Insightful Insights
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Is the Sky Falling?
Roger Montgomery
August 21, 2014
This morning, we read with interest the views of Chris Watling from Longview Economics, who believes the Fed is underestimating the strength of the US economy. continue…
by Roger Montgomery Posted in Economics, Foreign Currency, Insightful Insights.
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More bumper opportunities
Scott Shuttleworth
August 21, 2014
ARB Corporation Limited (ASX: ARP) released their FY14 annual result yesterday morning. continue…
by Scott Shuttleworth Posted in Insightful Insights.
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Looking at: the unemployment rate
Ben MacNevin
August 20, 2014
In July, Australia’s unemployment rate on a seasonally adjusted basis increased to 6.4 per cent, which is above the US unemployment rate. This trend has important implications for the economy and the share market. continue…
by Ben MacNevin Posted in Economics, Insightful Insights.
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- POSTED IN Economics, Insightful Insights
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Back to school
Scott Shuttleworth
August 19, 2014
Massachusetts Institute of Technology (MIT) is preparing to expand its global model of higher education through its MITx online course platform. These modules are quite good, and bring to mind the idea of whether they could be utilised as a pathway program, similar to what Navitas Limited (ASX: NVT) provides. continue…
by Scott Shuttleworth Posted in Insightful Insights.
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Looking again at value
Tim Kelley
August 18, 2014
In recent months we have looked at valuation from a few perspectives. Our conclusion has been that the Australian market is on the expensive side of fair value, but not to an alarming degree. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education, Value.able.
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Get ready for a stock market boom!
Roger Montgomery
August 15, 2014
I have just completed my latest monthly column for Money magazine, and it got me thinking about why I think there might just be an almighty stock market boom sometime between now and 2016. continue…
by Roger Montgomery Posted in Economics, Insightful Insights.
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- POSTED IN Economics, Insightful Insights
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Stocks to watch
Russell Muldoon
August 14, 2014
We’ll take a break from The Screen series for a few weeks, as our focus shifts to full-year company results and outlook statements. And while it’s still early days, a few businesses have already caught our attention. Below follow our notes on two of them. continue…
by Russell Muldoon Posted in Companies, Consumer discretionary, Health Care, Insightful Insights.
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REA Group’s strategic stake in iProperty
David Buckland
August 14, 2014
Following our recent post on REA Group, I thought it worthwhile to observe the patience in which some companies invest their expansion capital. continue…
by David Buckland Posted in Companies, Insightful Insights, Property.
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- POSTED IN Companies, Insightful Insights, Property
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More than just a new coat of paint
Roger Montgomery
August 13, 2014
Having studied past corporate responses to airline disasters – including those of Japan Airlines, Korean Air and ValuJet – the last of which suffered a major crisis in 1996 after one of its planes crashed in the Florida Everglades – I’m not surprised to hear that Malaysia Airlines is to be delisted pending a major restructure. continue…
by Roger Montgomery Posted in Airlines, Insightful Insights.
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Law & Order: IMF
Ben MacNevin
August 13, 2014
The Law Council of Australia may allow lawyers to share in the claims awarded to their clients, otherwise referred to as contingency fees. Reimbursing lawyers with contingency fees, rather than nominal fees, will have important implications for litigation funders such as Bentham IMF (ASX: IMF). continue…
by Ben MacNevin Posted in Insightful Insights.
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