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James Carlisle
The Hidden Danger Of Investing In Aged Care
Added On - 12/12/2016 1:02:03 PM
Favourable demand forecasts aren't enough to make money in aged care. Focus on supply.
Why You're Better Off If Qantas's Stock Crashes
Added On - 12/9/2016 3:48:08 PM
When this airline's share price next takes a dive, it's good news for investors - even if they're an existing shareholder.
Will The Internet Kill Flight Centre?
Added On - 11/25/2016 4:33:29 PM
Travel agent groups like Flight Centre are commonly thought to be at risk of disruption from online travel booking sites. Is it a little more complicated?
Amazon Is On Its Way
Added On - 11/17/2016 3:26:03 PM
With talk of Amazon's (NASDAQ:AMZN) imminent arrival in Australia, will our retailers be ready?
Will A Second Sydney Airport Hurt SYD Shareholders?
Added On - 11/4/2016 1:31:26 PM
Sydney's monopoly airport is about to get some competition - how will that affect shareholders?
My Favourite Small-Cap Compounding Machine
Added On - 10/28/2016 12:52:58 PM
This small software company is printing money, growing fast - and has a decent moat.
The Theory That Cracked The Enigma Code
Added On - 10/20/2016 5:00:18 PM
Despite its humble beginnings, Bayes' Theory has many important applications, and provides a useful tool for updating our thinking.
No, Bravura Is Not The Next Dick Smith
Added On - 10/14/2016 3:30:44 PM
Private equity is cashing in quick profits once again, but unlike Dick Smith, Bravura's business is world class.
Why Australian Banks Earn So Much Profit
Added On - 10/14/2016 3:20:53 PM
Australia's big four banks are among the most profitable on earth. This is how they do it.
The Business That Changed Berkshire Forever
Added On - 10/6/2016 12:47:03 PM
The purchase of See's Candies marked a major turning point in Berkshire Hathaway's investment strategy.
BHP & Rio Are Understating Profits
Added On - 9/22/2016 3:52:34 PM
Analysts don't get it. Now that The Great Boom is over, the two big miners are much more profitable than they look.
Five Ways To Know You're A Good Investor
Added On - 9/16/2016 3:01:36 PM
We all get lucky investing from time to time. Here's how to know whether your results are from skill or luck.
Event's 'Record Profit': A Peak Behind The Curtain
Added On - 9/1/2016 12:49:34 PM
Record profits make for great headlines but don't mean as much as they imply for this business.
Is A Good Brand Enough For A Great Return?
Added On - 8/25/2016 5:58:52 PM
A brand is a great thing for a company to have but a competitive advantage it is not. Investors need to understand that difference.
Why Net Profit Figures Can Be So Misleading
Added On - 8/19/2016 1:42:05 PM
Investors are used to focusing on net profit, but it isn't always the best figure to pay attention to.
Is There Value In Nine Entertainment?
Added On - 8/11/2016 11:35:21 AM
The days of Nine being 'still the one' are over. However, with prices at historic lows, we take a look to see if its shares offer any value.
The Essence Of Value Investing
Added On - 8/5/2016 4:22:08 PM
The aim of value investing is to buy a stock for less than its real or intrinsic value.
How To Get The Most From Reading An Annual Report
Added On - 7/29/2016 1:19:50 PM
When you're reading a financial statement this reporting season, it helps to know what to look for.
Dick Smith's Smoke & Mirrors
Added On - 7/22/2016 12:45:55 PM
McGrathNicol has released its report into the demise of Dick Smith and it includes an accounting illusion Copperfield would be proud of.
The Brexit Curveball
Added On - 7/14/2016 10:37:58 AM
The Brexit vote shows that unexpected events happen more often than they're supposed to, and that you should structure your portfolio accordingly.
Target's Russo Likely To Miss His Fast-Fashion Targets
Added On - 7/8/2016 2:29:41 PM
By announcing his desire to make the likes of Zara regret their entry into Australia, Guy Russo has placed a big target on himself.
