Insightful Insights
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Is the market cheap or expensive?
Roger Montgomery
April 29, 2015
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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NewCarSales.com?
Ben MacNevin
April 29, 2015
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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An audacious bid for iiNet?
David Buckland
April 29, 2015
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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Should you [Quantitatively] ease into this growth story?
Roger Montgomery
April 28, 2015
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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Should you take a byte out of the market?
Roger Montgomery
April 28, 2015
Shares in US pop culture and technology company Apple are on the cusp of producing a market capitalisation of A$1 trillion. As the Nasdaq technology index closed at a record high last week – above the pre Tech Wreck highs for the first time – you might be interested in some bullish and bearish perspectives currently occupying the minds of more learned observers than us. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Not Getting Schooled Part 1
Scott Shuttleworth
April 27, 2015
Telecommunications, healthcare, technology, financials. These are all common themes in a Montgomery portfolio, yet what about education? continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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The Signs Of Market Tops
Russell Muldoon
April 25, 2015
Variant Perception, a US based research firm has published a thematic report on “understanding market tops” which we found interesting. continue…
by Russell Muldoon Posted in Insightful Insights, Market Valuation.
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Speak to your adviser if anything is unclear
Roger Montgomery
April 23, 2015
This is Montgomery’s fourth warning to investors. continue…
by Roger Montgomery Posted in Insightful Insights.
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Is gold more attractive in a zero interest rate world?
Tim Kelley
April 23, 2015
Many investors find a place in their portfolios for gold. It has the attraction of being tangible and difficult for governments to print. continue…
by Tim Kelley Posted in Financial Services, Foreign Currency, Insightful Insights.
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Investors need to keep an eye on the storm
David Buckland
April 22, 2015
As the enormous storm hitting Sydney and the Hunter Region moved into its third day, I thought this article from Bloomberg claiming March 2015 is the hottest month on record, according to the National Oceanic and Atmospheric Administration (NOAA) would be of interest. continue…
by David Buckland Posted in Insightful Insights, Investing Education.
