Insightful Insights

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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In this interview with Peter Switzer, Roger Montgomery discusses commodity prices and the risk of a recession.

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.

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Recent figures from APRA show that there are over 565,000 self-managed super funds in operation as at December 2015 and that represent 29.1 per cent of all superannuation assets in Australia. There is no doubt that the growth of SMSFs has been phenomenal considering they are, at their essence, just a structure and are not product sold or promoted by a particular company, such as an iPhone or a pair of Nike shoes. continue…

by Scott Phillips Posted in Insightful Insights.

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The market has become increasingly concerned about the risk of asset impairments for the major banks. Whether it be from exposure to Asia, mining and energy assets, agriculture assets in New Zealand, or the housing market in Sydney and Melbourne. Banks have effectively sold a put option to consumers and businesses over their assets or income streams and as a result they have a leveraged exposure to significant falls in asset prices. continue…

by Stuart Jackson Posted in Financial Services, Insightful Insights.

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It might surprise you to know that there has been no capital gain from the ASX200 for a decade. So investing must be all about the dividends? It’s reasonable to assume that income will become even more important as the proportion of Australians over the age of 65 rises, but are dividends the only way of generating income from shares? continue…

by Roger Montgomery Posted in Insightful Insights, Whitepapers.

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