Insightful Insights
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Who’s game to sell CBA?
Ben MacNevin
August 2, 2013
CBA is the market darling of the Big-4 banks, and the quality of the company has historically warranted a premium price relative to its peers. But some analysts are seriously questioning whether the recent rally of the share price is reasonable. continue…
by Ben MacNevin Posted in Financial Services, Insightful Insights.
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McMillan Shakespeare – Part 3
Tim Kelley
August 2, 2013
This is the third in a series of articles we have posted on McMillan Shakespeare (ASX: MMS). The first two articles addressed the valuation framework we used to assess MMS in the context of regulatory uncertainty (read part one here); and some comments on how we think about the risks attaching to an investment that may have binary outcomes (either very good or very bad) (read part two here). continue…
by Tim Kelley Posted in Companies, Insightful Insights.
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What was that? I can’t hear you when you whisper
Roger Montgomery
July 30, 2013
Over the weekend, former fundies Greg Perry and Peter Morgan revealed that selective corporate briefings was/is a practice that is rife, gives advantages to fund managers at the expense of smaller investors, and should be outlawed. We agree. continue…
by Roger Montgomery Posted in Insightful Insights.
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Further thoughts on McMillan Shakespeare
Tim Kelley
July 30, 2013
We posted last week an article that set out some of our thoughts on McMillan Shakespeare (ASX: MMS), and the logic that led us to add to our position following the precipitous price drop last week. continue…
by Tim Kelley Posted in Companies, Insightful Insights.
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F.B.T. – Fairly Badly Trampled?
Tim Kelley
July 25, 2013
Readers will be well aware of the controversy surrounding the Federal Labor government’s proposed changes to FBT legislation and the potential impact of these changes to businesses linked to car leasing and salary packaging. As owners of one of the businesses most directly in the firing line for these changes – McMillan Shakespeare – we have been following the debate with particular interest. continue…
by Tim Kelley Posted in Companies, Insightful Insights.
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Into the unknown
Russell Muldoon
July 25, 2013
According to the Department of Education, Employment and Workplace Relations, job advertisements on the internet fell by 2.8 per cent in June. continue…
by Russell Muldoon Posted in Insightful Insights.
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Consolidation plays – finding value
Ben MacNevin
July 25, 2013
A “roll-up” is a term used to describe a broad-based acquisition process of many smaller and similar businesses by a company. There are two motivations that investors are commonly attracted to with a consolidation play – one increases the parent company’s share price, while the other increases the value to shareholders. It is important for investors to distinguish between these two distinct reasons before making any investment. continue…
by Ben MacNevin Posted in Insightful Insights.
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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.
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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.
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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.
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