Insightful Insights
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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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Are you having fun yet?
Roger Montgomery
August 26, 2014
Your author thinks the hilarity must surely be lost on a couple, who at an intimate dinner together, aren’t talking to each other at all, but instead, are photographing their food and Facebooking their friends about what a great time they’re having. continue…
by Roger Montgomery Posted in Insightful Insights.
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Update on The Reject Shop
Scott Shuttleworth
August 22, 2014
The Reject Shop Limited (ASX: TRS) reported on Wednesday morning and we fortunate to be able to share some time with the company at our offices. continue…
by Scott Shuttleworth Posted in Insightful Insights.
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Making Sense of ResMed’s New Platform
Ben MacNevin
August 22, 2014
ResMed Inc (ASX: RMD) has launched its new flow generator platform, the AirSense 10, and first impressions are positive. continue…
by Ben MacNevin Posted in Health Care, 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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