Wesfarmers Showcases Its Strategy
Added On - 7/8/2016 12:47:35 PM
Wesfarmers' recent Strategy Day highlighted what the company is doing right - and how it will fix what's wrong.
Value Will Out, Catalyst Or Not
Added On - 7/4/2016 12:36:54 PM
You don't need an event to release value, although it can be nice when one turns up unexpectedly. Time usually does the job for you.
Corks Pop At REA Group
Added On - 6/17/2016 3:49:25 PM
A nationwide property downturn would hit REA Group. So far, though, it's not happening, with weak markets in some areas being offset by strong ones elsewhere.
Betting On Aristocrat
Added On - 6/9/2016 1:15:16 PM
This gaming machine maker's online division is improving cash flow and the company is increasing market share.
How To Teach Your Children To Invest
Added On - 6/2/2016 4:35:56 PM
Starting up a portfolio for your children might be one of the best things you can do for your children. But how should you go about it?
Beware Overpaying For Transurban
Added On - 5/20/2016 3:26:57 PM
Transurban shareholders have had an incredible run in recent years, but the future may not be so rosy.
Apple Pay Is Coming To The Big 4 Banks
Added On - 5/11/2016 5:26:37 PM
ANZ has broken ranks and signed up to Apple Pay but there's a good chance the others won't.
Aussie Icons For Sale
Added On - 5/6/2016 3:40:56 PM
It will be a shame to lose another iconic brand but you can't blame Pacific Brands shareholders if they accept HanesBrands takeover offer.
Are Shopping Malls Dead?
Added On - 4/28/2016 3:11:46 PM
Many have predicted that online retailing could spell the end for its bricks and mortar counterpart - but such thinking seems to ignore over 2,500 years of history.
Betting On Donaco
Added On - 4/21/2016 11:30:30 AM
This owner of casinos in Cambodia and Vietnam seems a strange business to have listed on the ASX, so we decided to take a look.
Arrium: We Told You So
Added On - 4/15/2016 3:44:52 PM
Arrium's collapse last week was no great surprise. Intelligent Investor had been issuing warnings for years.
Australia's Top 3 Healthcare Stocks
Added On - 4/12/2016 12:56:29 PM
Australia's healthcare sector is world class. Here we rank the best performers based on growth, margins, competitive advantages and more.
When Should Investors Cut Off Their Arms?
Added On - 4/1/2016 2:58:00 PM
Losing money is tough, but too often investors respond in exactly the wrong way to the experience.
Avoid Losing Money With This One Ratio
Added On - 3/17/2016 11:12:27 AM
Want to steer clear of companies that go bankrupt? You can with this simple tool.
Will Bunnings Be Successful In The UK?
Added On - 3/11/2016 3:44:48 PM
Wesfarmers' Bunnings chain recently acquired UK retailer Homebase. Predictions the company has made a mistake of Masters' magnitude are probably wrong.
The Blockchain Business
Added On - 2/24/2016 5:58:02 PM
With blockchain we could be seeing the future of finance but who knows when that future will occur?
Rio Tinto: Result 2015
Added On - 2/19/2016 6:16:58 PM
Amid falling prices and growing pessimism, this was an excellent result.
Millennials Cut The Cord, Kill TV Networks
Added On - 2/4/2016 4:20:40 PM
Video might have killed the radio star but the internet looks to be killing commercial TV.
Markets In Turmoil? Oh Please!
Added On - 1/29/2016 2:15:46 PM
The media is predicting doom (again). This is great news for long-term value investors.
Is CYBG Drool-Worthy?
Added On - 1/20/2016 3:47:00 PM
The demerger of UK banking group CYBG plc from National Australia Bank ticks a lot of boxes for the value investor.
No, Please Don't Sell Everything
Added On - 1/13/2016 4:29:10 PM
Would you sell your own business just because someone offered you a lower price than eight days before? No? Well don't do that in the share market.
