Companies
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Is it time to take profits in Kogan?
Roger Montgomery
March 9, 2018
In the nine months since June 2017, the share price of Kogan (ASX: KGN), Australia’s online retailer, has soared by almost 460 per cent. But is this Amazon style company now over-priced? For an answer to that, look no further than the recent stock sales by KGN directors. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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What WPP’s results tell us about adspend in the digital age
David Buckland
March 6, 2018
WPP is the world’s largest communications services group. As such, it’s a good indicator of how digital disruption is affecting advertising budgets. So its 2017 results, and market outlook, make interesting reading. continue…
by David Buckland Posted in Companies.
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Disruptive forces finally caught up with Myer
David Buckland
February 16, 2018
After Myer’s (ASX: MYR) announcement last Friday it has been revealed they have had a very tough time in the 6 months to January 2018. Earnings are likely down around 40 per cent to sub $40 million on a 3.6 per cent decline in Revenue. continue…
by David Buckland Posted in Companies, Consumer discretionary.
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Will Amazon turn retailing on its head?
Roger Montgomery
December 11, 2017
Ahead of the arrival of Amazon, investors smashed the share prices of many Aussie retailers. These include hitherto great businesses like JB Hi-Fi, which has plunged around 25 per cent this year, despite delivering record sales and profits. Although after its launch last Tuesday, do we still think dark times are expected? continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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TradeMe looks set for long-term revenue growth
Stuart Jackson
November 28, 2017
Lately, we are hearing many investors lament that it’s getting hard to find value in our market. Well, there are still pockets of value. And TradeMe (ASX:TME), New Zealand’s largest online auction and classifieds website, could be one of them. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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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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Three factors that drive private hospital profits
Lisa Fedorenko
November 10, 2017
As an investor, there’s a lot to love about private hospital businesses, like Ramsay Healthcare (ASX:RHC) and Healthscope (ASX:HSO). For a start, they’re hard to disrupt. They also benefit from Australia’s ageing population, with its rising demand for health services. But the factors that influence profitability are a bit more complex. continue…
by Lisa Fedorenko Posted in Companies, Health Care.
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Westpac’s Global and Domestic Forecast
Roger Montgomery
November 8, 2017
Here’s the outlook according to Westpac. The following screenshots of two slides from Westpac’s results presentation summarises the banks official view about global and domestic growth. While the quantums are absent, investors may benefit from their insights, remembering of course that there is absolutely no short term correlation between economic performance and stock market performance. continue…
by Roger Montgomery Posted in Companies.
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Why REA Group continues to be a core Montgomery holding
Scott Shuttleworth
November 7, 2017
REA Group’s (ASX: REA) share price has soared around 50 per cent over the last 12 months, with the market confirming our strong conviction that this is a really high-quality business. And, pleasingly, there are several drivers that could propel the firm’s earnings for many years to come.
continue…by Scott Shuttleworth Posted in Companies, Property.
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Investments like Resmed help us sleep better at night
Andreas Lundberg
October 31, 2017
Resmed (ASX: RMD) – the Aussie sleep apnea treatment business – is a company we really like. It’s the largest position in the Montgomery [Private] Fund and second largest in The Montgomery Fund. And its 1Q results were again impressive, propelling the stock price to all-time highs.
continue…by Andreas Lundberg Posted in Companies.
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Is Telstra (finally) cheap?
Tim Kelley
October 30, 2017
Only 12 months back, Telstra (ASX: TLS) shares were trading at around $5.00. The fall since then has been precipitous. Which has got a lot of investors asking: does it finally represent good value? continue…
by Tim Kelley Posted in Companies, Editor's Pick, Technology & Telecommunications.
