Companies

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.

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by Roger Montgomery Posted in Companies.

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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.

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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.

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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.

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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.

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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.

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In the past we have regularly commented on the fact that Credit Corp Limited (ASX: CCP) management has generally been conservative when providing initial guidance on the year ahead. continue…

by Russell Muldoon Posted in Companies.

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IRESS is a company that we love at Montgomery Investment Management and it’s been frustrating to watch the company’s share price trade at a material premium to our estimate of its intrinsic value. But has its latest acquisition presented an entry opportunity? continue…

by Ben MacNevin Posted in Companies, Insightful Insights.

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Virgin Australia (ASX: VAH) has said that it expects to post a pre-tax loss for the year to 30 June 2013, excluding one-off costs, of between $30m and $50m. continue…

by David Buckland Posted in Companies.

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