Insightful Insights
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Oh Dear! (Part II)
David Buckland
May 25, 2015
In a follow up to Roger’s blog last week entitled “Oh Dear!” I was surprised the question of “Whether we should have an inquiry into the iron-ore industry or not?” has received so much air-time. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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Industrials vs. Resources
Russell Muldoon
May 22, 2015
Long-term followers of Montgomery Investment Management would know all too well that we have had very little (we have had some) exposure to resources and energy companies since we began on our investing journey. Looking forward, we are just as unlikely to ever hold anything like benchmark weights to these sectors in our funds and for good reason. continue…
by Russell Muldoon Posted in Energy / Resources, Insightful Insights.
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Oh dear!
Roger Montgomery
May 21, 2015
According to the Australian Financial Review’s Amanda Saunders, “China will help to bankroll a major expansion by Brazilian iron ore giant Vale and invest in huge Vale ships that will transport high-quality ore to North Asia – a deal that will reshape the global industry.” continue…
by Roger Montgomery Posted in Insightful Insights.
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Mining Boom 2.0
Ben MacNevin
May 21, 2015
The iron ore price has become a barometer for the strength of the mining industry in Australia. Yet, mining investment has actually surged since the iron ore price began its descent in 2013. The real mining boom is only just about to end. continue…
by Ben MacNevin Posted in Energy / Resources, Insightful Insights.
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Woolies is coming up empty…
Roger Montgomery
May 20, 2015
Back in November last year, when the Woolworths share price was closer to $34 than the $28 it is near today, we warned that the company would be seriously challenged and profit-hobbled by the emergent giant Aldi. continue…
by Roger Montgomery Posted in Companies, Insightful Insights.
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Global opportunities
Roger Montgomery
May 19, 2015
Two New Global Funds from 1 July 2015
by Roger Montgomery Posted in Insightful Insights, Montgomery News and Updates.
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Leverage
Tim Kelley
May 19, 2015
Interesting to see the comments this week from ASIC chairman Greg Medcraft in relation to house prices, and the swift rebuttal from the Housing Industry Association (HIA). For those who came in late, the HIA position seems to be that there is currently no cause for alarm, although we could be in shaky territory in 12 months’ time if recent growth rates continue. ASIC, which presumably has no vested interest in continuing strong house prices, seems to be concerned that we may already be in bubble territory.
by Tim Kelley Posted in Insightful Insights, Property.
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Start Me Up
Roger Montgomery
May 18, 2015
As you would already be aware we are passionate about Australian business and wherever possible we love promoting the award winning and innovative businesses of our friends and clients. continue…
by Roger Montgomery Posted in Insightful Insights, Market commentary.
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Losing Heart
Ben MacNevin
May 15, 2015
Resmed (ASX: RMD) has released the preliminary results of the Serve-HF trail for patients with Chronic Heart Failures. The trial identified an increased risk of cardiovascular mortality for patients that received ventilation therapy. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Is there light at the end of the tunnel for Chorus?
Tim Kelley
May 15, 2015
Chorus Limited (CNU) was created in 2001 when Telecom NZ split into two parts – Chorus, which owns the fixed network, and Spark, which owns the retail business and the mobile network. Telecom NZ was the first incumbent telco in the world to volunteer for such a structural separation, and in doing so positioned Chorus to participate in the build of the ultrafast broadband project (UFB) – NZ’s version of the NBN. continue…
by Tim Kelley Posted in Insightful Insights.
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