Insightful Insights

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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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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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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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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A reader asked me a question on my recent blog post on Nick Scali (ASX: NCK) and I thought I would make it the topic for today. The reader asked; “Is there a reason why the company would prefer to increase debt rather than fund with cash reserves?” continue…

by Scott Shuttleworth Posted in Insightful Insights.

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Carsales.com (ASX: CRZ) has announced the acquisition of a 50.1 per cent stake in Stratton Finance for $60.1 million. continue…

by Ben MacNevin Posted in Insightful Insights.

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If I were to begin by saying that investments (at fair prices) in businesses with strong economics and long term sustainable competitive advantages have tended to yield better than average returns in the past, would I be saying something controversial? Well I guess that depends on where I say it… but on this blog at least it shouldn’t raise many eyebrows. continue…

by Scott Shuttleworth Posted in Insightful Insights.

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Excluding dividends, the best performing markets over the year to 30 June 2014 were the Sensex (up 31.0 per cent), the Nasdaq (up 29.5 per cent) and the S&P 500 (up 22.0 per cent). continue…

by David Buckland Posted in Insightful Insights.

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There has been growing resistance within the real estate industry towards the price increases being enforced by realestate.com.au, which is owned by REA Group (ASX: REA). We cannot help but draw parallels to Carsales.com (ASX: CRZ). continue…

by Ben MacNevin Posted in Companies, Insightful Insights.

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A recent IPO that we did not participate in was Monash IVF Group Limited (ASX: MVF). Whilst we appreciate the quality of the business, its staff and management, we believe that it perhaps may be on the expensive side and would prefer to seek more value before proceeding any further. continue…

by Scott Shuttleworth Posted in Insightful Insights.

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