Insightful Insights
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Making the change: agent to retailer
Ben MacNevin
March 29, 2014
Flight Centre (ASX: FLT) is transitioning from a travel agent to a travel retailer. You may be wondering: what is the difference between the two, and what effect will it have on the company’s long-term prospects? continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights, Tourism.
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The stock market can wait
Tim Kelley
March 28, 2014
One of the themes we follow here at Montgomery is healthcare. As western populations age, we expect their need for healthcare to increase materially. Also, the Baby Boomer generation is affluent, and it will likely be prepared to pay for quality care. continue…
by Tim Kelley Posted in Health Care, Insightful Insights.
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Metallurgical coal: the decline continues
David Buckland
March 28, 2014
On Monday, we wrote a piece reporting the steady decrease in the price of thermal coal. For those who like to keep an eye on various key commodity prices, the metallurgical coal benchmark price for the June 2014 quarter is looking like $120/tonne. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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Kathmandu still climbing
Ben MacNevin
March 27, 2014
Kathmandu (ASX: KMD) has reported pleasing financial results for the January 2014 half-year. While Kathmandu’s store rollout is well on track, it’s the company’s long term potential that has us excited. continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights.
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Revisiting: TPG Telecom
Russell Muldoon
March 26, 2014
As an update to our last post on TPG Telecom (TPM:ASX) in December last year, the read-through from the business’ continued growth (as reported in accounts that were released on Tuesday) is that the future continues to shape up in a promising way. In short? TPG will be a major player in the Australian telecommunications sector – regulatory change notwithstanding.
by Russell Muldoon Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Property: Don’t bet on a crash because it ain’t coming
Roger Montgomery
March 25, 2014
I have previously suggested that a very large correction in property prices could occur if the generation of baby boomers, whose wealth is broadly stored in real estate, were required to sell in order to fund their retirement and healthcare expenses.
by Roger Montgomery Posted in Insightful Insights, Property.
- 15 Comments
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- POSTED IN Insightful Insights, Property
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Thermal coal’s turn to edge downwards
David Buckland
March 24, 2014
Recent negotiations with Japanese utilities is likely to see the thermal coal price contracted at US$82/tonne for the year to March 2015, according to Macquarie Research. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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Talking about: De-commoditisation
Ben MacNevin
March 21, 2014
A commodity is a basic good or service produced to satisfy wants or needs. It is difficult to generate value when businesses deal in commodities, as there is limited ability to exert pricing pressure. continue…
by Ben MacNevin Posted in Insightful Insights.
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- POSTED IN Insightful Insights
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Is the NBN shaping up to be a white elephant?
Tim Kelley
March 20, 2014
The National Broadband Network is a huge undertaking, with expected costs north of $40b. While the vision is admirable, the reality is starting to look very untidy.
by Tim Kelley Posted in Insightful Insights, Technology & Telecommunications.
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IS G8 Education worth more than $5 per share?
Russell Muldoon
March 20, 2014
In September last year, when G8 Education shares were trading for three dollars, we asked: “Is $4.00 unreasonable for G8?”. Seven months later, and with a share price circa 45 per cent higher, we again ask a similar question but this time – is G8 worth more than five dollars? continue…
by Russell Muldoon Posted in Companies, Insightful Insights, Market Valuation.
