Insightful Insights

According to the BBC (see here) just minutes ago Picasso’s Women of Algiers has become the most expensive painting to sell at auction, going for $179.3m (£115m) at Christie’s in New York.

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by Roger Montgomery Posted in Insightful Insights.

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Medibank Private (ASX: MPL) presented at the Macquarie Conference for the first time as a public company. Is the company doing enough to maintain a position in both funds? continue…

by Ben MacNevin Posted in Health Care, Insightful Insights.

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Readers that have been following our discussion on the prospects of Woolworths Limited (ASX: WOW) will be little surprised by the market’s reaction to its recent ‘Strategy Day’. This case study demonstrates that when it comes to investing, focus on the numbers rather than management commentary. continue…

by Ben MacNevin Posted in Insightful Insights.

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In my ongoing interview series of Montgomery Investment Management staff I talk to Analyst Ben MacNevin, in order to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. continue…

by Scott Phillips Posted in Insightful Insights.

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One of the amazing things about business is that when one industry prospers, outsiders often find a way to tap into that success. A growing industry can attract new suppliers, distributors or back-office service providers, indeed a whole new world can develop that didn’t exist just yesterday and afford opportunities that allows a range of businesses to benefit, particularly those placed at the head of the pack with market leading positions. continue…

by Russell Muldoon Posted in Insightful Insights.

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“The Budget should be balanced, the Treasury should be refilled, 

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by Roger Montgomery Posted in Insightful Insights.

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In addition to the record prices for collectable cars, the art sales at multiples of auction house estimates and the proliferation of car manufacturers revealing passenger vehicles priced at $2 million, there’s anecdotal evidence of mania in all sorts of weird and wonderful places. continue…

by Roger Montgomery Posted in Insightful Insights.

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We mentioned in a blog the other day our view that the market would be likely see TPG Telecom Limited (ASX: TPM) return with a new bid for iiNet Limited (ASX: IIN) – and yesterday morning they did. continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

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If a picture tells a thousand words then the picture being painted by these graphs is a gloomy one for those fully invested or those levered into recent asset purchases. continue…

by Roger Montgomery Posted in Economics, Insightful Insights.

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In the Video Insight on January 12 2015 I mentioned poor consumer confidence and low wages growth domestically, in addition to very low growth in China and deflation in Europe that would see monetary policy “stay easier for longer”. I forecast the Reserve Bank of Australia would cut the cash rate “two more times in the first six months of 2015 and this would likely put a floor under the Aussie market.” continue…

by David Buckland Posted in Economics, Insightful Insights.

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