Insightful Insights
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Grocery shopping? Now, put your feet up…
Scott Shuttleworth
September 12, 2014
I thought it would be worthwhile to point out a particular niche in online retailing, more specifically – groceries. In FY14, Woolworths (ASX: WOW) alone sold $1.2 billion of groceries online, and this revenue is clearly in its infancy. continue…
by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.
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More questions than answers…
Scott Shuttleworth
September 11, 2014
Continuing on our NBN theme, the ACCC today announced their findings on the first of several reviews on TPG Limited (ASX: TPM). They were investigating a complaint that TPG – via its plans to deliver fibre-to-the-basement (FTTB) infrastructure – would be in breach of the ‘NBN level playing field’ provisions in the Telecommunications Act. These provisions are intended to give a monopoly-like status to NBN Co. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Where has all the volatility gone?
Tim Kelley
September 11, 2014
Australian and US equity markets have been in a happy mood of late. The index seems to be able to move only in one direction (up), and volatility has dropped to levels not seen for some time. The picture below shows the US market; the Australian market is not too dissimilar. continue…
by Tim Kelley Posted in Insightful Insights.
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A look at CCL’s pricing power
Ben MacNevin
September 10, 2014
At Montgomery Investment Management, we are enamoured with companies that can exert pricing power. Yet with great power, comes great responsibility. continue…
by Ben MacNevin Posted in Insightful Insights.
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The US Labour Market: Inflation not dead and buried
David Buckland
September 9, 2014
With US ten-year bonds range trading between 1.5 per cent and 3.0 per cent over the past two years, there is a view that US inflationary expectations are dead and buried. continue…
by David Buckland Posted in Economics, Insightful Insights.
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The investments are better at Hungry Jacks
Scott Shuttleworth
September 8, 2014
On occasion, I Google Warren Buffett and see what the 84-year-old Oracle of Omaha has been up to. Most recently, he participated in a venture with Hungry Jacks (overseas; Burger King) and I thought it worth sharing a few words. continue…
by Scott Shuttleworth Posted in Insightful Insights.
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The Economic Scene, according to the RBA
Ben MacNevin
September 5, 2014
Following the September Board meeting, the Governor of the Reserve Bank of Australia (RBA) has provided a very thoughtful perspective of the Australian economy and the RBA’s view on asset prices. It’s well worth a read. continue…
by Ben MacNevin Posted in Economics, Insightful Insights, Value.able.
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Capital management and corporate policy
Scott Shuttleworth
September 4, 2014
Standard investment theory suggests a wealth-maximising investor should have a tendency to invest in a company that can continually reinvest its earnings at high rates of return, rather than one that will simply pay dividends. In practice, such behaviour has worked out pretty well – just ask those who invested in Berkshire Hathaway (NASDAQ:BRK/A, US$205,880.00) in the 1960s at US$40.00. continue…
by Scott Shuttleworth Posted in Insightful Insights.
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House prices to crash? Ask your barber!
Roger Montgomery
September 2, 2014
Writing for Finsia’s InFinance daily report, Robin Christie has quoted the Big Four banks’ head economists speaking at the AB+F Breakfast with the Economists event in Sydney late last week. continue…
by Roger Montgomery Posted in Economics, Financial Services, Insightful Insights.
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The National Bad-band Network
Scott Shuttleworth
September 1, 2014
Last week, the Vertigan Panel published their second volume from their review of the National Broadband Network (NBN), and other options for upgrading Australia’s internet infrastructure. For those interested, you can find a copy here. continue…
by Scott Shuttleworth Posted in Insightful Insights, Market commentary.
