Insightful Insights
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Lower phone bills for Telstra?
Scott Shuttleworth
July 2, 2015
On Monday, the ACCC proposed its intention to reduce the rates that Telstra Corporation (ASX: TLS) can charge for access to its national copper network. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Will APRA remove some of the fuel from the housing fire?
Stuart Jackson
June 30, 2015
The Reserve Bank of Australia recently released private sector credit data which showed another month of strong growth. The RBA has raised concerns regarding the rate of growth in lending on speculative assets, and housing in particular, for some time. Glenn Stevens stated recently that he views some developments in the Sydney property market as “crazy” and “acutely concerning”. continue…
by Stuart Jackson Posted in Insightful Insights, Property.
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Assessing data quality
Ben MacNevin
June 29, 2015
The quality of data, and hence its relevance to intrinsic value, depends on the degree that it can be quantified. This concept may seem simple, but the recent turbulence in the Flight Centre (ASX: FLT) share price demonstrates it may be under-appreciated by the market. continue…
by Ben MacNevin Posted in Insightful Insights, Intrinsic Value.
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Chasing Viewers – Part 3
Russell Muldoon
June 29, 2015
It may just be the straw that breaks the camel’s back. Free-to-air television advertising that is! Recent data published by Roy Morgan Research on Streaming Video On Demand (SVOD) services shows that since launching a few months ago, Netflix in Australia is absolutely killing it.
by Russell Muldoon Posted in Insightful Insights, Technology & Telecommunications.
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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.
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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.
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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.
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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.
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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.
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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.
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