Insightful Insights
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China Dumping Steel Is a Cause for concern
David Buckland
March 25, 2015
Following on from my previous blog where I passed on the concerns of the executives from Arcelor Mittal, it now appears the US, the world’s second-biggest steel consumer, is seeking political support for tariffs on imported steel. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights, Manufacturing.
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Does Burson offer great value?
Scott Shuttleworth
March 24, 2015
As readers of our blog will know, the funds of Montgomery Investment Management have held shares in Burson Group Limited (ASX: BAP) since its initial public offering (IPO) in early 2014. Since that time Burson has delivered stellar returns (circa 50 per cent in a year) and it’s interesting to contrast our reasons for entering the position with our thoughts now. continue…
by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.
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Can Richard Umbers Turn Myer Around?
Tim Kelley
March 23, 2015
There has been quite a bit of press recently about the untidy start to Richard Umbers’ stint as Managing Director of Myer, and whether investors might expect better times to come. Confidence took a hit this week when the company announced a disappointing half year profit, and indicated full year numbers would be below expectations. And this just weeks after assuring the market that consensus forecasts were on the money. continue…
by Tim Kelley Posted in Consumer discretionary, Insightful Insights.
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What Does The Future Hold For Healthcare?
Ben MacNevin
March 20, 2015
Having met with a CEO of a leading hospital in the United Kingdom, we were encouraged by the attitude of officials towards reforming their health care system. But what about the condition of health care in Australia? continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Is TPG Value.Able?
Scott Shuttleworth
March 20, 2015
As Roger discussed last week, TPG Telecom Limited (ASX: TPM) has made a bid for iiNet Limited (ASX: IIN) which as a result made its shareholders (including us) very happy.
We now ask post transaction, what could TPG be worth? continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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One man’s trash is another man’s treasure
Ben MacNevin
March 19, 2015
Whether willing or not, people are increasingly divulging their personal information through Apps and mobile devices, which means that competitive advantages will accrue to companies that can best collect and use this data. Investors are facing an increasingly difficult ethical dilemma – should returns come at the cost of personal freedom? continue…
by Ben MacNevin Posted in Insightful Insights, Technology & Telecommunications.
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Beware the strong US Dollar Part 1
David Buckland
March 18, 2015
The US Dollar has appreciated by nearly 16 per cent against major currencies so far in 2015, when compared to its average level over 2012-2014. Our friends at Deutsche Bank have calculated that for every 10 per cent appreciation in the US Dollar versus major currencies, earnings on the S&P 500 would be hit by 2.5 per cent. continue…
by David Buckland Posted in Foreign Currency, Insightful Insights.
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The 2.5 million connection question
Scott Shuttleworth
March 18, 2015
As you may have read in the press, NBN Co Limited intends to expand its rollout over the coming year such that they’ll achieve 2.5 million serviceable connections by 2016. Considering this in the context of NBN Co’s performance, there’s obviously some work to do before we hit the rosy heights of 2.5 million customers. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Missed the Property Boom?
Roger Montgomery
March 17, 2015
Global real estate agents are opening shop in China and becoming “gold digging” tour operators for wealthy Chinese to find and buy property around the world. continue…
by Roger Montgomery Posted in Insightful Insights, Property.
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China dumping steel is a cause for concern – Part 1
David Buckland
March 16, 2015
China is expected to produce at least 825 million tonnes of steel this year and the likes of BHP Billiton Limited (ASX: BHP) and Rio Tinto (ASX: RIO) believe this figure will grow at 2.5 per cent per annum over the next decade to 1,050 million tonnes. Some commentators however are starting to question whether China’s steel production has already reached a turning point, and if this is so my advice to our readers is not to get bullish on iron-ore companies any time soon. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
