Insightful Insights

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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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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