Insightful Insights
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Cats and Dogs?
Ben MacNevin
February 13, 2014
Greencross Limited (ASX:GXL) is rolling out a chain of co-located retail stores and veterinary clinics. Since a business’s success is dependent on its staff, how is Greencross going to manage people with such different qualifications and needs?
by Ben MacNevin Posted in Insightful Insights.
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Looking at: the US Federal Funds Target Rate
David Buckland
February 12, 2014
The US Federal Reserve target rate is one of the most influential interest rates in the US economy, and is applicable to the most credit-worthy institutions when they borrow and lend overnight funds to each other. continue…
by David Buckland Posted in Economics, Foreign Currency, Insightful Insights.
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Do we need economists and economic commentary?
Roger Montgomery
February 7, 2014
Let’s suppose you employed someone to flip coins for you because you believed they were a “lucky” flipper. Would you keep employing them, if after 34 years you found that they flipped winners only half the time? Anyone with a penchant for maths or an interest in Martingale may of course be quite satisfied, but the rest of the population would feel the lucky flipper was of little use at all. continue…
by Roger Montgomery Posted in Economics, Insightful Insights.
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Sector Sentiment
Ben MacNevin
February 5, 2014
Analysts weren’t expecting a bumper Christmas period; the general expectation was for relatively steady sales growth to finish the year. However, sentiment in the retail sector has taken a negative turn after disappointing trading updates from key retailers. Should this be cause for concern? continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights.
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ResMed in a Holding Pattern
Ben MacNevin
January 31, 2014
ResMed (ASX: RMD) has released its second quarter result for 2014, and once again it was a tale of two cities: the top line growth disappointed, while the bottom line growth impressed. So, amid these two opposing forces, which direction will the company likely take? continue…
by Ben MacNevin Posted in Health Care, Insightful Insights, Manufacturing.
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The Reject Shop: Bright future or burn-out?
Russell Muldoon
January 29, 2014
Despite the media talking up a very positive sales period over Christmas for our retailers, a mixed bag of trading results reported by the likes of JB Hi-Fi Limited (JBH), Super Retail Group Limited (SUL) and The Reject Shop Limited (TRS), have left many investors scratching their heads. continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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Are we there yet?
Tim Kelley
January 24, 2014
Half-year reporting season is just around the corner, and at Montgomery, we have the tendency to get a little bit excited about it.by Tim Kelley Posted in Companies, Insightful Insights, Investing Education.
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The Royal Dutch Shell Garage Sale
David Buckland
January 23, 2014
A massive earnings downgrade combined with a new chief executive making his mark have seen Shell commence its garage sale – with some hard and frugal choices being made across its global empire. continue…
by David Buckland Posted in Insightful Insights.
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The Significance Of Scale
Ben MacNevin
January 22, 2014
Corporate Travel Management (ASX: CTD) has discovered a profitable niche in the Australian corporate market, and has grown its Total Transaction Value (TTV) from $316 million to $1.44 billion in five years. To continue this growth, it will need to take on the “mega” travel agencies, but is there room at the top? continue…
by Ben MacNevin Posted in Insightful Insights.
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Gaining from the declining AUD
David Buckland
January 20, 2014
The declining Australian dollar is often seen as a negative event, raising the cost of imports and overseas holidays. Over 2013, the Australian dollar fell by 14 per cent against the US dollar (US$1.04 to US$0.89), 16 percent against Sterling (GBP0.64 to GBP0.54) and unbelievably 18 per cent against the Euro (EUR0.79 to EUR0.65).by David Buckland Posted in Insightful Insights.
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