Insightful Insights

With the US S&P 500 rallying 16 per cent over the past ten weeks from 1,810 points to 2,100 points – within a couple of per cent of its record high – I thought I would detail the Index’s consistent earnings downgrades and ask the question why are the analysts so optimistic? continue…

by David Buckland Posted in Insightful Insights.

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At last the Audit Profession has decided to move in the Twenty First Century with 111 countries, including Australia (and China), committing to adopt new audit standards from December 2016.  These new audit standards will make audit reports more informative, transparent and revealing with the introduction of ISA 701, which requires auditors of listed companies to specify key audit matters (KAMs).
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by David Buckland Posted in Insightful Insights.

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The Commonwealth Bank of Australia (ASX: CBA) has announced a deal with Workday to provide enterprise software via the cloud. We consider the implications for TechnologyOne (ASX: TNE), the Australian-listed enterprise software provider. continue…

by Ben MacNevin Posted in Insightful Insights, Technology & Telecommunications.

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Sydney property was a star performer in 2015 and a lucrative earner for many real estate agents. But 2016 has turned into a horror year for McGrath Estate Agents. A recent downgrade in its profit forecast for the year saw its shares plunge just four months after listing.

You can listen to all of the team’s television interviews through browsing our media library, view more clips here.

by Roger Montgomery Posted in Insightful Insights, Property.

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McGrath Estate Agents (ASX: MEA) share price fell over 30 per cent on the back of an announcement that its profits will fall short of the prospectus forecasts in FY16.

The company blamed an “unforeseen low volume of listings and sales” that started to emerge in the latter part of March. Prior to this, the company was performing slightly ahead of the prospectus forecasts. continue…

by Stuart Jackson Posted in Insightful Insights, Property.

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Are your returns stuck in a time warp? Are you surprised to hear Telstra’s share price is lower than it was in 1999? The NAB share price is also lower. That’s sixteen years with no price growth.

Rio and BHP’s share prices are lower than 11 years ago and Woolworths is lower than almost a decade ago. You might put it down to the resource cycle, disruption or poor management, but in each case I put it down to a poor definition of what a blue chip company is.You can read all of the team’s press articles through browsing our media library, view more articles here.

by Roger Montgomery Posted in Insightful Insights.

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It’s not hard to find people who love New Zealand – the scenery, the adventure activities and the people are all simply amazing.  On one measure however it appears that New Zealand may be loved to death. continue…

by Roger Montgomery Posted in Insightful Insights.

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by Roger Montgomery Posted in Companies, Insightful Insights.

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Fifteen months ago we wrote a piece on a not so favourite stock, Arrium Limited (ASX: ARI), and tried to explain why it was in such poor financial health. continue…

by David Buckland Posted in Companies, Insightful Insights.

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Last year’s final report from the Financial Services Inquiry (FSI) made a large number of recommendations. These included lowering the cap on the maximum interchange fee a bank is allowed to charge on a credit card transaction. continue…

by Stuart Jackson Posted in Insightful Insights.

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