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.
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Super Ambitious Group
Scott Shuttleworth
August 29, 2014
Last week, Super Retail Group Limited (ASX: SUL) reported to an uncertain retail sector. Having a flick through their investor presentation and the group’s financials – and considering some of the headwinds over the last financial year – it’s quite a fair result. continue…
by Scott Shuttleworth Posted in Companies, Consumer discretionary, Insightful Insights.
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Show me the money
Tim Kelley
August 28, 2014
Michael Lewis’ 2003 book, Moneyball: The Art of Winning an Unfair Game, describes the approach taken by the Oakland Athletics baseball team in the early 2000s. Essentially, the approach involved determining which performance measures contributed the most to the outcome of a baseball game, and recruiting players that rated highly against those measures. continue…
by Tim Kelley Posted in Insightful Insights, Technology & Telecommunications, Value.able.
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Watch, look, see!
Roger Montgomery
August 28, 2014
Here at Montgomery Investment Management, we believe in miraculous returns on equity. With that in mind, today is Miracles Day for CBM; an organisation that conducts cataract surgery, restoring sight to some of the world’s most disadvantaged people. continue…
by Roger Montgomery Posted in Insightful Insights.
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Big Miner Boom?
Roger Montgomery
August 28, 2014
Before we launch into the resources discussion, an update on our Yellen-could-keep-rates-lower-for-longer-fuelling-a-possible-stock-market-boom thesis. continue…
by Roger Montgomery Posted in Energy / Resources, Insightful Insights, Value.able.
