Companies

Since returning to the share-market four years ago in a listing we described as too hot to handle HERE, the economics of Myer’s operations have  deteriorated. We forecast this back in 2009 in our blog piece entitled Would You, Should You Buy Myer? Stakeholders involved in the recent annual July 2013 review will be questioning whether CEO Bernie Brookes can turn this department store business around.

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by David Buckland Posted in Companies.

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In this month’s subscriber-only white paper, Roger analyses two companies: ARB Corporation and Speciality Fashion Group. What are the prospects for these two businesses?

by Roger Montgomery Posted in Companies, Whitepapers.

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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.

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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.

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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.

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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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