Carsales?
Tim Kelley
August 11, 2017
Carsales.com (ASX:CAR) has enjoyed a strong run since floating in 2009 at $3.50 per share and it’s a business we’ve held in high regard for some time. Continue…
by Tim Kelley Posted in Companies.
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Could mobile eclipse fixed broadband?
Tim Kelley
August 2, 2017
Just as mobile telephony has led to a plunge in fixed line connections, it’s possible that mobile broadband could have a similar effect on fixed line broadband. If this happens, there will be major implications for broadband service providers, mobile operators and the NBN. Continue…
by Tim Kelley Posted in Technology & Telecommunications.
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Should Telstra securitise its NBN Co. payments?
Tim Kelley
July 27, 2017
Over the next few months – and possibly as soon as August – Telstra will make some important capital allocation decisions, including what to do with billions of dollars in payments from NBN Co. Naturally, investors are eagerly awaiting the announcements. So, what can they expect to see? Continue…
by Tim Kelley Posted in Technology & Telecommunications.
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Electric vehicles are about to revolutionise the way we drive
Tim Kelley
July 17, 2017
Around the world, there are over 1 million electric vehicles (EVs) on the road, and it’s forecast this number could reach 20 million by 2020. Which means that EVs promise disruption and opportunities on a grand scale – for auto industries and a wide range of other businesses. Continue…
by Tim Kelley Posted in Editor's Pick, Manufacturing.
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How much faith should you put in stock tips?
Tim Kelley
July 13, 2017
Stock tips are some of the most keenly-read – and fiercely debated – items in the financial media. But how much credence should you give them? And which tipsters should you trust? Continue…
by Tim Kelley Posted in Investing Education.
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BWX’s success in international markets
Tim Kelley
July 4, 2017
In this week’s video insight, Tim discusses a company held in our domestic funds, BWX and their early success in international markets.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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Keeping you Sharp
Tim Kelley
June 21, 2017
Something a little different today. Finish that cup of coffee, and let’s do a few mental push ups to get the blood flowing around the grey matter. Continue…
by Tim Kelley Posted in Insightful Insights.
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Why we stay ‘married’ to quality businesses
Tim Kelley
June 15, 2017
Last year saw a ‘junk rally’ in equity markets: higher quality businesses delivered generally weaker returns, while lower quality businesses did better. This made it hard for fund managers like us – who are wedded to the high-quality end of the market – to keep up with the benchmark. Is our adherence to quality, through thick and thin, the right approach? We think so, and the research bears this out. Continue…
by Tim Kelley Posted in Market commentary.
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Is it time to head for the exits?
Tim Kelley
June 2, 2017
Altair Asset Management made headlines this week with its decision to liquidate its portfolios, reasoning that it intends to avoid a market crash. Altair’s bold move came in the midst of a growing media focus on the extent of overvaluation – and potential risk – in asset markets, including equities, property and collectibles. Continue…
by Tim Kelley Posted in Market commentary.
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