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Mcmillan Shakespeare (MMS AU)
Watchlist
45
Analysis
Industrials
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Australia
McMillan Shakespeare Limited provides salary packaging services. The Company also offers services like procurement of motor vehicles, insurance, finance and fuel and service maintenance programs.
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bullish
•
Thematic (Sector/Industry)
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05 Jan 2016 23:19
Infrastructure Assets to Benefit from the New Normal of Low and Slow
A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...
Sam Ferraro
528 Views
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bullish
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iShares MSCI Australia
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15 Dec 2015 09:05
Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
Sam Ferraro
527 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2015 14:26
Australian New Motor Vehicle Registrations Pull Back in October, but the Trend Remains Robust
Data released by the Australian Bureau of Statistics today showed that new motor vehicle registrations fell sharply in the month of October by...
Sam Ferraro
282 Views
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bullish
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Thematic (Sector/Industry)
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15 Nov 2015 22:41
Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
Sam Ferraro
329 Views
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bearish
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Thematic (Sector/Industry)
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25 Sep 2015 20:46
A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
Sam Ferraro
335 Views
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