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Chasing Viewers…..
Given its relatively undemanding valuation at the current share price, we decided to have a quick look at Nine Entertainment Co. Holdings Limited (ASX: NEC). When we looked, no matter which way we cut it, the shares look cheap. Continue reading
What’s happening in the market?
The market has had a spring in its step this year. In less than 2 months the S&P/ASX200 Accumulation Index has added around 10 per cent. If it continued at this rate we would finish the year more than 60 per cent up – an extraordinary result by any standards. Continue reading
diamond in the rough
We believe we have come across a ‘diamond in the rough’ of sorts and the stock in question is Altium Limited (ASX: ALU), a software design company currently located in San Diego, California. The company creates software that is used for the development of plastic circuit boards. Continue reading
After a rocky road it’s Back to business at McMillan
McMillan Shakespeare Limited (ASX: MMS) has had a rough ride since mid 2013, but yesterday showed it was back to business as usual for the company. There are a few a few reasons why this is: Continue reading
Implant This
As you know, one of the positive arguments for Montgomery funds investing in Medibank Private, is the ability of the company to harness rapidly-advancing technologies to improve patient outcomes and lower private health insurance claims.
In the US the question being asked is; Why give your doctors permission to incorporate data from fitness trackers and health apps into electronic patient records? Continue reading