Insightful Insights
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Stocks We Like – One growth stock for the watch list
Roger Montgomery
May 5, 2016
With a market capitalisation of $1.3bn, Invocare (IVC) has quietly become the number one operator of funeral homes, crematoria and cemeteries in Australia, New Zealand and Singapore, with 250 funeral locations and 14 cemeteries and crematoria. The company commands 34 per cent of the Australia/New Zealand market and 10 per cent in Singapore. continue…
by Roger Montgomery Posted in Insightful Insights, Stocks We Like.
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Market valuation
Roger Montgomery
May 4, 2016
We aren’t fond of correlation analysis and curve fitting as a basis for investing so you should immediately be careful about what you conclude from the following insight. continue…
by Roger Montgomery Posted in Insightful Insights, Market Valuation.
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Underperformance has a good side
Roger Montgomery
May 4, 2016
Over the long run you’ll do just fine investing, at rational prices, in extraordinary businesses. An extraordinary business is one that can retain a meaningful proportion of its profits each year and reinvest those retained profits at an attractive rate. continue…
by Roger Montgomery Posted in Insightful Insights.
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May’s Confession Season begins with a bang
David Buckland
May 3, 2016
The May 2016 Confession Season has begun with a bang. Already we have seen dividend cuts (ANZ), earnings savaged (SurfStitch), CEO resignations (CoverMore and SMS Management & Technology), an expected recurring hole in earnings (Telstra) and severe competition (Woolworths). A summary follows: continue…
by David Buckland Posted in Insightful Insights.
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Is the housing market causing trouble for realestate.com?
Scott Shuttleworth
May 2, 2016
Investors could be forgiven for feeling slightly anxious on the back of the news coming out of Australia’s real estate market. continue…
by Scott Shuttleworth Posted in Insightful Insights, Property.
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Support the gift of education
Roger Montgomery
April 29, 2016
A change of pace; today we want to share with you a charity Montgomery is excited to be supporting. continue…
by Roger Montgomery Posted in Insightful Insights, Montgomery News and Updates.
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Giddyup and thank you Mr Prime Minister and Mr Premier!
Roger Montgomery
April 29, 2016
Back in April 2013 when discussing government resistance to borrowing we wrote the following: continue…
by Roger Montgomery Posted in Insightful Insights, Market commentary.
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Stocks We Like – IMF Bentham
Ben MacNevin
April 28, 2016
Markets will typically pay a premium for a company depending on growth expectations, and then management is burdened with meeting these expectations, however rosy they may be. It’s rare then to find a company, which has attractive growth prospects, which are not being valued by the market. IMF Bentham (IMF) is one such company, which has laid the foundation for long-term growth, but the market seems focused on its short-term underperformance.
continue…by Ben MacNevin Posted in Companies, Insightful Insights, Stocks We Like.
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Buckle up, it could get bumpy
Roger Montgomery
April 27, 2016
For over a year we have been warning that the property market in Australia might experience a set back. To summarise, the following steps sets out the thesis: continue…
by Roger Montgomery Posted in Insightful Insights, Property.
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China’s steel production jumps 10 million tonnes
David Buckland
April 27, 2016
According to the World Steel Association, global production for the March Quarter 2016 was 385.7 million tonnes, down 3.6 per cent year on year from 400.3 million tonnes. China’s production for the March Quarter 2016 was 192.0 million tonnes, down 3.2 per cent year on year from 198.4 million tonnes. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
