Insightful Insights
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Altium: Great results and more to come
Scott Shuttleworth
March 9, 2015
As we mentioned last week, we have recently added Altium Limited (ASX: ALU) to our portfolios and we are pleased by the company’s first half 2015 results. A brief summary of my thoughts and notes are below. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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MEDIA
Don’t bet the bank on a rising stockmarket
Roger Montgomery
March 7, 2015
In this column published in The Australian, Roger looks at baby boomers being forced into a narrowing band of sufficiently high-quality company shares with stable income, where price to earnings ratios are reaching multiples that simply won’t be sustainable over the next few years. Read here.
by Roger Montgomery Posted in In the Press, Insightful Insights.
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Board Movements for February 2015
Roger Montgomery
March 6, 2015
We recently received an interesting email, that we thought we should share with our blog subscribers.
There has been a lot of movement in the Australian stock market over the last few weeks and with some Board movements to note. We received the following list of appointments for February from Blenheim Partners.
Please click here to read the movement by sector for February 2015.
For more information, contact Blenheim Partners, Clare McKenna on +61 2 9253 0951 or at clare.mckenna@blenheimpartners.com
by Roger Montgomery Posted in Insightful Insights.
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WHITEPAPERS
Will the market boom or bust in 2015?
Roger Montgomery
March 6, 2015
The answer to that question will be known in a few short months. We already have some pretty good indications that validate our optimism. But some equally solid arguments can be mounted that validate our caution.
Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. To invest with Montgomery, find out more.
by Roger Montgomery Posted in Companies, Economics, Insightful Insights, Investing Education, Market Valuation, Whitepapers.
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Does the market offer value?
Tim Kelley
March 4, 2015
Over the long haul, the equity market tends to offer a pretty good deal. Compared with holding cash, investors assume a significant amount of risk, but that risk is generally well-rewarded with higher returns. If your timeframe is long enough, the risks tend to even out somewhat, and the returns compound meaningfully. Staying in cash for twenty or thirty years would normally be a dreadful investment strategy. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education, Market Valuation.
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WHITEPAPER
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READ HERE -
Checking Up on Private Health Insurance
Ben MacNevin
March 3, 2015
The Minister for Health has released the premium rate approvals for the Private Health Funds, which will come into effect from 1 April 2015. So what does it mean for our investment with Medibank Private (ASX: MPL)? continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Carsales: How did the first half of 2015 fare?
Ben MacNevin
March 2, 2015
We recently discussed the prospects for Carsales.com Limited (ASX:CAR) and covered why we had a cautious view coming into the first half result. The company has since reported and we have some details to share following the group’s conference call and meeting with Management. continue…
by Ben MacNevin Posted in Insightful Insights, Manufacturing, Technology & Telecommunications.
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Infomedia Update
Tim Kelley
March 2, 2015
Further to our recent post on Infomedia (ASX: IFM), the videos below provide a good insight into how Infomedia’s Superservice products can deliver productivity improvements to dealer group clients.
by Tim Kelley Posted in Insightful Insights, Manufacturing.
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What’s happening in the market?
Tim Kelley
February 27, 2015
The market has had a spring in its step this year. In less than 2 months the S&P/ASX200 Accumulation Index has added around 10 per cent. If it continued at this rate we would finish the year more than 60 per cent up – an extraordinary result by any standards. continue…
by Tim Kelley Posted in Insightful Insights.
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diamond in the rough
Scott Shuttleworth
February 26, 2015
We believe we have come across a ‘diamond in the rough’ of sorts and the stock in question is Altium Limited (ASX: ALU), a software design company currently located in San Diego, California. The company creates software that is used for the development of plastic circuit boards. continue…
by Scott Shuttleworth Posted in Insightful Insights, Manufacturing, Technology & Telecommunications.
