Insightful Insights
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Spotlight on: IPOs
Scott Shuttleworth
June 27, 2014
Any investor who has spent some time in the market will know the first day that a stock is listed can be a very interesting event. IPO days are known for big up moves and it’s almost surprising to see an IPO flop. To take a few examples, JB Hi Fi rallied 45 per cent on its first day of trading, Veda rallied 40 per cent on its first day and Beacon Lighting rallied 60 per cent on its first day – all very impressive! continue…
by Scott Shuttleworth Posted in Insightful Insights.
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Permanent or Temporary?
Tim Kelley
June 26, 2014
It’s a fact of life that companies in your portfolio will from time to time report bad news. When this happens, one of the most useful questions you can ask yourself is: “Is this a permanent or a temporary effect?”. continue…
by Tim Kelley Posted in Insightful Insights.
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Cheap week
Ben MacNevin
June 25, 2014
Domino’s Pizza (DMP) has just announced that it is extending its cheap deals from two days a week (Mondays and Tuesdays), to everyday of the week. continue…
by Ben MacNevin Posted in Insightful Insights.
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The disintermediation of old media continues…
David Buckland
June 25, 2014
The disintermediation of “old media” continues with Internet television – the digital distribution of television via the Internet. continue…
by David Buckland Posted in Insightful Insights.
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Boost your returns part 4 – the top 20
Tim Kelley
June 24, 2014
So far in our “Boost your Returns” series we have: continue…
by Tim Kelley Posted in Insightful Insights.
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The Impact of quantitative easing on equity prices
Scott Shuttleworth
June 24, 2014
Over the weekend I read a great article written by James Olsen of First Niagura Private Client Services. For those of you with access to ProQuest I would highly recommend that you read the full article there but for those of you without I have summarized the key points below. continue…
by Scott Shuttleworth Posted in Insightful Insights.
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When East Meets West
Ben MacNevin
June 20, 2014
For many years, Vocus Communications (ASX: VOC) and Amcom Telecommunications (ASX: AMM) have enjoyed strong earnings growth by operating at opposite ends of the country: Vocus in the eastern states and Amcom in the western states. continue…
by Ben MacNevin Posted in Insightful Insights.
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Speculation miscalculation
Scott Shuttleworth
June 20, 2014
Following yesterday’s article on Yo (found here) I was reminded of an article I read whilst studying investment analysis under Professor Robert Durand of the University of Western Australia (now at Curtin University). The article (which can be found here) titled “Contagious Speculation and a Cure for Cancer: A Nonevent that Made Stock Prices Soar” by Huberman and Regev, described the series of events surrounding the stock price of EntreMed (ENMD) and other biotech stocks listed in the United States. continue…
by Scott Shuttleworth Posted in Health Care, Insightful Insights.
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Bubble Watch #11
Roger Montgomery
June 19, 2014
Fresh on the heels of our concerns about China and low volatility, we bring to you another sign that the world might just be going a little mad…. continue…
by Roger Montgomery Posted in Insightful Insights.
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Spotlight on: TPG Telecom
Russell Muldoon
June 19, 2014
Given July has been long- slated as the month that the Government is due to release its much anticipated Vertigan (NBN) review, we think the next few weeks are going to be a nervous and potentially volatile period for TPG Telecom (ASX: TPM) shareholders. continue…
by Russell Muldoon Posted in Insightful Insights.
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