Insightful Insights

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.

• 3 Comments
• save this article
• POSTED IN Insightful Insights, Property

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.

• 4 Comments
• save this article
• POSTED IN Consumer discretionary, Insightful Insights

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.

• save this article
• POSTED IN Foreign Currency, Insightful Insights

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.

• 2 Comments
• save this article
• POSTED IN Financial Services, Insightful Insights

The industrial action taken by taxi drivers in Paris a couple of weeks ago once again showed that the change caused by industry disruptors has a real face, and that change invariably causes pain. continue…

by Stuart Jackson Posted in Insightful Insights, Value.able.

• 3 Comments
• save this article
• POSTED IN Insightful Insights, Value.able

Millennials are broadly defined as anyone born between 1981 and 2000, and while there is a different daily reality between a 15 year old and a 34 year old, this “category” currently accounts for one-third of the global population and is projected to comprise 75 per cent of the global workforce by 2030. continue…

by David Buckland Posted in Insightful Insights, Value.able.

• save this article
• POSTED IN Insightful Insights, Value.able

Sonic Health Care (ASX: SHL) and Primary Health Care (ASX: PRY), the two largest pathology service providers in Australia, announced earnings downgrades in the past fortnight. While Primary cited “extreme” weather for the weakness, we think the underlying reason is far more structural in nature. continue…

by Ben MacNevin Posted in Companies, Health Care, Insightful Insights.

• save this article
• POSTED IN Companies, Health Care, Insightful Insights

For many investors, the sharemarket seems complicated, daunting and impossible to understand. One day the market is down on fears that interest rates might rise, that Greece will default and leave the Euro zone, or that China is slowing. The next day, it’s up because Greece never defaulted, because is China is slowing and they put in a range of circuit breakers to prevent their stock market from spiralling well and truly out of control.

In our experience, confusion amongst investors exists at least partly because of the human tendency to complicate matters. That, and the fact that many experts being replied upon, simply end up being wrong and the media tend to pile onto a story each and everyday making you think that it’s a bigger deal than it actually is. continue…

by Russell Muldoon Posted in Insightful Insights, Investing Education.

• save this article
• POSTED IN Insightful Insights, Investing Education

Next in our small cap series – 3P Learning Limited (ASX: 3PL). 3P Learning had its IPO in the second half of 2014 at $2.50 per share but notably hasn’t displayed a great deal of performance since. continue…

by Scott Shuttleworth Posted in Insightful Insights.

• 2 Comments
• save this article
• POSTED IN Insightful Insights

For some time the team at Montgomery have been reporting on the risks to the relative competitive position of the major banks including doing so prior to the publication of David Murray’s Financial System Inquiry (FSI) report. continue…

by Roger Montgomery Posted in Companies, Financial Services, Insightful Insights.

• 2 Comments
• save this article
• POSTED IN Companies, Financial Services, Insightful Insights