Insightful Insights

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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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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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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At the inception of the Montaka Global Fund on July 1 we invested, on behalf of our clients, against the business models of some very high-profile, luxury brands, like Prada, Michael Kors and Coach. continue…

by Roger Montgomery Posted in Consumer discretionary, Insightful Insights.

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The chief economist at the Bank of England recently made a speech in which he mentioned the increase in capital management (ie. increased dividend payout and buy back activity) by public companies as having consequences for economic growth. continue…

by Stuart Jackson Posted in Insightful Insights.

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When you last bought a parcel of shares, were you investing or speculating? The term speculation carries some negative connotations, evoking thoughts of risk and recklessness, and is probably not one many of us would want to identify with. It’s a distinction that often arises in financial journalism and marketing, with money managers typically laying claim to the investor label to convey that what they are doing is good, wholesome and professional, and not prone to misadventure. continue…

by Tim Kelley Posted in Insightful Insights, Investing Education.

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There’s no doubt that REA Group Limited (ASX: REA) has been an excellent performer in terms of share price over the past decade, it’s up over 2,600 per cent. We now ask, with questions arising about a potential housing bubble and maybe even a looming burst just around the corner, will REA be able to maintain this?

The answer may surprise you. continue…

by Scott Shuttleworth Posted in Insightful Insights, Property.

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The photo you are looking at was taken earlier today after a meeting with a very impressive planning firm. It’s a photograph of a bus running south on Castlereagh Street in Sydney and it’s an admission by one of the world’s iconic companies that its brand might be worth zip. continue…

by Roger Montgomery Posted in Consumer discretionary, Insightful Insights.

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As the largest online job boards in China, you would expect management of Zhaopin and 51Job to have keen awareness of the Chinese economy. Yet like most commentators on China’s prospects, the view from the top is quite divergent. continue…

by Ben MacNevin Posted in Foreign Currency, Insightful Insights.

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On Friday the Commonwealth Bank of Australia (CBA) became the second of the big four banks to increase interest rates for property investors. The media reported over the weekend that the reason for this is an effort to “rein in” investor lending. continue…

by Roger Montgomery Posted in Financial Services, Insightful Insights.

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