Insightful Insights

The Cisco White Paper, released recently, makes some extraordinary predictions over the next five years and and is well worth reading.

To summarise:

1. In 2012, global mobile traffic grew 70 per cent to 885 petabytes per month. By 2017, this will grow 13 times and surpass 11 exabytes per month, a compound annual growth rate of 66%;

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by David Buckland Posted in Insightful Insights, Technology & Telecommunications, Value.able.

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Australia’s farmers agree.  Coles and Woolies need to be reigned in.  I was chatting with John Morrison on ABC Radio this week and my description of the ultimate result of government policy settings fired up the farming community.  So grab a coffee, a cup of tea, a beer or a glass of pinot and settle in.

This is one issue that affects all Australians and their wallets.

This interview was broadcast 12 February 2012.  Listen here.

by Roger Montgomery Posted in Insightful Insights, Value.able.

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This article provides interesting context for Resmed and the reimbursement bidding process (extract of key paragraphs below)

Jaime Rosenthal, a senior at Washington University in St. Louis, called more than 100 hospitals in every state last summer, seeking prices for a hip replacement for a 62-year-old grandmother who was uninsured but had the means to pay herself. The quotes she received might surprise even hardened health care economists: only about half of the hospitals, including top-ranked orthopedic centers and community hospitals, could provide any sort of price estimate, despite repeated calls. Those that could gave quotes that varied by a factor of more than 10, from $11,100 to $125,798.

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by Ben MacNevin Posted in Health Care, Insightful Insights.

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It seems even the facts are up for interpretation when reading reports of what happened overnight. Is the invention of news signs of indigestion?

As you know I have long suggested that the daily market wrap is a bit of an information free zone for long-term investors. Occasionally however it can be funnier than the comic strips. This morning the overnight reports that arrived in our inbox gave us reason to have a chuckle.

Perhaps nothing happened but no journalist could possibly write “nothing happened”…

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by Roger Montgomery Posted in Insightful Insights, Market Valuation, Value.able.

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The US S&P 500 recorded a multi-year low in March 2009, at 667 points.

Today the Index is at 1517 points, delivering a capital gain of 127 per cent in less than four years, or a compound annual average return of 23 per cent.

A significant reason for this rally is based on the fact “labour’s share of output” has, in recent years, declined from 70% to 64%.
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by David Buckland Posted in Insightful Insights, Value.able.

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Last week several media outlets reported that Merrill Lynch had released a prediction that the market may correct. Without giving you the entire report – you need to become a client of Bank of America Merrill Lynch for that (To enquire about becoming a client contact: Bank of Amercia Merrill Lynch: Lvl38/ 1 Farrer Pl, Governor Phillip Tower, Sydney NSW 2000 (02) 9225 6500) – we thought you should be aware of the interesting work they are doing.
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by Roger Montgomery Posted in Insightful Insights, Market Valuation, Value.able.

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In discussion with ABC1’s Ticky Fullerton Roger provides his insights into the outlook for Retail Stocks in the half-year reporting period.

This interview was broadcast 12 February 2013.  Watch here.

by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, TV Appearances.

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Cochlear will be familiar to all of you. The company manufactures an implant that provides the gift of hearing to many thousands of hearing impaired people around the world. As you are also now aware Cochlear voluntarily recalled its Nuclear CI500 series in September 2011. Cochlear immediately switched to distributing its previous Nucleus CI24RE model with the new processors. And finally, you would be aware that Montgomery believed the recall was a rare buying opportunity buying as many shares as our portfolio construction process would allow at $50.
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by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.

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In this special ‘Bonds vs Equities’ edition of Sky Business’ Your Money Your Call (broadcast 8 February 2013), Roger provides his insights into why the so-called rotation back to equities is a fallacy for value investors, and in discussion covers a broad range of topics including:-

– Inflation Linked bonds
– The likelihood of a GFC Part 2
– The impact of the new prevalence of SMSFs
– and the performance of specific stocks including ARB Corporation, QBE and Sydney Airport

Watch here.

by Roger Montgomery Posted in Insightful Insights, TV Appearances.

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Turning your back on speculation and becoming a value investor would be impossible without an understanding of the tenets of value and valuation.

In this interview with the ASX’s Tony Hunter and my friend Michael Glennon, we explore aspects of valuing companies as well as the practical application of a value investing mindset.

Enjoy!

Watch here.

by Roger Montgomery Posted in Insightful Insights.

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