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.

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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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This is the third in a series of articles we have posted on McMillan Shakespeare (ASX: MMS). The first two articles addressed the valuation framework we used to assess MMS in the context of regulatory uncertainty (read part one here); and some comments on how we think about the risks attaching to an investment that may have binary outcomes (either very good or very bad) (read part two here). continue…

by Tim Kelley Posted in Companies, Insightful Insights.

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We posted last week an article that set out some of our thoughts on McMillan Shakespeare (ASX: MMS), and the logic that led us to add to our position following the precipitous price drop last week. continue…

by Tim Kelley Posted in Companies, Insightful Insights.

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Further to our previous posts on possible advances being made by Cochlear’s competitors, we were pleased recently to gain some insight from a call hosted by Deutsche Bank with a large implant clinic in the US. continue…

by Tim Kelley Posted in Companies.

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Readers will be well aware of the controversy surrounding the Federal Labor government’s proposed changes to FBT legislation and the potential impact of these changes to businesses linked to car leasing and salary packaging. As owners of one of the businesses most directly in the firing line for these changes – McMillan Shakespeare – we have been following the debate with particular interest. continue…

by Tim Kelley Posted in Companies, Insightful Insights.

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Caterpillar’s 125,000 staff awoke this morning to hear that Jim Chanos, president and founder of Kynikos Associates, was on a short selling crusade. continue…

by David Buckland Posted in Companies, Insightful Insights.

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