Insightful Insights
-
Super investors, get ready to take a bath
Roger Montgomery
July 24, 2013
Superannuation, shares and gold prices. See what Roger thinks.
by Roger Montgomery Posted in Insightful Insights.
- 2 Comments
- save this article
- POSTED IN Insightful Insights
-
Roger on risk
Roger Montgomery
July 24, 2013
…why should an investor, keen to see their wealth increase materially over the next ten years, pay any attention to the All Ords? continue…
by Roger Montgomery Posted in Insightful Insights.
- 4 Comments
- save this article
- POSTED IN Insightful Insights
-
Shopping centre sales
Ben MacNevin
July 22, 2013
Colonial First Property Retail Trust (ASX: CFX) recently released the sales figures of its tenants for the 12 months to 30 June 2013. CFX’s portfolio is mainly comprised of shopping centres in major centres, and half of its assets are in Victoria. While the figures do not provide a complete account of retail conditions in Australia, they do provide some insight into the performance of major retailers. continue…
by Ben MacNevin Posted in Insightful Insights.
- 4 Comments
- save this article
- POSTED IN Insightful Insights
-
Caterpillar Inc.
David Buckland
July 19, 2013
Caterpillar’s 125,000 staff awoke this morning to hear that Jim Chanos, president and founder of Kynikos Associates, was on a short selling crusade. continue…
by David Buckland Posted in Companies, Insightful Insights.
- save this article
- POSTED IN Companies, Insightful Insights
-
Why are opportunities so thin on the ground?
Tim Kelley
July 18, 2013
For the last several weeks we have been looking hard to find new value opportunities, but have found very few. The reporting season just around the corner may reveal a few surprises, but for the moment we are sitting on our hands. This can be unsatisfying, but sometimes being a good musician means knowing when to stay silent. continue…
by Tim Kelley Posted in Insightful Insights.
- 3 Comments
- save this article
- POSTED IN Insightful Insights
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
Is $5.00 unreasonable for Ainsworth?
Russell Muldoon
July 17, 2013
Ainsworth Game Technology (ASX: AGI) is not a business that will appeal to all investors. Problem gambling is a genuine concern, but for many a night at the casino is a valid form of casual entertainment. Spending my pocket money on video games all those years ago held similar enjoyment while having a similar impact on my own finances. continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
- 4 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
Re-Leasing Value
Ben MacNevin
July 15, 2013
Many companies struggle when their core market reaches maturity. Some managers attempt to increase earnings through acquisitions, while others may choose to return capital to investors. But mature companies possess an asset that can be very valuable if effectively managed, and FlexiGroup is an example of a company that is attempting to use this particular asset to full effect. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
- save this article
- POSTED IN Companies, Insightful Insights
-
China Rongsheng Heavy Industries is in serious financial trouble
David Buckland
July 10, 2013
China Ronsheng Heavy Industries, the biggest Chinese-based shipbuilder outside the State’s control, represents everything that is good and bad in that country. continue…
by David Buckland Posted in Companies, Insightful Insights.
- 4 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
Tales of the Australian dollar
Russell Muldoon
July 8, 2013
In recent years, a steadily climbing Australian dollar has been a significant headwind for a number of businesses in Australia, hindering their annual growth rates. This trend has now reversed, meaning that the earnings effect has switched – and we are keenly watching. continue…
by Russell Muldoon Posted in Insightful Insights.
- 3 Comments
- save this article
- POSTED IN Insightful Insights
-
Turn off the noise
Ben MacNevin
July 4, 2013
The market has been swinging like a violent pendulum in the past week. One day it’s up, the next it is down. The media have been quick to offer explanations, but all this really does is create noise for investors. continue…
by Ben MacNevin Posted in Insightful Insights, Market Valuation.
