Insightful Insights

New listings have added some interest to the local equity market in recent times. There have been some outstanding successes, like Aconex and Veda, and some major disappointments like Dick Smith and Spotless. Most have been somewhere in between. continue…

by Tim Kelley Posted in Insightful Insights.

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It seems to many that the year about to conclude has been a tough one for investors. On a macroeconomic level the US Federal Reserve’s warnings of rate rises, followed by inaction, made uncertainty a given, while China’s deepening slowdown combined with a local chase for yield, set many investors up for a painful reckoning. continue…

by Roger Montgomery Posted in Insightful Insights, Investing Education.

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In this interview with Marty Switzer, Stuart Jackson gives his view on the Australian share market. He highlights the importance of a disciplined investing approach that focuses on companies with strong prospects and the ability to reinvest in their business for growth.

You can listen to all of the team’s television interviews through browsing our media library, view more clips here.

by Stuart Jackson Posted in Insightful Insights.

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A lot has been written about the woes of the resources sector recently with a similar amount of energy spent trying to work out when is the right time to expect ‘mean reversion’. A simple theory that although sounds complex, really just suggests that prices and returns eventually move back towards the mean or average as time periods are extended. Given the resource sector has been a material underperformer of late, the theory suggests you should reallocate a portion of your portfolio to such businesses in the expectation (or hope) that if such an event occurs, recent underperformance will lead to outperformance.

Sounds good in theory.

continue…

by Russell Muldoon Posted in Energy / Resources, Insightful Insights.

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APRA and the RBA released their October 2015 statistics on the growth in lending and deposits in the banking and non-banking system last week. continue…

by Stuart Jackson Posted in Insightful Insights.

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We last spoke about Vocus Communications Limited (ASX: VOC) at the end of October and it’s rallied nicely since. The firm in November held its investor day in New Zealand and provided some material which we thought was interesting. continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

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Blenheim Partners have summarised the senior appointments and Board movements across the market for the month of November. continue…

by Roger Montgomery Posted in Insightful Insights.

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With Christmas holidays fast approaching, it is worth considering using the free time to invest in yourself. One way to do this of course is to read. continue…

by Roger Montgomery Posted in Insightful Insights.

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With so-called blue-chip shares such as ANZ, CBA, NAB, Westpac, Telstra, BHP and Woolworths tanking in recent months, now is a reasonable time to ask if anything is cheap.

In this column published in The Australian, Roger discusses how to identify a bargain.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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We have previously observed that sell-side analyst valuations have a tendency to gravitate around share prices. Yet the anchoring bias to their own valuations can sometimes be just as strong, particularly when prices fall sharply, as is currently the case with Slater and Gordon. continue…

by Ben MacNevin Posted in Insightful Insights.

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