Codan (ASX: CDA) is a manufacturer and supplier of communications, metal detection, and mining technology.  One of its businesses is called Minetec.  It’s a location tracking system that promises to add value to underground mining operations around the world, and has already been adopted by the likes of Newmont and BHP. Continue…

by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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When a private-equity-backed start-up reaches a billion-dollar valuation – a valuation simply decided and agreed on by the owners of the business – it’s called a unicorn. This title refers to the rarity of such creatures. But the fact is, unicorns are only found in fairy tales. And many of today’s corporate unicorns shouldn’t exist either. Continue…

by Roger Montgomery Posted in Companies.

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In this week’s video insight Roger discusses negative yielding bonds. Normally you would expect that negative yielding bonds would be a temporary situation but this situation has lasted longer than anyone has anticipated. Is it a sign of a recession? And what does it actually mean when you buy a bond with a negative yield?

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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In this interview on Money News, Roger and Deborah Knight question whether anecdotal support for an investment case can be a good starting point? A few years ago, Warren Buffett doubled his stake in Apple after he spoke to his great grandchildren and their friends on how to use the IPhone.

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Right now, there’s a battle being fought in the media between Australia’s airport owners and the airlines that use them – Qantas and Virgin in particular – over the pricing of airport operations. The gloves are definitely off. But setting aside the arguments around relative pricing power of monopolies vs duopolies, one quirk of the debate focuses around falling bond rates, and how this impacts the investment landscape. Continue…

by Joseph Kim Posted in Companies.

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