archive-au.com » AU » I » INTELLIGENTINVESTOR.COM.AU

Total: 284

Choose link from "Titles, links and description words view":

Or switch to "Titles and links view".
  • Takeover Arbitrage | Doddsville
    share their thoughts and gather feedback about their ASX research at Intelligent Investor Search Connect with us Recent Posts The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap 25 Uncategorized 11 Value investing theory 7

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/takeover-arbitrage/ (2013-02-03)
    Open archived version from archive


  • The USA: basket case or no? | Doddsville
    astonishing number of obese people wherever we went unless it was a university city like Boston where people are health conscious and endlessly jog Pittsburgh like Newcastle and Woolongong has lost much of its workforce and population with the collapse of the steel industry But it has picked up some of the slack with an investment in education The city has many universities We were also astonished by the number of young cripples we saw Were these the result of America s endless wars No we were told just the result of a health system where if you are not insured hospital care is prohibitively expensive So if you have a motorbike crash and are not covered you really have no choice it s either a walking stick or an electric buggy Cheaper than surgery My wife had some urgent dentistry done when we were in Charleston While she was in the surgery I talked to the woman in reception She was retiring this year She was very anxious because currently her employer picked up her health insurance but once retired she wouldn t be able to afford it herself Watching television in our hotel rooms we saw vast numbers of commercials for health insurance The tail is wagging the dog there Most people knew Australians have a basic health scheme and envied us but as soon as I mentioned that it was funded by a small tax on income interest evaporated Yet Canada is running an excellent society but John Doe doesn t want to know The yanks have been sold the American Dream and they don t want to wake up and discover that maybe Canada has done it better Our tenured friend told us to tip 20 at restaurants and we did It s what happens as I m sure you are aware when there is no basic wage and waiters are forced to live off tips above the risible hourly wage In many restaurants waiters themselves were shadowed by interns who do nothing but watch and earn nothing too On the job training to be a pauper Like you we don t like to drive on the wrong side of the road We prefer train travel but the distances being as great as here we had to take a lot of planes What an ordeal We both know why so I won t go into it Amtrak was fine but after leaving D C s glamorous old Union Station built to flatter the vanity of all those bygone senators we arrived at Baltimore barely half an hour north Here was one of the shabbiest most run down stations I ve ever seen in any country outside Sicily Five other Sydney suburban stations with their lifts and shopping centres built over the station left derelict Baltimore for dead The footpaths and roads seem in terrible condition in almost every city we saw I know snow and ice is a lot to blame for the annual damage but this time it seemed really bad Maybe that s where all those people break their legs We stayed with friends in Ballard a suburb on Puget Sound north of Seattle They have recently bought a vast two storey house with gardens and a garage They sold their 2 bedroom apartment in Surry Hills for A1 5 two years ago They said for the same money they could buy 1 5 houses where they are now What did I miss from past visits Well bookshops new and second hand are vanishing fast The Strand in NYC is still there but it s not the same Once full of genuine second hand books it s now something of a dumping ground for paperback remainders Real books have gone on line of course As for clothing when I first went to the States in 1979 I was astonished at the low prices of quality clothing and footwear But we had a protected industry here then and were forced to buy rubbish at exorbitant prices So here I am torn between a basic wage on the one hand to protect low paid workers yet I m in support of low to no tariffs for certain industries What do I know Sincerely RB Reply James Greenhalgh TII Reply July 5th 2012 at 5 56 pm Thanks for your comments Ron We noticed the number of disabled people as well particularly when we ventured into Harlem in New York It s astounding that Americans can argue so vehemently for their health care system isn t it Reply Mars Reply July 5th 2012 at 9 11 pm Yes it will be interesting to see how the tug of war between all that is good and all that is bad about the USA will play out Will the success driven entrepreneurial element keep the place chugging along in the face of increasing social dysfunctionality One day Americans will peer over their borders and realise that rather than being leaders of the West they have become a laughing stock But I m not holding my breath Reply Wayne Jones said Posted July 5 2012 at 3 28 pm Hi James Interesting post I was in the States a couple of months ago in Boston and what struck me is that while prices are generally lower than here and much lower in places doing it tough their wage structure and view of society contribbutes to much of that I am probably over generalising here but Americans have a very Darwinian social view Yes it s the land of hope and glory and everyone can become a millionaire or movie star but if you don t well then there are plenty of cracks to fall through with virtually no saftey net to catch you Something that doesn t appeal to me regardless of how sucessful you may be Then there is also the illegal migrant population that is prepared to work for low wages that in my opinion subsidise the living

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/the-usa-basket-case-or-no/ (2013-02-03)
    Open archived version from archive

  • Property Prices | Doddsville
    The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap 25 Uncategorized 11 Value investing theory 7 Wayne Jones guest contributor 1 About Nathan Bell research director works alongside Gareth Brown James Greenhalgh and Gaurav Sodhi

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/property-prices/ (2013-02-03)
    Open archived version from archive

  • Westfield | Doddsville
    Analysts Nathan Bell research director works alongside Gareth Brown James Greenhalgh Gaurav Sodhi and Jason Prowd This blog is where they share their thoughts and gather feedback about their ASX research at Intelligent Investor Search Connect with us Recent Posts The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/westfield/ (2013-02-03)
    Open archived version from archive

