Insightful Insights

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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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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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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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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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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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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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.

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A number of retailers have recently warned the market that warm weather and weaker consumer confidence after the Federal Budget are impacting trading. But how many of these retailers may be trying to use these temporary issues as an excuse for structural pressures? continue…

by Ben MacNevin Posted in Consumer discretionary, Insightful Insights.

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In May 2014, Seek Limited (ASX: SEK) announced an intention to sell part of its stake in Zhaopin; the market leader of online recruitment services in China. continue…

by Scott Shuttleworth Posted in Insightful Insights.

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James Grant of Grant’s Interest Rate Observer famously observed that gold was “the refuge of idiots”. continue…

by Roger Montgomery Posted in Economics, Insightful Insights.

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