Is It Time To Buy Primary Health Care?
Added On - 1/11/2016 4:35:27 PM
Primary Health Care's (ASX: PRY) share price has fallen 54% since we rang the Avoid bell. Is it worth a second look?
Is The CIMIC Buyback Takeover In Disguise?
Added On - 12/17/2015 11:27:40 AM
Yesterday CIMIC Group (ASX: CIM) - the company formerly known as Leighton Holdings - announced a share buyback. The company has authorised broker Merrill Lynch to buy back up to 10% of its shares on-market over the next 12 months.
Forget Today's Headlines - Look 5 Years Out Instead
Added On - 12/2/2015 4:09:08 PM
Interested in Blackmores (ASX: BKL), Bellamy's (ASX: BAL) or a2 Milk (ASX:A2M)? Well - like milk - these stocks could have a short shelf life.
BHP Displays Good Crisis Management
Added On - 11/25/2015 5:16:35 PM
BHP Billiton's response to the Samarco tragedy should act as a template for companies dealing with future disasters.
Echo: No Longer A Star?
Added On - 11/18/2015 4:46:36 PM
The company's theoretical win rate on VIP revenue may be too high.
Is Your Fear Of Missing Out Hurting Your Returns?
Added On - 11/11/2015 3:46:13 PM
You can miss out on hundreds of investing opportunities and still do well - but if you back too many duds, you're sure to do poorly.
Aussie Banks? Profitable? Get Real?
Added On - 11/4/2015 2:46:23 PM
Ironically, record profits have coincided with record low net interest margins for the big four banks. What does it mean for you?
Is This Really The End Of Masters?
Added On - 10/28/2015 5:09:22 PM
Race City USA will help decide if Masters retires from the hardware race or simply needed a pit stop.
Are Missed Opportunities A Curse?
Added On - 10/21/2015 4:03:59 PM
Stocks that you miss can be disappointing. Sometimes patience pays but other times you should just move on to the next one.
Flight Centre's Ongoing Evolution
Added On - 10/14/2015 5:08:29 PM
It's no secret that Flight Centre's corporate travel business is growing fast. Less obvious is the potential elsewhere.
AFIC And Argo: Put Your Feet Up
Added On - 10/7/2015 4:36:36 PM
Decision making can take energy, at least with AFIC and Argo you only need to make one - Is now a good time to buy? The rest is all leisure and relaxation.
Bitcoin Group On The Block
Added On - 9/30/2015 4:50:21 PM
Keep an eye on the canary in the Bitcoin mine - the air might be getting thin.
Virtus Health's Genetic Goldmine
Added On - 9/24/2015 2:47:16 PM
Genetic testing is quickly becoming big business for this IVF provider.
Reece Australia: Result 2015
Added On - 9/17/2015 1:33:19 PM
Reece is profiting from a buoyant housing market but future growth will come from an unlikely source.
Telstra's Friendly Fire
Added On - 8/5/2015 1:00:22 PM
Telstra appear to be playing a game of favourites with the launch of Telstra TV.
What Does The FT Sale Mean For News Corp?
Added On - 7/29/2015 2:53:47 PM
What's a newspaper worth? Based on Pearson's sale of the Financial Times to Nikkei, a lot more than you might expect.
QBE Sells US Mortgage Business
Added On - 7/21/2015 5:18:03 PM
QBE is letting go of its US mortgage business - but the one at home is still a concern.
Oh! What A Lovely Supermarket War
Added On - 7/16/2015 5:59:58 PM
With the media talking up 'supermarket wars', you probably think Aldi Australia's profit margins are much lower than Woolworths or Coles. Think again.
Will Shareholders Sue Slater & Gordon?
Added On - 7/9/2015 11:12:25 AM
Alleged accounting irregularities at Slater & Gordon (ASX:SGH) mean the firm could face a class action from aggrieved shareholders.
Is Kathmandu Up For Sale?
