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A step down in the healthcare sector
Tim Kelley
October 25, 2016
Our investment style is focused around value and quality, which are concepts that work well over long stretches of time, but can have very mixed performance over shorter periods of time. This week we discuss the materials and healthcare sectors.
by Tim Kelley Posted in Video Insights.
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Soaring crane numbers tell the story of our apartment boom
Roger Montgomery
October 25, 2016
Have you noticed how many cranes are piercing the skyline? Rider Levett Bucknall’s Crane Index reports there are now 663 cranes across Australia’s capital cities – mostly involved in home building. Continue…
by Roger Montgomery Posted in Property.
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WHITEPAPERS
Bond Rates
Roger Montgomery
October 24, 2016
Arguably the greatest risk to investors today is an underappreciation of how significant a change in bond interest rates will be on the market prices of every asset from shares, to property to collectible licence plates. Continue…
by Roger Montgomery Posted in Editor's Pick, Whitepapers.
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Why we continue to like Sirtex
Scott Shuttleworth
October 21, 2016
At the end of August we provided some brief comments on the FY16 results of Sirtex Medical Limited (ASX:SRX). At the time, we noted that SRX should be on the radar of every value investor. We continue to hold that view, and are happy to share our most recent thoughts on the variables we consider when evaluating the business.
Continue…by Scott Shuttleworth Posted in Companies.
TaggedSirtex Medical Limited (SRX)- 18 Comments
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POSTED IN Companies.TaggedSirtex Medical Limited (SRX)
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Buckle up Dorothy. Kansas is going bye-bye.
Roger Montgomery
October 20, 2016
The warnings of an impending financial crisis are starting to come in from all corners. So, maybe they’re worth listening to. If the warnings materialise, Australia looks to be lining up for something much worse than anyone is anticipating, and we may not escape quite as easily as we did during the GFC. Continue…
by Roger Montgomery Posted in Market commentary.
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