Insightful Insights
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Vita Group Limited
Scott Shuttleworth
March 24, 2016
Vita Group Limited (ASX: VTG) is an established operator of retail telecommunications product resellers. It holds a Master Agreement with Telstra Corporation (ASX: TLS) to run 100 Telstra retail outlets. This is a key driver of its performance over the last half a decade from which it evolved as an operator earning circa $7m in underlying earnings to $18m in FY15. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Incremental ROE
Ben MacNevin
March 23, 2016
Return on Equity (ROE) is a powerful metric to assess the value of a company, but investors must be careful to distinguish between Incremental ROE and Overall ROE with forward projections. continue…
by Ben MacNevin Posted in Insightful Insights.
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Crunch Time for Medibank’s Direct Sales Strategy
Stuart Jackson
March 23, 2016
APRA released December quarter data on the health insurance industry last month. This shows that private health insurance penetration fell for the first time in 10 years. While the percentage of Australian residents that had private hospital insurance only fell 0.1 per cent to 47.2 per cent, this will be of great concern to the Government given that falling coverage rates inevitably sees the healthcare burden fall back onto the public system. continue…
by Stuart Jackson Posted in Health Care, Insightful Insights.
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What the numbers say about property
Roger Montgomery
March 22, 2016
When it comes to house prices, supply and demand rules.
Click on the image below to read Roger’s Australian article.
You can read all of the team’s press articles through browsing our media library, view more articles here.
by Roger Montgomery Posted in Insightful Insights.
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Trumped by Profits
Roger Montgomery
March 18, 2016
I want to talk about Donald Trump. We marvel that such extreme views and statements can receive acceptance in the US but the reason we have this view is because our media follows the US east and west coast media, which caters to the upper middle class who know very little of the values, fears and aspirations of the hard working and less privileged majority of the USA. We should not underestimate the possibility of Trump as president. continue…
by Roger Montgomery Posted in Insightful Insights, Market commentary.
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Co-Payments 2.0
Ben MacNevin
March 18, 2016
Last week The Australian reported St John of God plans to introduce a co-payment of up to $50 for pathology services in response to the Government’s proposed rebate cut. In attempting to reduce the rate of reimbursement by $1.40 to $3.40 per test, the Government may have inadvertently given the industry power to set prices, and at a much higher level. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Rising rates don’t have to hurt your portfolio
Roger Montgomery
March 17, 2016
It’s a little known secret but interest rates are perhaps the single most important determinant of the returns your investments will generate in coming years. And with so much of the world’s uncertainty and the market’s volatility centred on this variable, it’s worth exploring just how they work to impact on your performance.
Click on the image below to read Roger’s Australian article.
You can read all of the team’s press articles through browsing our media library, view more articles here.by Roger Montgomery Posted in Insightful Insights.
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Dalio
Roger Montgomery
March 15, 2016
Ray Dalio of Bridgewater Associates is regarded as the most successful hedge fund manager of all time. And he has a way of thinking about the world that has helped his clients navigate the vicissitudes of the market with such skill they have entrusted $186 billion to Bridgewater. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education.
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Chinese cement producers, declining capacity utilisation, and the fight for survival
David Buckland
March 15, 2016
China’s cement demand peaked in 2014 at 2.48 billion tonnes or 1.81 tonnes per capita based on 1.37 billion people. This is 2.5 times the per capita demand in both Japan and the US (0.7 tonnes) and 1.4 times the per capita demand in the high-density cement markets of Taiwan and Korea (1.3 tonnes). continue…
by David Buckland Posted in Insightful Insights, Manufacturing.
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NBN’s major issue
Scott Shuttleworth
March 14, 2016
We haven’t commented on the National Broadband Network (NBN) for some time but Montgomery has nonetheless been keeping up to date with its development and the seemingly never ending saga of leaks. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
