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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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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WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
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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.
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Implant This
Roger Montgomery
February 25, 2015
As you know, one of the positive arguments for Montgomery funds investing in Medibank Private, is the ability of the company to harness rapidly-advancing technologies to improve patient outcomes and lower private health insurance claims.
In the US the question being asked is; Why give your doctors permission to incorporate data from fitness trackers and health apps into electronic patient records? continue…
by Roger Montgomery Posted in Health Care, Insightful Insights, Technology & Telecommunications.
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Please Sign Here
Ben MacNevin
February 25, 2015
NIB Holdings (ASX: NHF) has reported hospital claims inflation of 17 per cent for the first half of the 2015 financial year, which we believe demonstrates the inferior position of the smaller funds in the health care chain. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights, Insurance.
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Smashed. Look out Kogan, JB, Bing Lee and Harvey Norman
Roger Montgomery
February 24, 2015
Last week in Sydney’s Inner West and only meters from a homeless person’s humpy, a plasma TV sat on the footpath awaiting council collection. A large, flatscreen plasma TV. On the street. In the rain.
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, Manufacturing, Technology & Telecommunications.
