Should value investors focus on Japan’s earthquake?
Will the horrific events unfolding in Japan have a lasting impact on the portfolios of Australian investors? We spent many hours today at The Intelligent Investor discussing the potential first, second...
View ArticleGood management or just good luck?
The Intelligent Investor frequently gets queries on management changes. The latest change, for example, is the departure of Vince McLenaghan from QBE Insurance. Reportedly a candidate to take over from...
View ArticleQBE or CBA, who’d lose more from a property crash?
Besides the Melbourne Cup and the footy finals, there are few things that set pulses racing in Australia quite like arguments over house prices. Rather than add to the abundance of analysis and opinion...
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