articles by Tim Kelley
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What did we learn from the Telstra Investor day?
Tim Kelley
November 28, 2019
On 27 November Telstra (ASX:TLS) held an investor day to update shareholders and other stakeholders on progress in respect of the T22 strategy. What new information did we glean from the update? Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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For today’s investor, returns aren’t what they used to be
Tim Kelley
November 20, 2019
With rising stock prices and falling yields, long-term equity investors can expect a lower return today than in years gone by. How tough do they have it? Continue…
by Tim Kelley Posted in Investing Education.
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Telstra’s future is looking rosy
Tim Kelley
November 13, 2019
Telstra (ASX:TLS) has been one of the better performers among Australia’s large caps over the past year, and we see more upside ahead. There are two good reasons for our optimism. Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Should we pay boards more?
Tim Kelley
October 14, 2019
As we head into annual general meeting (AGM) season in Australia, one of the topics that will no doubt receive some focus will be management remuneration. This is increasingly a vexed issue in Australia and other developed markets, with management remuneration generally having skyrocketed in relative terms in recent decades. Continue…
by Tim Kelley Posted in Insightful Insights.
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Happy Birthday Montgomery Alpha Plus Fund
Tim Kelley
October 3, 2019
In this week’s video insight Tim discusses the revised strategy of our Montgomery Alpha Plus fund. While one year is too short a timeframe for a meaningful analysis of fund performance, the early signs are encouraging.
by Tim Kelley Posted in Video Insights.
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Can you boost returns by using the momentum effect?
Tim Kelley
September 19, 2019
One of the better-known market anomalies is the momentum effect. This describes the tendency for stocks that have recently performed well to have a better-than-average chance of continuing to rise. Can investors can profit from the momentum effect by staying with a trend until it stops? Continue…
by Tim Kelley Posted in Investing Education.
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How is Healius tracking?
Tim Kelley
September 2, 2019
Healius Limited (ASX:HLS) (formerly Primary Health Care) operates a suite of health care businesses including pathology, medical centres, diagnostic imaging and day hospitals. These are businesses that should enjoy reliable long-term growth in demand, and Healius generally has good market positions in the markets it operates in. It sounds like it should be a recipe for nicely compounding returns over an extended period of time, right? Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Could Healius do a Telstra?
Tim Kelley
August 14, 2019
Twelve months ago, we saw compelling value in Telstra (ASX: TLS). Since then, its share price has shot up 40 per cent, and it may have further to run. In a market where it’s tough to find value, we think the healthcare business, Healius, could be the next company to outperform. Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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What’s next for Telstra?
Tim Kelley
August 1, 2019
This time last year we shared our investment thesis on Telstra and highlighted three sources of potential upside which we thought the market had not priced into the shares. In this article for Livewire Tim shares his views on why we continue to see opportunities for Telstra to improve its earnings in the medium term. Although how much is now factored into the higher share price? Read here.
by Tim Kelley Posted in On the Internet.
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How investors should think about low interest rates
Tim Kelley
July 23, 2019
In this week’s video insight Tim discusses how investors should think about extremely low interest rates. In theory, these very low rates of interest increase the value of financial assets like equities. However, Tim identifies three key points investors should keep in mind. Continue…
by Tim Kelley Posted in Video Insights.
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