Companies

It was a rather gloomy week of economic data releases – total job advertisements in Australia and New Zealand were down by 2 per cent for the month of August, while unemployment rose from 5.7 per cent to 5.8 per cent over the same period. And yet the share price of Seek, Australia’s leading employment classifieds website owner, has risen by 1.7 per cent over the week. That raises the question; why are the rising unemployment headlines not having the same adverse impact on the company’s performance as they once did? continue…

by Ben MacNevin Posted in Companies, Economics, Insightful Insights, Value.able.

• 6 Comments
• save this article
• POSTED IN Companies, Economics, Insightful Insights, Value.able

A few months ago, with their shares trading for $3.80, we asked the question: “Is $5 unreasonable for Ainsworth?” After the subsequent, high quality profit announcement for 2013, and very bright prospects indicated by management for 2014, we believe $5.00 in the next 12-24 months, might not be unreasonable at all. continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

• 10 Comments
• save this article
• POSTED IN Companies, Insightful Insights

With record low interest rates helping to focus investor attention on the property market, and James Packer directing some surplus cash into US online real estate investments, one little-known company that has received some renewed attention recently is Onthehouse Holdings Limited (OTH). continue…

by Tim Kelley Posted in Companies, Insightful Insights.

• save this article
• POSTED IN Companies, Insightful Insights

Goodman Fielder produces many of the fast moving consumer goods you would recognise, with brands such as Helga’s bread, Paradise Biscuits, White Wings and Meadow Lea in its repertoire. But despite this enviable suite of brands, the company incurred considerable losses in both 2011 and 2012 and was burdened with debt during the GFC. continue…

by Ben MacNevin Posted in Companies, Insightful Insights.

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

by Roger Montgomery Posted in Companies.

• 13 Comments
• save this article
• POSTED IN Companies

Back in June, June 13 to be precise, our very own Russell Muldoon wrote about the IPO of iSelect. It was being touted as the “hottest float of the year” by some but we weren’t interested. continue…

by Roger Montgomery Posted in Companies, Insightful Insights.

• 3 Comments
• save this article
• POSTED IN Companies, Insightful Insights

The peak week for reporting season has a been a good one for plenty of companies owned by Montgomery funds. continue…

by Roger Montgomery Posted in Companies, Insightful Insights, Investing Education.

• 7 Comments
• save this article
• POSTED IN Companies, Insightful Insights, Investing Education

With reporting season in full swing and the sheer volume of information to stay on top, if a business’s outlook statement fails to deliver on certain investors’ expectations, in some cases this can quickly lead to “shoot first and ask questions later” situations, which can at times create large price inefficiencies. continue…

by Russell Muldoon Posted in Companies.

• 4 Comments
• save this article
• POSTED IN Companies

Interesting to see the commentary around Coca-Cola Amatil Limited’s (ASX:CCL) 1H profit result yesterday. CCL has an impressive track record of profit growth, but expectations for the full year are for a slight decline on FY12. continue…

by Tim Kelley Posted in Companies.

• 5 Comments
• save this article
• POSTED IN Companies

We love an award, especially when someone we, at Montgomery, know and like wins one.

Whether it is a high rating from one of the most respected rating houses or a top three place in the fund manager performance stakes, we love to crow about the wins. But what we all need to crow about a bit more is when Australian business has a win. continue…

by Roger Montgomery's Team Posted in Companies.

• save this article
• POSTED IN Companies