Insightful Insights

It should come as no surprise. We have always shunned capital intensive businesses such as Qantas.
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by Russell Muldoon Posted in Airlines, Insightful Insights.

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CSL has announced that it is restarting production of influenza vaccine for the Australian market in response to higher than expected demand this season.
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by Ben MacNevin Posted in Health Care, Insightful Insights.

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Strong investor support for stocks with high dividend yields has been one of the defining features of the Australian share market over the last year or two. The big four banks have been particular beneficiaries of this, and with a healthy first half result reported this week by ANZ, the theme has additional momentum.
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by Tim Kelley Posted in Financial Services, Insightful Insights.

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What’s happening at our banks? ANZ reports.

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by Roger Montgomery Posted in Financial Services, Insightful Insights.

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Australia’s triple AAA credit rating, strong commodity exports and high interest rates have meant that many have enjoyed the benefits of a high Australian dollar.

Variously described as the Little Aussie Battler, Pacific Peso and the Aussie Ringgit, the Australian currency has now traded for the longest period of time above parity against the US dollar since it was floated in 1983.
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by Roger Montgomery Posted in Economics, Insightful Insights.

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Even though we haven’t owned Blackmores shares, last week we read their regular quarterly update for the first nine months of 2013. We did so with some concern. At the top-line, a reported a 29% jump in revenue looks like a strong result. At the bottom-line, the 7% NPAT decline is troubling for a number of reasons.
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by Russell Muldoon Posted in Companies, Insightful Insights.

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Resmed has just announced another record quarterly result. For those unfamiliar with Resmed, the company is a manufacturer of flow generators and masks for sufferers of Obstructed Sleep Apnea (OSA). OSA is a condition that causes the airways to temporarily close while sleeping (apnea means “without breath”).
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by Ben MacNevin Posted in Companies, Insightful Insights.

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Colonial First State has just released their quarterly results to March 2013 for their Retail Property Trust. This retail-specific Australian Real Estate Investment Trust (A-REIT) comprises shopping centres, department stores, supermarkets and specialty stores.
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by Ben MacNevin Posted in Consumer discretionary, Insightful Insights.

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It has always amused us that China, with 1.34 billion people (19 per cent of the world’s population of 7 billion) and with an economy of US$8.5 trillion (12 per cent of the world’s GDP of US$70 trillion), can produce their GDP growth rate within days of the quarter end.
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by David Buckland Posted in Economics, Insightful Insights.

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And now to a very short break. We’ll be back with more after these short messages…
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by Roger Montgomery Posted in Insightful Insights.

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