Insightful Insights
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Personal irrationality
Scott Shuttleworth
July 11, 2014
Let’s play a game. We’re each going to bet $1 on the outcome of a coin flip and see who wins. If you considered playing this game, you would expect to be indifferent to playing, as the outcome to you is essentially zero. continue…
by Scott Shuttleworth Posted in Insightful Insights.
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Is Vocus worth $6.10?
Russell Muldoon
July 10, 2014
Vocus worth $6.10?
On Tuesday, we reported on the exciting future for Vocus Communications (ASX: VOC) after their AU$107.7m acquisition of New Zealand’s largest ducted inter-city fibre optic network operator, FX Networks. continue…
by Russell Muldoon Posted in Companies, Insightful Insights, Takeovers, Technology & Telecommunications, Value.able.
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Navitas and the rock star lecturer
Ben MacNevin
July 10, 2014
(Additional commentary by Roger Montgomery.)
Navitas (NVT: ASX) has announced that its largest University Pathways partner – Macquarie University – will not extend its partnership after 12 February 2016. continue…by Ben MacNevin Posted in Insightful Insights.
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Digging for bargains
Roger Montgomery
July 9, 2014
Value investors around Australia are united in their view that there are few bargains remaining in the Australian stock market. This is evidenced by the M&A activity seen in the market for inferior-quality companies who have lost market share and suffered declining profits and/or margins. continue…
by Roger Montgomery Posted in Insightful Insights, Market Valuation.
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Vocus Communications announces sixth acquisition in four years
David Buckland
July 8, 2014
Vocus Communications (ASX: VOC) plans to acquire FX Networks Limited, New Zealand’s only ducted inter-city fibre optic network, for an enterprise value of NZ$116m (A$108m), or around 8 times EBITDA. This will be Vocus Communications’ sixth acquisition, and easily their largest, in the past four years. continue…
by David Buckland Posted in Insightful Insights, Takeovers, Technology & Telecommunications.
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Forty consecutive quarters of growth
Russell Muldoon
July 7, 2014
It’s a rare feat indeed for businesses to grow consecutively year-on-year for a decade, and just a handful of companies will ever achieve such a milestone. So when you own a company that has just notched up its fortieth consecutive quarter of growth, you know you have something special. continue…
by Russell Muldoon Posted in Companies, Health Care, Insightful Insights.
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Don’t jump at shadows
Roger Montgomery
July 4, 2014
There is nothing in the dark that isn’t there when the lights are on.
It seems you can ignore warnings of an imminent stock market crash. The US Fed is happy for a bubble to form, and it’s not even worried about any subsequent bust. No longer is the US Fed beholden to fears of irrational exuberance, and commentators who point to rising risks may simply be premature, if not completely missing the point of ignoring who is in charge. continue…
by Roger Montgomery Posted in Economics, Foreign Currency, Insightful Insights.
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Where are we in the valuation cycle?
Tim Kelley
July 4, 2014
This is a frustrating market for value investors. Like many of our ilk, we are struggling to find high quality companies trading at prices that we consider attractive. As a result, we now hold significant cash balances in our funds waiting for opportunities to emerge. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education.
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Looking to: US Tapering
Ben MacNevin
July 3, 2014
Deutsche Bank has circulated its predictions of Federal Reserve actions for the next six months. continue…
by Ben MacNevin Posted in Economics, Insightful Insights.
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Why do companies pay dividends?
Scott Shuttleworth
July 3, 2014
You may be surprised that I’m asking this question; surely the answer is very trivial. Well, let’s take a look. continue…
by Scott Shuttleworth Posted in Insightful Insights.
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