Insightful Insights

One very high quality business listed on the ASX is Invocare Limited (ASX:IVC). IVC is the clear market leader in funeral homes, cemeteries and crematoria in Australia, and has a strong market position in New Zealand and Singapore.  The idea of a business whose revenue is tied to the death rate may not be everyone’s cup of tea, but from an economic standpoint, it is one you have to admire. continue…

by Tim Kelley Posted in Companies, Insightful Insights.

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In a recent post here, we explored the Online Travel Agent (OTA) space and came away with a view that barriers to entry in the industry were arguably low, which went a fair way to explaining why there are so many agencies already in existence. It appears that this piece was unknowingly well-timed. continue…

by Russell Muldoon Posted in Insightful Insights.

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A proposal was raised last week for the Government to remove the Private Health Insurance rebate and reinvest the funds into public hospitals. While the ongoing inflation of medical claims and insurance premiums is a pressing concern, these actions would likely exacerbate the Government’s future financial commitment. continue…

by Ben MacNevin Posted in Health Care, Insightful Insights.

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Investor Daily’s Tim Stewart attended our recent live briefing and Q&A for investors and their advisers, and he picked up on our comments regarding short selling.  Interest in the Montaka Global Fund is significantly higher than we anticipated and in a low return environment that makes perfect sense. continue…

by Roger Montgomery Posted in Insightful Insights, Montgomery News and Updates.

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Following my blog entitled “The Next Economic Disaster” I thought it worthwhile exploring why Central Banks aren’t succeeding in their sworn fight against deflation.  continue…

by David Buckland Posted in Economics, Insightful Insights.

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Make no mistake. The good times are over. That’s about as succinctly as I can put it. From now on returns from property and stocks in aggregate will be mediocre. Of course, the very best quality companies and properties will produce better returns but the averages, as measured by the All Ordinaries and median house prices, will disappoint.

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by Roger Montgomery Posted in Insightful Insights.

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by Roger Montgomery Posted in Insightful Insights, Market Valuation.

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The chart below splits the market capitalisation of the ASX100 Index into GICS sectors, and shows the index as it was ten years ago (on the left) and the index as it is today (on the right). continue…

by Tim Kelley Posted in Insightful Insights.

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In an empirical study detailed in his book “The Next Economic Disaster: Why It’s Coming and How to Avoid It”, Richard Vague concluded that crises occur when a country’s private sector debt exceeds 150 per cent of GDP; and when the level of private sector debt grows by 20 per cent (from say 140 per cent to 160 per cent of GDP) over a five year period. continue…

by David Buckland Posted in Insightful Insights.

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That property prices can slide without an increase in interest rates or unemployment is being missed by many commentators. continue…

by Roger Montgomery Posted in Insightful Insights, Property.

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