Insightful Insights
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Board movements for October 2015
Roger Montgomery
November 5, 2015
Blenheim Partners have summarised the senior appointments and Board movements across the market for the month of October.
by Roger Montgomery Posted in Insightful Insights.
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To be or not to be…Buffett
Roger Montgomery
November 3, 2015
An interesting media spectacle is playing out in the US where fund managers, in support of Valeant, a pharmaceutical company, cite the company’s parallels with the types of investments Warren Buffett and Charlie Munger at Berkshire Hathaway make. continue…
by Roger Montgomery Posted in Insightful Insights.
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Treasury Wine Estates – Part 4
Stuart Jackson
November 3, 2015
As set out in the previous parts of this series (here, here and here), Treasury Wine Estate’s (TWE) performance has to improve significantly on an underlying basis to justify the current share price. The fall in the currency is not enough to justify the share price by itself. continue…
by Stuart Jackson Posted in Insightful Insights.
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‘Discounted’ Challenger offers investors a solid growth opportunity
Roger Montgomery
November 2, 2015
In this column published in The Australian, Roger discusses one of Montgomery’s biggest holdings, Challenger, and the outlook in relation to David Murray’s Financial System Inquiry.
Click on the image below to read his piece about investing in the annuity market.
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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Three things every investor must avoid
David Buckland
November 2, 2015
The path to investment success is fraught with peril. It needn’t be this way, but along the road there are many traps for the unwary, and it seems that the natural state for we humans – at least when it comes to investments – is a certain level of unwariness.
With this in mind, we’ve set out below what we see as some of the main pitfalls along the way, and some thoughts on how you may avoid them.
by David Buckland Posted in Insightful Insights, Investing Education.
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Woolworths: One More Thing
Tim Kelley
October 30, 2015
You’ve already heard enough about the Woolworths misadventures in recent times, but I couldn’t resist mentioning one recurring feature of their recent disclosures: “Investment in prices.” The most recent announcement makes reference to this investment four times in the first two pages. continue…
by Tim Kelley Posted in Insightful Insights.
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Woolies Blows It!
Roger Montgomery
October 29, 2015
We have warned many investors here and in the media about the ultimate impact on Woolworths from the increasingly successful threat of hard discounters like Aldi… continue…
by Roger Montgomery Posted in Insightful Insights, Market Valuation.
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What can we learn from the Sirtex AGM?
Russell Muldoon
October 29, 2015
Earlier this week Sirtex (ASX: SRX) held its AGM and below we have noted some of the business’ highlights for 2015 and their expectations for the year ahead based on recent trading.
by Russell Muldoon Posted in Health Care, Insightful Insights.
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Don’t bank on it getting better
Roger Montgomery
October 28, 2015
Invest for the long-term. That’s the catchcry of a phalanx of commentators since investing in equities emerged from the shadow of railway bonds. But investing for the long-term only makes sense if you invest in extraordinary businesses. The longer you stay invested in mediocre businesses the greater your loss in either nominal terms or opportunities foregone – or both. continue…
by Roger Montgomery Posted in Financial Services, Insightful Insights.
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The great China slowdown – part 3
David Buckland
October 27, 2015
China cut its interest rates for the sixth time in less than a year as the economy grew by 6.9 per cent in the September 2015 Quarter, its lowest growth rate in 25 years. continue…
by David Buckland Posted in Foreign Currency, Insightful Insights.
