Robert Bolton wrote an article in the Australian Financial Review which discusses the Navitas takeover, after rejecting a $2 billion bid from a consortium led by private equity firm BGH Capital. Read here.

by Tim Kelley Posted in On the Internet.

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As a general observation, my view is that remuneration for top listed company executives is nothing short of generous. Boards and shareholders of all stripes seem happy to shovel cash at senior managers in hope of attracting and retaining exceptional talent; the sort of talent that will drive shareholder returns beyond those of comparable companies. This logic may have some superficial appeal, but I take issue with it for a couple of reasons. Continue…

by Tim Kelley Posted in Companies.

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If you take an interest in the Australian residential property market (and who among us doesn’t?), the latest release from CoreLogic contains some interesting data points. Continue…

by Tim Kelley Posted in Editor's Pick, Property.

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There are very few free lunches when it comes to investing, but something that comes close – in my view – is good risk management. There are different ways to think about risk. One common way is to think about it in terms of volatility, or standard deviation, which describes the range within which the price of an asset or portfolio might be expected to move in a given time frame. Continue…

by Tim Kelley Posted in Investing Education.

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One business we have admired (and owned) for quite some years is NZ-listed Freightways Limited (NZX:FRE), which provides express package services throughout New Zealand, as well as information management and mail services. Continue…

by Tim Kelley Posted in Companies, Stocks We Like.

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In this week’s video insight Tim discusses the information technology sector. The information technology sector makes up only a small part of the total market capitalisation of the ASX200 Index although is much larger represented in the US. Will strong returns continue?

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by Tim Kelley Posted in Video Insights.

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Something that has caught our eye recently is a prevalence of companies taking onerous lease provisions as part of their financial reporting. Continue…

by Tim Kelley Posted in Investing Education.

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One of the significant issues currently facing investors in the Australian equity market is the possible trajectory of the residential property market. With property prices having risen to historic highs and household balance sheets having expanded sharply to keep up, the expression ‘primed’ is one that springs to mind. Continue…

by Tim Kelley Posted in Editor's Pick, Property.

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In this week’s video insight Tim discusses Wesfarmers, with additional details being recently released on the Coles demerger capital structure and directors, the market appears to be largely positive on the transaction. Is Wesfarmers planning more acquisitions?

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by Tim Kelley Posted in Editor's Pick, Video Insights.

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Telstra (ASX:TLS) has just released its much-anticipated Telstra2022 strategy, which sets out the company’s longer-term prospects for growth.  We like the new direction, and sense that TLS’s share price plunge may be coming to the end.  But strategy is one thing; execution is another.  The question is: can management deliver? Continue…

by Tim Kelley Posted in Companies, Editor's Pick.

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