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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The Chinese cement market
David Buckland
June 19, 2014
In his book, “Making the Modern World: Materials and Dematerialization”, Vaclav Smil argues the most important man-made material is concrete, both in terms of the amount the world produces each year and the total mass produced. continue…
by David Buckland Posted in Insightful Insights.
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Bubble Watch #10
Roger Montgomery
June 18, 2014
As you know we prefer to invest with a telescope rather than the microscope.
Getting too close to the action can, and does, lead investors astray as they jump at shadows and ignore the sunshine. Having said that we are always on the lookout for risks to the prospects for companies we are analyzing or have already acquired. More importantly we want you to stay in front of the curve. continue…
by Roger Montgomery Posted in Insightful Insights.
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Boost your returns, Part III – It’s alive!
Tim Kelley
June 18, 2014
In Part 1 of our “Boost Your Returns” series, we introduced the idea of using pattern recognition technology to help identify listed companies with the potential to outperform or to underperform. continue…
by Tim Kelley Posted in Insightful Insights.
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Lower prices please!
Roger Montgomery
June 16, 2014
Zero. That’s the number of blatantly obvious value investing opportunities we can find at the quality end of the spectrum at the moment. But wait! Before you go selling all of your shares, or cease implementing your investment strategy, you may want to read on… continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education.