  • Alesco: a poor fit for DuluxGroup | Doddsville
    back pocket DuluxGroup s acquisition of Alesco isn t the silliest takeover I ve ever seen Maybe DuluxGroup managing director Patrick Houlihan has what it takes to run the next building materials conglomerate if you d like to hear from him directly Intelligent Investor members can listen to our November 2010 Boss Talk interview Ultimately though it s not up to company management to diversify Shareholders can diversify very well themselves thank you For a company the best defence against takeover is strong performance and shareholder friendly behaviour I contend management teams are more likely to deliver that when they live and breathe their existing businesses Distractions increase the likelihood of mistakes Unfortunately for DuluxGroup shareholders it s already too late They can hope for a counter bid for Alesco but management has now made its intentions clear More di worse ifications are coming What s your view on the DuluxGroup takeover of Alesco Am I being too harsh VN F 1 9 20 1166 please wait Rating 3 8 5 12 votes cast Alesco a poor fit for DuluxGroup 3 8 out of 5 based on 12 ratings This entry was written by James Greenhalgh TII posted on at 4 03 pm filed under James Greenhalgh Management Stocks and tagged alesco dulux duluxgroup takeovers Bookmark the permalink Follow any comments here with the RSS feed for this post Post a comment or leave a trackback Trackback URL Twitter Wrap 2nd May 2012 Previous Entry The China consensus Next Entry 7 Responses Add Yours Discussion Gareth Brown TII said Posted May 4 2012 at 12 42 am Statistics on historical merger and acquisition activity in Australia Value creating or value destroying would be the name of a very useful university course Unfortunately it s the sort of thing only Doddsvillagers would bother attending Widening agency costs is perhaps the most pressing flaw of modern large capitalism Another sad story detailed here James keep up the fight Reply John said Posted May 4 2012 at 12 04 pm This is insightful James Reply craig said Posted May 4 2012 at 12 44 pm Dear James Pasminco buying Savage Resources was good for Savage Resources Likewise there should be some happy Alesco shareholders So it depends if there are more poor people on the Dulux side or Alesco side whether universal cosmic peacefulness and utility equilibrium will be disrupted So you are being too harsh in particular to the poor downtrodden Alesco shareholder Reply A Reader said Posted May 5 2012 at 8 43 am It couldn t be as bad as AMP buying GIO Reply Nick said Posted May 6 2012 at 9 25 am Great read I fully agree Reply William Arons said Posted May 7 2012 at 9 58 pm I buy product from one of the Alesco s building product companies and I have experienced such a badly managed organisation Hopeless I have stopped paying them on 30 days after invoice and now pay them on invoice before

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/alesco-a-poor-fit-for-duluxgroup/ (2013-02-03)
    Open archived version from archive

  • Dulux | Doddsville
    Our dog would attack Dobermans Great Danes and Alsatians and very amusingly they would literally turn tail and run In one spectacular example a family picnic was ruined when our dog bolted towards an intruding canine taking the chair it was tied to for a trip around the park By James Greenhalgh TII Posted in James Greenhalgh Also tagged ACCC competition Flight Centre metcash Comments 7 Intelligent Investor Analysts Nathan Bell research director works alongside Gareth Brown James Greenhalgh Gaurav Sodhi and Jason Prowd This blog is where they share their thoughts and gather feedback about their ASX research at Intelligent Investor Search Connect with us Recent Posts The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap 25 Uncategorized 11 Value investing theory 7 Wayne Jones guest contributor 1 About Nathan Bell research director works

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/dulux/ (2013-02-03)
    Open archived version from archive

  • Coles | Doddsville
    closer to getting the customer experience right Woolworths and the other specialty stores that have profited from Coles disarray will need to watch their backs Based on what we ve seen and heard so far Ian McLeod Coles managing director is an excellent retailer Whilst I had no proof that these changes would work then the evidence that they are is mounting Coles comparable or same store sales growth for its food and liquor business has now outperformed Woolworths for four quarters in a row Most recently Coles produced same store sales growth of 4 2 in the fourth quarter of financial year 2010 compared to Woolworths 1 8 By James Greenhalgh TII Posted in James Greenhalgh Also tagged metcash supermarket Wesfarmers Woolworths Comments 31 Intelligent Investor Analysts Nathan Bell research director works alongside Gareth Brown James Greenhalgh Gaurav Sodhi and Jason Prowd This blog is where they share their thoughts and gather feedback about their ASX research at Intelligent Investor Search Connect with us Recent Posts The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/coles/ (2013-02-03)
    Open archived version from archive

  • Metcash | Doddsville
    seen and heard so far Ian McLeod Coles managing director is an excellent retailer Whilst I had no proof that these changes would work then the evidence that they are is mounting Coles comparable or same store sales growth for its food and liquor business has now outperformed Woolworths for four quarters in a row Most recently Coles produced same store sales growth of 4 2 in the fourth quarter of financial year 2010 compared to Woolworths 1 8 By James Greenhalgh TII Posted in James Greenhalgh Also tagged coles supermarket Wesfarmers Woolworths Comments 31 Dog days for Australian competition policy July 23 2010 12 14 pm When I was young my parents owned several dogs including a shih tzu Small cute and fluffy the dog certainly was but when confronted by another it was a psychopath Small dog owners will recognise this as a Napoleon complex Our dog would attack Dobermans Great Danes and Alsatians and very amusingly they would literally turn tail and run In one spectacular example a family picnic was ruined when our dog bolted towards an intruding canine taking the chair it was tied to for a trip around the park By James Greenhalgh TII Posted in James Greenhalgh Also tagged ACCC competition dulux Flight Centre Comments 7 Intelligent Investor Analysts Nathan Bell research director works alongside Gareth Brown James Greenhalgh Gaurav Sodhi and Jason Prowd This blog is where they share their thoughts and gather feedback about their ASX research at Intelligent Investor Search Connect with us Recent Posts The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/metcash/ (2013-02-03)
    Open archived version from archive



  •