Insightful Insights
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If you can’t beat ’em… join ’em
Scott Shuttleworth
October 17, 2014
The Hong Kong business of REA Group Limited’s (ASX: REA) Realestate.com has been one of a few dull spots on an otherwise bright canvas for quite some time. Through a well-executed move, they seem to have changed their prospects in the country. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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ACCC Takes Aim at Coles Supermarkets
Roger Montgomery
October 17, 2014
The ACCC yesterday issued a press release on its proceedings against Coles Supermarkets for their alleged contravention of the Australian Consumer Law. We’ve highlighted what we believe to be of interest below. You can read the full ACCC statement here. continue…
by Roger Montgomery Posted in Insightful Insights, Property, Value.able.
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Watch this space
Tim Kelley
October 16, 2014
I had the good fortune to attend presentations and discussions with a range of leaders from the telecommunications industry on Tuesday. The space is going to be an interesting one in the years ahead. continue…
by Tim Kelley Posted in Insightful Insights, Technology & Telecommunications.
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A beautiful trade… on your dime
Scott Shuttleworth
October 15, 2014
One of the requirements for the Coalition’s Multi-Technology Mix National Broadband Network (the NBN) is the takeover of Telstra Corporation Ltd’s (ASX: TLS) copper network. The Government and Telstra are currently in contract negotiations, but the telco has already provided (in principal) agreement for a deal with a present value of approximately $11 billion. continue…
by Scott Shuttleworth Posted in Insightful Insights, Takeovers, Technology & Telecommunications.
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RBA’s AUD expectations
Ben MacNevin
October 14, 2014
Guy Debelle, an Assistant Governor at the Reserve Bank of Australia, recently discussed the prospect of a violent sell-off in markets. His use of the word “violent” is bold, given the RBA is known for its nuanced language. It was his discussion regarding investor reactions which we found most interesting. continue…
by Ben MacNevin Posted in Economics, Insightful Insights.
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The recent 10 per cent pullback
David Buckland
October 13, 2014
The Australian All Ordinaries Index made a post-GFC high on 21 August 2014 at 5,672 points; 1200 points short of its all-time high (6,873) recorded in late-2007. In the most recent seven-and-a-half weeks, the market has retreated around 550 points (or 10 per cent) to 5,122 points at the time of writing. continue…
by David Buckland Posted in Insightful Insights, Montgomery News and Updates.
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Don’t let a catastrophe sneak into your portfolio
Scott Shuttleworth
October 13, 2014
The rewards in the stock market can be vast – why else would we spend so much time on it? But the risks can often go overlooked as we dream of retiring down at the beach tomorrow. One risk I’d like to highlight is catastrophe risk. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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CSL plans for expansion
Ben MacNevin
October 10, 2014
CSL has announced a $450 million investment to expand its global production capacity. continue…
by Ben MacNevin Posted in Companies, Health Care, Insightful Insights, Value.able.
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A chat with Warren
Roger Montgomery
October 9, 2014
Warren Buffett was on CNBC’s On the Money program over the weekend, and we thought you might be interested in his very latest thoughts… continue…
by Roger Montgomery Posted in Insightful Insights, Value.able.
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Titan Energy Services Limited and the rapidly shifting CSG market
David Buckland
October 7, 2014
This blog post follows on from a piece I wrote back in July, on Titan Energy Services (ASX: TTN). continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
