Insightful Insights
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Deeply troubling
Roger Montgomery
April 30, 2014
On Monday, The Sydney Morning Herald reported the release of a new book called A Fighting Chance by Elizabeth Warren, Democratic senator from Massachusetts, and the chairwoman of the Congressional Oversight Panel for the Troubled Asset Relief Program (TARP) during the financial crisis. continue…
by Roger Montgomery Posted in Insightful Insights.
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A Question of Value
Ben MacNevin
April 28, 2014
Here’s a question for you. If a company receives a takeover offer at a material premium to its current share price, has the company’s management been successful at realising value for its shareholders? continue…
by Ben MacNevin Posted in Insightful Insights, Investing Education, Value.able.
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Getting The Best Out of the Team (Part II)
David Buckland
April 25, 2014
Last year, I wrote on Sir Alex Ferguson’s unique record as a sporting coach after 27 seasons at the helm of Manchester United Football Club. Earlier this week, Ferguson’s successor, David Moyes, was sacked ten months into a six year contract after Manchester United was eliminated from both domestic cup competitions and the Champions League. continue…
by David Buckland Posted in Insightful Insights, Value.able.
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A liquidity crisis of a different kind
Roger Montgomery
April 24, 2014
Forget the Financial Crisis…Are we on the cusp of a global water crisis? continue…
by Roger Montgomery Posted in Insightful Insights, Value.able.
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Looking forward to: JB Hi-Fi results
Russell Muldoon
April 22, 2014
On Thursday, Dick Smith Holdings (ASX: DSH) released a solid quarterly result, revealing a continued period of buoyancy in household electronic goods sales. Whilst we don’t own shares in the business – as we prefer to own the dominant player in any sector – we couldn’t help but take note. continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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US Corporate Profit Margins at Record-High
David Buckland
April 18, 2014
I have just returned from a short trip to the US, where I saw Bubba Watson win the US Masters at The Augusta National Golf Club. While this is indeed an extraordinary sporting event, I think I now have a better idea why US corporate profit margins (as a percent of nominal GDP) are at record-high levels. continue…
by David Buckland Posted in Foreign Currency, Insightful Insights, Value.able.
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Looking to: China Rongsheng Heavy Industries
David Buckland
April 17, 2014
We have written about China Rongsheng Heavy Industries, one of the largest shipbuilders in the world, on several occasions. (See our posts from August 2012, and July 2013). continue…
by David Buckland Posted in Companies, Financial Services, Foreign Currency, Insightful Insights.
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We need to talk… about compounding
Russell Muldoon
April 17, 2014
Longer-term followers of our insights might remember our warning late last year, when we wrote: “…Superannuation will be no good for you if you are under 50 today, so invest the absolute minimum amount. That means no salary sacrificing, no co-contributions, and no non-concessional contributions. Ignore the calls to save tax and boost your super.” continue…
by Russell Muldoon Posted in Insightful Insights.
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Quick Byte #2: Cover-More
Roger Montgomery
April 15, 2014
Following on from yesterday’s Quick Byte on the outcomes of the UBS Emerging Companies conference, today we’re taking a look at our analysts’ notes on Cover-More. continue…
by Roger Montgomery Posted in Insightful Insights, Insurance.
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Quick Byte #1: NEXT DC
Roger Montgomery
April 14, 2014
Over the coming days, we’ll be providing our insights on the UBS Emerging Companies conference. Check back tomorrow for the next “Quick Byte”. The UBS conference is a good example of the value-add that full-service brokers provide clients. Amid a steady migration by baby boomers to low-cost, cheap and purely online broking relationships, the UBS conference – and those run by Macquarie and others – serve as a reminder that there is a very real benefit from a relationship with a full-service broker. continue…
by Roger Montgomery Posted in Companies, Insightful Insights.
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