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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- 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.
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Investment Madness
Tim Kelley
March 16, 2015
Here’s a question for you: what kind of business becomes more attractive as an investment proposition the more expensive it becomes? continue…
by Tim Kelley Posted in Insightful Insights, Investing Education.
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Who wants to be a Rockstar?!
Scott Phillips
March 14, 2015
Montgomery are excited to announce we are a Gold sponsor at this year’s annual Financial Community Aid Program (FICAP) fundraising event. To date FICAP has raised over $850,000 for a number of worthwhile charities and have made a commitment to reach one million dollars for the kids of NSW. continue…
by Scott Phillips Posted in Insightful Insights, Montgomery News and Updates.
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Which Aussie stock will benefit from European QE?
Roger Montgomery
March 13, 2015
Our good friends at UBS recently released a report with an interesting insight into the general market impact of the European Central Bank’s Quantitative Easing (QE) program.
It’s easy, if not lazy, for Australian investors to simply think Europe, the European Central Bank (ECB) and Angela Merkel are all “over there”, and therefore not relevant to Australian investors, but that is not the case. continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights.
