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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What can cause a 10 per cent sell-off…
Ben MacNevin
April 12, 2014
Unless you attended management or business school, there may not seem to be much of a distinction between a plan and a strategic review. The two terms, however, mean completely different things, and each has significant implications for a company’s long-term value prospects when employed. continue…
by Ben MacNevin Posted in Insightful Insights.
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You know it makes sense
Russell Muldoon
April 11, 2014
Stanley Druckenmiller, one of the titans of the hedge fund industry and the man who famously made $1 billion shorting the British pound with George Soros in 1992, was recently asked about the most important lessons that he learned from Soros during his time as the lead portfolio manager for the Quantum fund. continue…
by Russell Muldoon Posted in Insightful Insights, Investing Education.
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The patience pay-off
Ben MacNevin
April 10, 2014
When one is invested in a high quality company and the share price is below the estimate of intrinsic value, the best thing to do is exercise patience. Of course, this can be easier said than done when Mr Market acts irrationally. continue…
by Ben MacNevin Posted in Insightful Insights.
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Rumours… or Fact?
Roger Montgomery
April 10, 2014
We often see the market jumping at shadows. Take the recent weakness in the share price of McMillan Shakespeare (ASX: MMS). Given the absolute and ‘in writing’ promise by both Abbott and Hockey that changes to fringe benefits tax for salary packaging were off the table, we have been miffed by the swirling rumours that there would be changes in the budget detrimental to MMS. continue…
by Roger Montgomery Posted in Insightful Insights, Market commentary.
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How much is HFT costing you?
Tim Kelley
April 9, 2014
Michael Lewis’ book Flash Boys has shed some much-needed light on the practices of high frequency traders and the use by brokers of dark pools to execute trades. continue…
by Tim Kelley Posted in Insightful Insights.
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The Aussie Peso Rides Again
Roger Montgomery
April 7, 2014
My friend and Joint Chief Executive of Philo Capital Advisers, Ashley Owen, recently penned this piece on the Aussie dollar. As you know, we have suggested since US$1.05 that Australia needs a lower currency. Well, according to Ashley, we’re going to get one. continue…
by Roger Montgomery Posted in Energy / Resources, Foreign Currency, Insightful Insights.
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Talking about: operational leverage
Ben MacNevin
April 7, 2014
Operational leverage can have a powerful effect on a company’s earnings, in both a positive and a negative sense. When considering an investment in companies with high operating leverage, you must be comfortable with the company’s ability to manage downside risk. continue…
by Ben MacNevin Posted in Insightful Insights, Value.able.
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