Insightful Insights

Bond rates are rising.  In the US 30-year Treasury Bonds rates have risen in the last week, and just as they did in 1994 (the year of the bond market crash), they are dragging long bond rates elsewhere in the world with them.  In just four days Australian ten-year Treasury Bond rates have risen from 2.23 per cent to 2.85 per cent.  If ten-year bond rates continue to rise, the argument for seeking higher yields in stocks weakens.

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by Roger Montgomery Posted in Insightful Insights.

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We recently received an interesting email, that we thought we should share with our blog subscribers.

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by Roger Montgomery Posted in Insightful Insights.

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Here’s a chart you may find interesting. It shows how the consensus broker forecast for BHP Billiton Limited (ASX: BHP) 2015 Earnings Per Share (EPS) has evolved over the last number of years, together with the BHP share price during that time. continue…

by Tim Kelley Posted in Companies, Insightful Insights.

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The answer to that question will be unique to you and your investing goals. In our latest Whitepaper, we take an in-depth look at Unit Trusts and Listed Investment Companies. 

by Scott Phillips Posted in Insightful Insights, Whitepapers.

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As an update to our blog on Monday, we noted on Tuesday the unfortunate outcome experienced by the shareholders of Ashley Services Group (ASX: ASH). Risk is one thing to write about yet another thing to see its effects. continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights.

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The New York Stock Exchange has recently released data on margin lending through to March 2015. What it shows is margin lending at a new all-time high – above the levels seen at the height of the tech boom and prior to the Global Financial Crisis (GFC). As you might expect, the data shows that margin lending tends to be popular when markets are hot. The build up of debt when equities are expensive no doubt exacerbates the pain of a subsequent market downturn. continue…

by Tim Kelley Posted in Economics, Insightful Insights.

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Recently, our friends at AMP capital released a note suggesting the market might not be expensive. continue…

by Roger Montgomery Posted in Insightful Insights.

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Carsales.com (ASX: CAR) is the leading marketplace for used car sales in Australia, but can it dominate the new car space? continue…

by Ben MacNevin Posted in Consumer discretionary, Insightful Insights, Technology & Telecommunications.

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I have always admired Vaughan Bowen, the founder of M2 Telecommunications (ASX: MTU). In the ten and a half years since listing at $0.25 per share, M2 has paid out a total of $1.23 in dividends and its share price has grown 44 fold to $11.00, making it one of the best performing companies in the ASX. In 2011, twelve years after founding M2, Vaughan stepped down as CEO, passing the baton to Geoff Horth, and fortunately for the business he remained an Executive Director with a focus on acquisitions. continue…

by David Buckland Posted in Companies, Insightful Insights, Technology & Telecommunications.

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Back in March we asked the question; Which Aussie Stock will benefit from European QE? It wasn’t a particularly inspiring question and we have to admit that we could have come up with something much more engaging like; “Are you missing out on this stock?” or, “Is this the one stock you should own?” But investing was never meant to be exciting and we aren’t a tipsheet. continue…

by Roger Montgomery Posted in Insightful Insights.

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