Just for some light entertainment, here’s a question to test your sense of time and money. Continue…

by Tim Kelley Posted in Insightful Insights.

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The Reserve Bank of Australia (RBA) surprised the market this week by not lowering official interest rates. While the RBA statement did note that the Board would have a think about lowering rates in the period ahead, the market was pretty sure a cut was in the bag. As a result, a Tuesday morning rally in the equity market made a sudden about face when the news was released. Continue…

by Tim Kelley Posted in Economics, Insightful Insights, Property.

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After a subdued period following the GFC, merger and acquisition (M&A) activity appears to again be coming into fashion. According to Thomson Reuters, worldwide M&A was up 47 per cent in 2014, making it the strongest year for worldwide deal-making since 2007. Continue…

by Tim Kelley Posted in Companies, Insightful Insights, Takeovers.

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In these highlights from Your Money Your Call, Tim Kelley discusses the market and a range of different stocks. Watch here.

by Tim Kelley Posted in TV Appearances.

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There has been quite a bit of press recently about the untidy start to Richard Umbers’ stint as Managing Director of Myer, and whether investors might expect better times to come. Confidence took a hit this week when the company announced a disappointing half year profit, and indicated full year numbers would be below expectations. And this just weeks after assuring the market that consensus forecasts were on the money. Continue…

by Tim Kelley Posted in Consumer discretionary, Insightful Insights.

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Here’s a question for you: what kind of business becomes more attractive as an investment proposition the more expensive it becomes? Continue…

by Tim Kelley Posted in Insightful Insights, Investing Education.

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Over the long haul, the equity market tends to offer a pretty good deal. Compared with holding cash, investors assume a significant amount of risk, but that risk is generally well-rewarded with higher returns. If your timeframe is long enough, the risks tend to even out somewhat, and the returns compound meaningfully. Staying in cash for twenty or thirty years would normally be a dreadful investment strategy. Continue…

by Tim Kelley Posted in Insightful Insights, Investing Education, Market Valuation.

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Further to our recent post on Infomedia (ASX: IFM), the videos below provide a good insight into how Infomedia’s Superservice products can deliver productivity improvements to dealer group clients.

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by Tim Kelley Posted in Insightful Insights, Manufacturing.

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The market has had a spring in its step this year. In less than 2 months the S&P/ASX200 Accumulation Index has added around 10 per cent.  If it continued at this rate we would finish the year more than 60 per cent up – an extraordinary result by any standards. Continue…

by Tim Kelley Posted in Insightful Insights.

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