articles by Ben MacNevin
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IMF’s USA result
Ben MacNevin
September 15, 2014
Bentham IMF (ASX: IMF) has announced a material case settlement in the USA. It’s a result we feel validates their US expansion. Continue…
by Ben MacNevin Posted in Insightful Insights.
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Back down to earth
Ben MacNevin
September 15, 2014
In this article, published in the October issue of Money magazine, Ben MacNevin reminds us that clever accounting can’t hide the underlying woes of a business. Read here.
by Ben MacNevin Posted in In the Press.
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A look at CCL’s pricing power
Ben MacNevin
September 10, 2014
At Montgomery Investment Management, we are enamoured with companies that can exert pricing power. Yet with great power, comes great responsibility. Continue…
by Ben MacNevin Posted in Insightful Insights.
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The Economic Scene, according to the RBA
Ben MacNevin
September 5, 2014
Following the September Board meeting, the Governor of the Reserve Bank of Australia (RBA) has provided a very thoughtful perspective of the Australian economy and the RBA’s view on asset prices. It’s well worth a read. Continue…
by Ben MacNevin Posted in Economics, Insightful Insights, Value.able.
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Capital Management (26/08/2014)
Ben MacNevin
August 26, 2014
by Ben MacNevin Posted in Video Insights.
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Making Sense of ResMed’s New Platform
Ben MacNevin
August 22, 2014
ResMed Inc (ASX: RMD) has launched its new flow generator platform, the AirSense 10, and first impressions are positive. Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Looking at: the unemployment rate
Ben MacNevin
August 20, 2014
In July, Australia’s unemployment rate on a seasonally adjusted basis increased to 6.4 per cent, which is above the US unemployment rate. This trend has important implications for the economy and the share market. Continue…
by Ben MacNevin Posted in Economics, Insightful Insights.
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Old media spent?
Ben MacNevin
August 15, 2014
You never really know what you might uncover about a business by reading the annual report of another… Continue…
by Ben MacNevin Posted in Media Companies.
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Law & Order: IMF
Ben MacNevin
August 13, 2014
The Law Council of Australia may allow lawyers to share in the claims awarded to their clients, otherwise referred to as contingency fees. Reimbursing lawyers with contingency fees, rather than nominal fees, will have important implications for litigation funders such as Bentham IMF (ASX: IMF). Continue…
by Ben MacNevin Posted in Insightful Insights.
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Sounding out the risks
Ben MacNevin
August 7, 2014
Cochlear Ltd (ASX: COH) released its 2014 full-year financial results on Tuesday. The market reacted favourably to the result, largely due to the considerable increase in revenues from the first half of 2014 to the second half of 2014. However, we remain cautious about the company’s prospects for two reasons. Continue…
by Ben MacNevin Posted in Companies, Insightful Insights, Value.able.
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