Companies
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The Reject Shop: Bright future or burn-out?
Russell Muldoon
January 29, 2014
Despite the media talking up a very positive sales period over Christmas for our retailers, a mixed bag of trading results reported by the likes of JB Hi-Fi Limited (JBH), Super Retail Group Limited (SUL) and The Reject Shop Limited (TRS), have left many investors scratching their heads. continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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Are we there yet?
Tim Kelley
January 24, 2014
Half-year reporting season is just around the corner, and at Montgomery, we have the tendency to get a little bit excited about it.by Tim Kelley Posted in Companies, Insightful Insights, Investing Education.
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WHITEPAPERS
Reckon and DuluxGroup: double edition white paper report
Roger Montgomery
January 16, 2014
While the growth of the technological industry is greatly impacting the share price of accounting software company Reckon, DuluxGroup is facing challenging times ahead owing to the uncertainty surrounding the housing construction market. In the first subscriber-only double edition white paper for 2014, find out whether either company is Montgomery investment grade. continue…
by Roger Montgomery Posted in Companies, Whitepapers.
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Rough Seas Ahead
Ben MacNevin
January 10, 2014
Mermaid Marine (ASX: MRM) is one of Australia’s largest marine services providers. The company has performed very well in the last five years on a wave of capital expenditure into the domestic oil and gas sectors. But is this growth likely to continue?
by Ben MacNevin Posted in Companies, Insightful Insights.
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Sirtex Medical Limited
Russell Muldoon
January 9, 2014
After Sirtex Medical Limited’s (ASX:SRX) share price rallied to $13.24 yesterday, the company’s market capitalization reached $640m. Not yet a big business, nor one that is widely held or covered by the investment community, we believe it has very bright prospects. continue…
by Russell Muldoon Posted in Companies.
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Where’s Gordon?
Roger Montgomery
December 24, 2013
As small holders of Cash Converters (ASX: CCV), we watched with interest yesterday’s 11 per cent share price rise on volume that was 50 per cent greater than the daily average, as there appeared to be no developments to warrant this movement.
Or so we thought… continue…
by Roger Montgomery Posted in Companies, Insightful Insights.
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TPG expanding its reach
Russell Muldoon
December 20, 2013
TPG Telecom (TPM) is set to become a major player in the Australian Telecommunications sector after announcing the acquisition of Telecom New Zealand Australia Pty Ltd and its subsidiaries, which include AAPT and PowerTel.
The acquisition, to be consummated on 28 February 2014, is highly complementary given it will add 11,000km of optical fibre, 254 Mid Band Ethernet exchanges, 1,500 directly connected premises and 15 data centres, servicing 300 wholesale customers and ~5,000 business customers, to TPG’s current infrastructure base. continue…by Russell Muldoon Posted in Companies.
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A good deal?
Ben MacNevin
December 18, 2013
Insurance Australia Group (ASX: IAG) has offered Wesfarmers (ASX: WES) $1.845 billion to acquire its insurance division. Wesfarmers expects to record a pre-tax profit of $700 million on the transaction, but is the purchase just as lucrative for IAG? continue…
by Ben MacNevin Posted in Companies, Insurance.
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Is the party over for Telstra?
Roger Montgomery
December 16, 2013
Telstra (ASX:TLS) has done well for its shareholders over the past several years. From a low of $2.60 in March 2011, TLS shares have risen to above $5.00, providing capital growth of around 90% as well as healthy, fully franked dividends along the way. This is well above the returns delivered by the broader market during that period. continue…
by Roger Montgomery Posted in Companies.
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The end of the road?
Roger Montgomery
December 13, 2013
It’s bad news for “Australian Made” as Holden announced that it will turn the engine off on its car manufacturing in Australia, with the last Aussie-made car to roll off its production line in 2017. continue…
by Roger Montgomery Posted in Companies.
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