Added On - 7/1/2015 12:46:18 PM
Retailer Kathmandu (ASX:KMD) shares rise by twenty percent as New Zealand retailer Briscoe Group (NZX:BGR) announce 'imminent' takeover bid.
The Changing Face Of News Corp
Added On - 6/24/2015 2:46:58 PM
News Corp has announced new management of their Australian division as digital continues to stop the presses of traditional print.
Investing Lessons From BlackBerry
Added On - 6/17/2015 12:31:09 PM
BlackBerry's (TSX:BB) destruction at the hands of Apple (NASDAQ:AAPL) offers many valuable investing lessons.
Is UGL A Takeover Target?
Added On - 6/9/2015 3:22:55 PM
Former stockmarket darling UGL (ASX: UGL) has a new chief executive and a new vision. The company might soon have a new owner too.
Cochlear CEO Chris Roberts To Retire
Added On - 6/2/2015 1:53:24 PM
After 12 years at the helm, Cochlear chief executive Dr Chris Roberts has announced he will leave the company in August.
Coles Keeps The Pressure On Woolworths
Added On - 5/26/2015 5:49:51 PM
A week after the struggling retailer's strategy update, Wesfarmers produced one of its own, explaining how Coles will keep the pressure up.
Free To Air TV: Is It Stuffed?
Added On - 5/19/2015 12:54:34 PM
I used to think the threat to free to air television was exaggerated. Now, I've changed my mind.
Will Taxing Foreigners Make Housing More Affordable?
Added On - 5/12/2015 1:11:45 PM
The Victorian government is joining its Federal counterpart in increasing the taxes and fees imposed on home purchases by foreigners. But will these changes make housing more affordable?
Beware The Building Boom
Added On - 5/5/2015 4:15:03 PM
An unprecedented building boom is underway in Australia but, as Gaurav Sodhi explains, this time it is different.
Is Sirtex's Clinical Trial Result As Bad As It Seems?
Added On - 4/28/2015 2:36:33 PM
Sirtex's treatment for liver cancer had a setback after the release of the SIRFLOX trial results. So why has one of the company's largest shareholders increased its stake?
How The Aussie Banks Dodged A Bullet
Added On - 4/21/2015 12:09:32 PM
When new international banking rules were introduced earlier this year, Westpac and Commonwealth Bank were almost forced to break them. The solution wasn't pretty.
What Does Shell's Merger With BG Say About Oil?
Added On - 4/14/2015 12:51:50 PM
Shell's merger with BG is less about oil than it is about LNG.
Poles & Wires: A Good Time To Sell
Added On - 4/8/2015 1:03:06 PM
Selling NSW poles and wires may not be a bad bet now because the earnings of electricity networks has likely peaked.
Sweet Lessons From Nutella
Added On - 3/31/2015 5:05:04 PM
The creator of Nutella died last month, leaving behind a vast fortune and lessons for his peers.
Do We Fall In Love With Our Investments?
Added On - 3/24/2015 3:41:23 PM
Your best investment could be your undoing. Why do we fall in love with stocks and what can you do to protect your portfolio?
Apple Watch Won't Save The Gold Price
Added On - 3/17/2015 7:17:28 PM
Could the pricey gold version of Apple Watch provide a permanent lift to gold prices?
Why Buffett Sold Exxon
Added On - 3/10/2015 12:47:27 PM
Buffett sold a large position in the world's largest listed oil producer, ExxonMobil, just two years after buying it. This is what spooked him.
Qantas Turnaround Spells Trouble For Aeroholics
Added On - 3/3/2015 4:49:26 PM
Everything was going wrong for Qantas a year ago and now everything seems to be going right - which makes it a particularly dangerous time for those with a craving for airline stocks.
Avoid NAB Capital Notes
Added On - 2/24/2015 2:50:16 PM
ANZ recently sold $850m of Capital Notes 3 at a margin of 3.6% over the bank bill rate, for a current yield of 6%. Now its NAB's turn.


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