Companies
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Is it safe to buy Telstra shares again?
Roger Montgomery
June 18, 2018
Telstra’s (ASX:TLS) plunging share price is becoming more interesting. While many investors still dismiss the business, it’s worth considering if all the bad news is already baked in. Is there a chance that Telstra’s cost-cutting and scale could deliver higher margins for shareholders? continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Technology & Telecommunications.
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ABC NIGHTLIFE
Roger Montgomery
June 14, 2018
In this radio program with Philip Clark, Roger discusses Telstra. Back in 2015 the share price hit around $6.60 due to an enormous surge in the chase for yield. With the share price now around $2.70, do we see value in Telstra? Listen here. continue…
by Roger Montgomery Posted in Companies.
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How to profit from the relentless rise of online gaming
Roger Montgomery
June 7, 2018
If you’re an investor looking for growth, you might want to check out companies involved in gaming. You see, gaming is big, and getting bigger. And it’s helping to propel some of the largest businesses on the planet. continue…
by Roger Montgomery Posted in Companies.
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How the Pub Chain Wetherspoon’s won Britain’s hearts and wallets
Roger Montgomery
June 6, 2018
In Australia, pubs operate much as they all once did in the UK; relying on breweries to deliver beer to be poured out of taps locked up under contract with said breweries. continue…
by Roger Montgomery Posted in Companies.
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Wesfarmers’ UK debacle shows the risks of acquisition-based growth
Stuart Jackson
May 28, 2018
In 2016, Wesfarmers (ASX:WES) raised the eyebrows of many investors when it expanded into the UK and Ireland hardware business. Two years later and $1.7 billion down on its investment, WES has decided to pull out. It shows yet again why growth through acquisition can be a risky strategy. continue…
by Stuart Jackson Posted in Companies.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Why the ‘new age’ businesses are still too expensive
Roger Montgomery
May 22, 2018
I’ve been fascinated by the soaring trajectory of some of our smaller ‘new age’ companies – like A2M, PushPay, Afterpay and Kogan – whose share prices have rallied over 600 per cent since 2017. We’ve never owned these companies as they haven’t met our tough intrinsic valuation hurdles. continue…
by Roger Montgomery Posted in Companies.
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Assessing the Healthscope Takeover Proposals
Tim Kelley
May 21, 2018
On 26 April, Healthscope Limited (ASX:HSO) received a non-binding indication of interest from a BGH-led consortium in relation to a proposal to acquire HSO for a price of $2.36 per share, which was a 16 per cent premium to the price prevailing before the approach. continue…
by Tim Kelley Posted in Companies, Health Care.
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Codan – two announcements released today
Andreas Lundberg
May 18, 2018
Back in March, we wrote about Codan (ASX:CDA), and how I am personally enthused about their technology. Today, the company has made two announcements that the market has reacted positively to. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Will Aussies remain underinvested in the global technology growth story?
David Buckland
May 17, 2018
One of the sectors Australian investors have trouble accessing – given the domicile of the companies – are high quality global technology businesses, and they account for a little over 30 per cent of the Montgomery Global portfolios. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Let’s take a look at the banks’ results
Stuart Jackson
May 15, 2018
In the midst of the Royal Commission into Misconduct in Financial Services, the major banks have released their latest half yearly results. The market headed into the reporting period with a high degree of apprehension given the public backlash emanating from the revelations coming from testimony at the Royal Commission to date. continue…
by Stuart Jackson Posted in Companies, Financial Services.
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