Insightful Insights

As reported in the Sydney Morning Herald, iiNet (ASX: IIN) customers have reportedly experienced internet speed slowdowns from the later afternoon into the evening post the release of its Netflix offering. Note, watching Netflix doesn’t use up any of the users monthly data allowance. continue…

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

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If you think Sydney’s record auction clearance rate is high, have a look at the number of billionaire hedge fund managers warning the US Federal Reserve to wait before raising rates, lest it be a mistake from which reversal will not be easy nor pretty. continue…

by Roger Montgomery Posted in Foreign Currency, Insightful Insights.

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In Tuesday’s Video Insight I discussed the fact that Australia’s Terms of Trade had nearly doubled from its 55 year average of 67 to 118.5 Index Points by mid-2011. However, with the slowdown in the Chinese economy, I suggested Australia’s Terms of Trade, which had declined 26 per cent to 87.9 Index Points by late 2014, could get somewhat worse over the foreseeable future. continue…

by David Buckland 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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On Friday, Altium Limited (ASX: ALU) reported results from the third quarter and its stock enjoyed a swift ride north to $5.00 shortly after. continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights.

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My friends Ticky Fullerton and Michael Yanda at the ABC are running a three part series on Sydney’s property market. continue…

by Roger Montgomery Posted in Insightful Insights, Property.

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Just for some light entertainment, here’s a question to test your sense of time and money. continue…

by Tim Kelley Posted in Insightful Insights.

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In a class action funded by IMF Bentham (ASX: IMF), the Full Federal Court of Australia has ruled in favour of ANZ, arguing that late payments on credit card fees are not exorbitant or unconscionable. While IMF Bentham has announced its intentions to pursue the matter to the High Court, the implications of a high-profile loss would certainly be front of mind for investors in the company. continue…

by Ben MacNevin Posted in Financial Services, Insightful Insights.

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Let’s say four years ago you were offered the opportunity to buy a portfolio of well-known businesses for $272.3 billion, which are expected to generate $24 billion in after-tax earnings. While this implies an earnings yield of 8.8 per cent, you decide to forgo the investment. continue…

by Russell Muldoon Posted in Financial Services, Insightful Insights, Investing Education.

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People often ask me, “what’s it like to work at Montgomery?” So I decided to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. This week, I spoke with Russell Muldoon, Portfolio Manager and Senior Analyst. continue…

by Scott Phillips Posted in Insightful Insights, Montgomery News and Updates.

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