Insightful Insights
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Comparing NAB to ANZ
Stuart Jackson
August 10, 2015
Following on from ANZ’s trading update last week, NAB reported its June quarter trading update today. NAB reported 9 per cent growth in cash earnings for the quarter to A$1.75 billion. This appeared to comfortably beat ANZ’s cash earnings growth of 4 per cent for the same quarter. However, there were a number of notable quality differences in the period. continue…
by Stuart Jackson Posted in Financial Services, Insightful Insights.
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Small cap series – Azure Healthcare
Scott Shuttleworth
August 10, 2015
Azure Healthcare Limited (ASX: AZV) is a provider of healthcare communication and workflow management solutions. In a nutshell it manufactures and designs call systems for hospitals and other facilities and has enjoyed a good lick of success over the past few years. But is this changing? continue…
by Scott Shuttleworth Posted in Health Care, Insightful Insights.
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Major Downer
Russell Muldoon
August 7, 2015
Downer Edi Limited (ASX: DOW) just released its annual report for the period ending June 2015. It’s a sobering read for anyone still invested in businesses focused on engineering, infrastructure and contracting. continue…
by Russell Muldoon Posted in Energy / Resources, Insightful Insights.
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The Directors Club
David Buckland
August 6, 2015
The chart below looks at America’s 30 largest corporations; and only three do not share common directors. The Directors Club seems alive and well, and it is little surprise the Club is often perceived to look after its own. continue…
by David Buckland Posted in Insightful Insights.
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Will the non-major banks follow the big boys in lifting rates?
Stuart Jackson
August 6, 2015
The Reserve Bank of Australia released its June credit data last week. The data continued to show strong growth in investment mortgages, with outstanding loans increasing 10.7 per cent on the same time last year. This remains above APRA’s targeted ceiling growth rate of 10 per cent and represents a slight acceleration in the rate of growth relative to the May data. continue…
by Stuart Jackson Posted in Financial Services, Insightful Insights, Property.
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Iron Ore’s Train Wreck
Roger Montgomery
August 5, 2015
When Iron Ore was trading above $120 we challenged the iron ore industry’s view that the commodity price would remain supported. Indeed in this post back in 2012 we noted; “FMG’s Nev Power reckons while iron ore prices have slumped to $US104 a tonne in recent days, “as soon as restocking and production returns to normal we expect to see prices back in the $US120 to $US150 per tonne range”.
by Roger Montgomery Posted in Energy / Resources, Insightful Insights.
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Welcome Aboard!
Roger Montgomery
August 4, 2015
Montgomery Investment Management is delighted to inform you that Montgomery Global Investment Management has expanded its team with the addition of Mr Paul Mason and Mr George Hadjia. continue…
by Roger Montgomery Posted in Insightful Insights.
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CSL hits $100… again
Scott Shuttleworth
August 4, 2015
Today CSL Limited (ASX: CSL) hit $100 for the second time in its history, the last time being that of September 2007 whereafter its stock split 3 for 1. continue…
by Scott Shuttleworth Posted in Health Care, Insightful Insights.
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Is something going right at Echo?
Tim Kelley
August 3, 2015
There are some good reasons to be concerned about the Australian economy at the moment. With commodity prices taking a nosedive and the Chinese stock market falling sharply, our nation’s strategic positioning of being highly dependent on China is looking less-than-ideal for the years ahead. continue…
by Tim Kelley Posted in Companies, Insightful Insights.
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Green Shoots?
Russell Muldoon
August 3, 2015
Last week we uncovered a short article that described ‘Green Shoots’ potentially emerging within the mining industry. We found this interesting because we’ve recently spoken with a number of friends and contacts involved in mining, geology and engineering who’ve said the same thing. continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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