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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Ubiquity Destroys Luxury
Roger Montgomery
July 31, 2015
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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Are interest rates hurting rather than helping?
Stuart Jackson
July 30, 2015
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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Are you investing or speculating?
Tim Kelley
July 30, 2015
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.
