Whilst some companies are hitting hard times, The Reject Shop Limited (ASX: TRS) has had a comparatively good earnings season. Continue…

by Scott Shuttleworth Posted in Insightful Insights.

• 4 Comments
• save this article
• 4
• POSTED IN Insightful Insights.

Yesterday REA Group Limited (ASX: REA) released their full year results. Whilst it slightly missed expectations we were nonetheless pleased by the result. Continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights, Property.

• 2 Comments
• save this article
• 2
• POSTED IN Companies, Insightful Insights, Property.

Azure Healthcare Limited (ASX: AZV) is a provider of healthcare communication and workflow management solutions. In a nutshell it manufactures and designs call systems for hospitals and other facilities and has enjoyed a good lick of success over the past few years. But is this changing? Continue…

by Scott Shuttleworth Posted in Health Care, Insightful Insights.

• 6 Comments
• save this article
• 6
• POSTED IN Health Care, Insightful Insights.

Today CSL Limited (ASX: CSL) hit $100 for the second time in its history, the last time being that of September 2007 whereafter its stock split 3 for 1. Continue…

by Scott Shuttleworth Posted in Health Care, Insightful Insights.

• 1 Comments
• save this article
• 1
• POSTED IN Health Care, Insightful Insights.

There’s no doubt that REA Group Limited (ASX: REA) has been an excellent performer in terms of share price over the past decade, it’s up over 2,600 per cent. We now ask, with questions arising about a potential housing bubble and maybe even a looming burst just around the corner, will REA be able to maintain this?

The answer may surprise you. Continue…

by Scott Shuttleworth Posted in Insightful Insights, Property.

• 3 Comments
• save this article
• 3
• POSTED IN Insightful Insights, Property.

Next in our small cap series – 3P Learning Limited (ASX: 3PL). 3P Learning had its IPO in the second half of 2014 at $2.50 per share but notably hasn’t displayed a great deal of performance since. Continue…

by Scott Shuttleworth Posted in Insightful Insights.

• 2 Comments
• save this article
• 2
• POSTED IN Insightful Insights.

Last week we discussed Integrated Research Limited (ASX: IRI), a small cap stock with a pleasing track record of performance. Several readers mentioned they would like to hear our comments on Senetas Corporation Limited (ASX: SEN). Continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights, Technology & Telecommunications.

• 1 Comments
• save this article
• 1
• POSTED IN Companies, Insightful Insights, Technology & Telecommunications.

Size has its advantages in funds management, especially from a scale point of view. However with the collective Montgomery Funds exceeding $700 million in funds under management, there are many stocks which elude our research efforts due to our inability to buy enough should our investment criteria be met. Continue…

by Scott Shuttleworth Posted in Insightful Insights, Value.able.

• 35 Comments
• save this article
• 35
• POSTED IN Insightful Insights, Value.able.

It almost didn’t happen, but last month Amcom Telecommunications Limited (ASX: AMM) received approval from its shareholders to merge with Vocus Communications Limited (ASX: VOC), creating a $1.2 billion telecommunications giant. Continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

• save this article
• POSTED IN Insightful Insights, Technology & Telecommunications.

On Monday, the ACCC proposed its intention to reduce the rates that Telstra Corporation (ASX: TLS) can charge for access to its national copper network. Continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

• 3 Comments
• save this article
• 3
• POSTED IN Insightful Insights, Technology & Telecommunications.