Insightful Insights
-
How much conflict is there within some integrated business models?
David Buckland
June 26, 2015
You have had a hard week at work. It’s Saturday…. at last. You sit down on the couch to relax and read the Sydney Morning Herald, and suddenly an article by Adele Ferguson hits you between the eyes….“IOOF’s boiler room throws customers to the wolves”. You are gutted.
by David Buckland Posted in Insightful Insights.
- save this article
- POSTED IN Insightful Insights
-
Should you buy CSL?
Scott Shuttleworth
June 26, 2015
CSL Limited’s (ASX: CSL) share price has strengthened in recent years (appreciating from below $30 to over $90), supported by the firm’s consistent approach to dividend policy and a steady commitment to share buybacks.
by Scott Shuttleworth Posted in Companies, Insightful Insights.
- 2 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
Who’s going to be top of the charts this year?
Scott Phillips
June 25, 2015
It’s interesting to look back at the last 22 years of asset class returns and wonder how nice it would have been to be invested in last year’s winning asset class!
by Scott Phillips Posted in Companies, Insightful Insights, Investing Education.
-
Australia’s demand for data is off the charts!
Scott Shuttleworth
June 24, 2015
As we have previously noted, the demand for data in Australia (and the world) is growing at an exponential rate and the statistics are staggering. IBM notes here that “Every day, we create 2.5 quintillion bytes of data — so much that 90% of the data in the world today has been created in the last two years alone.”
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
-
Trouble at SEEK?
Tim Kelley
June 23, 2015
SEEK Limited (ASX: SEK) this week released a trading update that contained some disappointing news. SEEK’s learning division has not performed as well as hoped in the second half of 2015, and SEEK now expects the second half of 2015 Net Profit After Tax to be broadly in line with the first half of 2015 – some 10 per cent short of what was implied by broker consensus.
by Tim Kelley Posted in Insightful Insights.
- 6 Comments
- save this article
- POSTED IN Insightful Insights
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
The soft stuff is the hard stuff
David Buckland
June 23, 2015
The former great supermarket, petrol, liquor and hardware group Woolworths Limited (ASX: WOW) is paying McKinsey $45 million for management advice. After reading an interview in the Weekend Australian with Paul Simons, who ran Woolies for an extraordinarily successful two decades until 1994, I think Ralph Waters and the Woolies Board will soon come to the realisation “the soft stuff is the hard stuff”.
by David Buckland Posted in Companies, Insightful Insights.
- 5 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
Corporate confessions season
Stuart Jackson
June 22, 2015
Corporate confessions can require multiple rounds of penance from the market. continue…
by Stuart Jackson Posted in Companies, Insightful Insights.
- 4 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
The people behind the process
Scott Phillips
June 19, 2015
In my ongoing interview series of Montgomery Investment Management staff, I spoke to Head of Research and Portfolio Manager Tim Kelley, in order to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick.
by Scott Phillips Posted in Insightful Insights, Montgomery News and Updates.
-
Board movements for May 2015
Roger Montgomery
June 19, 2015
We recently received an interesting email, that we thought we should share with our blog subscribers.
by Roger Montgomery Posted in Insightful Insights.
- save this article
- POSTED IN Insightful Insights
-
Gas Inquiry
Ben MacNevin
June 19, 2015
In 2013 we attended a presentation by AGL Limited (AGL) which immediately caught our attention; a “perfect storm” for gas customers was likely to hit in 2016. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
- save this article
- POSTED IN Companies, Insightful Insights
