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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Sirtex: SIRFLOX Study Abstract Released by ASCO
David Buckland
May 14, 2015
Sirtex Medical Limited’s (ASX: SRX) SIRFLOX Study of 530 patients revealed median progression-free survival (PFS) in the liver of 20.5 months, an improvement of 7.9 months over the current standard chemotherapy plus Avastin. continue…
by David Buckland Posted in Health Care, Insightful Insights.
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Drums of the island
Roger Montgomery
May 14, 2015
On Lord Howe island, in January this year, I sat reading The Australian. The paper was two days old – a function of relying on the airlines to deliver the papers and the fact that ‘island life’ means islanders aren’t that interested in the content. What didn’t age however was the human tendency to overreact.
by Roger Montgomery Posted in Energy / Resources, Insightful Insights.
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A potential opportunity?
Scott Shuttleworth
May 13, 2015
Last week we attended the 17th Annual Macquarie Conference in Sydney. One business firm that looked particularly appealing was CSG Limited (ASX: CSV). Unfortunately the stock is a bit on the small side for our funds but a brief analysis is an interesting exercise. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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How many stocks should you have in your portfolio?
Russell Muldoon
May 13, 2015
Today we are going to keep this post as simple as possible and focus on three key elements that we consider important (but by no means exhaustive) when identifying investments and managing a portfolio. For simplicity we have broken down these categories into quality, quantity and return considerations which we hope may add some value to your investing endeavours. continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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