Insightful Insights
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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.
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Bubble watch #12 – we’re getting closer
Roger Montgomery
August 27, 2014
Journos are calling it a melt-up; economists are calling it a bubble. Here at Montgomery we’ve been writing since November last year that investors could expect rising asset prices (read: stocks and property) thanks to a regime shift at the US Federal Reserve under Janet Yellen. continue…
by Roger Montgomery Posted in Economics, Insightful Insights.
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An update on: AGI
Roger Montgomery
August 27, 2014
A number of investors have posted requests for us to look at Ainsworth Game Technology Ltd (ASX: AGI) following the sell-off in the market price yesterday. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Cash is king
Roger Montgomery
August 27, 2014
As you already know, Magellan Financial Group are approached regularly by smaller equity managers seeking an investment. To date, Magellan have only invested in one manager – Montgomery – and Magellan remain the only external investor in our company. continue…
by Roger Montgomery Posted in Insightful Insights, Value.able.
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