Insightful Insights

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.

• 1 Comments
• save this article
• POSTED IN Insightful Insights

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.

• 5 Comments
• save this article
• POSTED IN Companies, Insightful Insights

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.

• save this article
• POSTED IN Insightful Insights

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.

• 7 Comments
• save this article
• POSTED IN Insightful Insights

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.

• 5 Comments
• save this article
• POSTED IN Insightful Insights

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.

• 1 Comments
• save this article
• POSTED IN Insightful Insights

by David Buckland Posted in Insightful Insights.

• 1 Comments
• save this article
• POSTED IN Insightful Insights

So far in our “Boost your Returns” series we have: continue…

by Tim Kelley Posted in Insightful Insights.

• 8 Comments
• save this article
• POSTED IN Insightful Insights

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.

• 1 Comments
• save this article
• POSTED IN Insightful Insights

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.

• 2 Comments
• save this article
• POSTED IN Insightful Insights