Companies

Infomedia (ASX:IFM) is small and not very liquid. Stockbrokers dislike illiquidity, so it doesn’t receive a lot of analyst coverage, and many people may not have heard of it. continue…

by Tim Kelley Posted in Companies, Technology & Telecommunications.

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After a little digging, we were impressed by the results of both Challenger Limited (CGF) and G8 Education Limited (GEM). Below follow a few points on each business (both of which are in the top ten holdings of either or both The Montgomery Fund and The Montgomery [Private] Fund). continue…

by Roger Montgomery Posted in Companies, Financial Services.

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Shareholders of Rio Tinto (ASX:RIO) and BHP Billiton (ASX:BHP), the world’s largest mining companies, have been pleased with their recently released profit announcements. Yet, upon closer inspection, shareholders of some mining services companies may not be pleased. continue…

by Ben MacNevin Posted in Companies, Energy / Resources.

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Continuing on from our recent blog post on Australia’s best listed-list providers, specifically Carsales.com.au (CRZ), Domino’s Pizza Limited (DMP) and REA Group Ltd (REA) – or realestate.com.au – in what is arguably the standout result in this reporting season, Seek.com.au (SEK) has produced an outstanding update with impressive growth numbers reported across the board.

Naturally, given SEK holds the second largest position in both The Montgomery Fund and The Montgomery [Private] Fund, this is something we are very pleased to see. Below you will find some of our preliminary notes after skimming through their half-year report. continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

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First it was their 19 per cent growth in dose sales for the December 2013 quarter – their 38th consecutive quarterly increase – now their interim report has seen Sirtex record a 44 per cent increase in net profit for the six months to December 2013. The response? The Sirtex Medical share price has jumped 33 per cent, from $11.40 to $15.20 in the past six weeks. continue…

by David Buckland Posted in Companies, Health Care.

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Some of the biggest and best online businesses are lists. Everything from lists of cars, boats and houses, to lists of flights and hotel rooms, right on down to lists of pizza.

And just for you, we’ve even created one below. A shortlist of some of the market’s recent winners based on positive announcements so far this year. continue…

by Russell Muldoon Posted in Companies, Consumer discretionary.

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One listed company that we find interesting is Bentham IMF Limited (ASX:IMF). IMF is a litigation funder that provides the money to mount class actions in return for a share of the proceeds where cases are won or (more usually) settled. Over the years, IMF has developed a reputation for being able to identify and back cases that have a very good chance of success, and for doing so profitably. continue…

by Tim Kelley Posted in Companies, Financial Services.

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Regional Express Holdings Limited (ASX:REX), Australia’s largest independent regional airline, released a profit warning on Friday evening in which the Chief Operating Officer used very strong language to warn of the sector’s imminent collapse. continue…

by Ben MacNevin Posted in Airlines, Companies.

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We’ve recently experienced a rash of downgrades to market expectations: including Super Retail Group (SUL) and The Reject Shop Limited (TRS), along with poor showings from US electronics retailers and the material decline to the share price of JB Hi-Fi Limited (JBH). continue…

by Russell Muldoon Posted in Companies, Consumer discretionary.

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In this article for the Switzer Super Report, Roger looks at the most recent results reported by Australian online property listing site, realestate.com.au. Read here.

by Roger Montgomery Posted in Companies, On the Internet, Property.

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