Monthly Archives: April 2014

The third and final instalment of our Quick Bytes series is in. And this time, we’re summarising the notes we made at the UBS Emerging Companies conference on accounting software provider Xero.

by Roger Montgomery Posted in Companies, Technology & Telecommunications.

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Following on from yesterday’s Quick Byte on the outcomes of the UBS Emerging Companies conference, today we’re taking a look at our analysts’ notes on Cover-More. Continue…

by Roger Montgomery Posted in Insightful Insights, Insurance.

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Over the coming days, we’ll be providing our insights on the UBS Emerging Companies conference. Check back tomorrow for the next “Quick Byte”. The UBS conference is a good example of the value-add that full-service brokers provide clients. Amid a steady migration by baby boomers to low-cost, cheap and purely online broking relationships, the UBS conference – and those run by Macquarie and others – serve as a reminder that there is a very real benefit from a relationship with a full-service broker. Continue…

by Roger Montgomery Posted in Companies, Insightful Insights.

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Unless you attended management or business school, there may not seem to be much of a distinction between a plan and a strategic review. The two terms, however, mean completely different things, and each has significant implications for a company’s long-term value prospects when employed. Continue…

by Ben MacNevin Posted in Insightful Insights.

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by Roger Montgomery's Team Posted in Old Content.

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The Nasdaq fell more than 3 per cent overnight. What’s behind it? Continue…

by Roger Montgomery Posted in Global markets.

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Stanley Druckenmiller, one of the titans of the hedge fund industry and the man who famously made $1 billion shorting the British pound with George Soros in 1992, was recently asked about the most important lessons that he learned from Soros during his time as the lead portfolio manager for the Quantum fund. Continue…

by Russell Muldoon Posted in Insightful Insights, Investing Education.

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When one is invested in a high quality company and the share price is below the estimate of intrinsic value, the best thing to do is exercise patience. Of course, this can be easier said than done when Mr Market acts irrationally. Continue…

by Ben MacNevin Posted in Insightful Insights.

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We often see the market jumping at shadows. Take the recent weakness in the share price of McMillan Shakespeare (ASX: MMS).  Given the absolute and ‘in writing’ promise by both Abbott and Hockey that changes to fringe benefits tax for salary packaging were off the table, we have been miffed by the swirling rumours that there would be changes in the budget detrimental to MMS. Continue…

by Roger Montgomery Posted in Insightful Insights, Market commentary.

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