Companies
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The grocery duopoly has its challenges, but is it in the share price?
Scott Shuttleworth
June 22, 2017
On 7 June, Wesfarmers held its strategy day. Two weeks on, we are hearing echoes from what was formally a very rational duopoly.
continue…by Scott Shuttleworth Posted in Companies.
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Ten Times Trouble
Roger Montgomery
June 14, 2017
According to today’s Australian Financial Review, the board of Network Ten (ASX: TEN) is considering putting the station into administration after the company announced a material loss in April for the first half of the financial year and after the board failed to garner further financial support from its billionaire shareholders. continue…
by Roger Montgomery Posted in Companies.
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Two companies benefiting from strong demographic trends
Andreas Lundberg
June 9, 2017
We like to invest in businesses with products and services where the underlying demand is strong and predictable. And when it comes to predictability, there are few things as certain as demographic trends. Today, I’d like to highlight two companies – Resmed (RMD) and Fisher & Paykel Healthcare (FPH) – that are taking advantage of strong demographic trends. continue…
by Andreas Lundberg Posted in Companies.
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Wrapping up Vita Group
David Buckland
June 8, 2017
Today’s blog will most likely be our final with respect to Vita Group Limited (ASX: VTG). In a portfolio of 20-30 companies, we will make mistakes – and VTG is, in absolute terms, one of our larger ones. Importantly, despite this loss and others The Montgomery Fund has outperformed over the long term. We also maintain a continued focus on where and why we erred. continue…
by David Buckland Posted in Companies, Editor's Pick, Technology & Telecommunications.
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Challenging Value
Roger Montgomery
May 29, 2017
In an equity market generally bereft of broad value and with non-income producing assets such as two-digit licence plates and Basquiat paintings hitting all-time records, it is well to discuss those businesses hitting the ball out of the park in terms of their business performance. continue…
by Roger Montgomery Posted in Companies.
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After its price dip, is Telstra now good value?
Tim Kelley
May 24, 2017
Telstra (TLS) is not high on the list of businesses we would most like to own. Having said that, it is not a terrible business, and at the right price it makes sense to own it, particularly given its steady dividend stream. So, with TLS’s share price down around 20 percent over the past year, we decided to assess its value. continue…
by Tim Kelley Posted in Companies, Editor's Pick.
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Why we like speedcast
Lisa Fedorenko
May 23, 2017
SpeedCast International (ASX: SDA) is a company that doesn’t grab many headlines, but we think it’s worth watching. The company is a leading global network and satellite communications service provider, and is strongly positioned to benefit from growing data demand. Reflecting its potential, the share price has doubled over the last two years. continue…
by Lisa Fedorenko Posted in Companies.
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Where for art thou Retailer?
Roger Montgomery
May 18, 2017
Are the structural challenges being faced by retailers continuing? Or are they now increasing? The challenges are now only increasing with the structural pressures from the immigration of large and well-resourced foreign discounters such as Zara, Uniqlo, Aldi, H&M and Amazon, meeting the twin cyclical pressures from an end to the construction boom and rising interest rates.
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Why we continue to hold Vita Group
Scott Shuttleworth
May 15, 2017
Vita Group Limited (ASX: VTG) released an announcement that spooked the market, but was the news really that bad or did the market over-react? In this post we cover the main points of the announcement. continue…
by Scott Shuttleworth Posted in Companies, Editor's Pick, Technology & Telecommunications.
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Murray Goulburn shows what can happen if management is not shareholder oriented
Stuart Jackson
May 4, 2017
When we assess whether or not to invest in a company, we ask: is it an extraordinary business, is management shareholder oriented, and is it trading at an attractive price. The recent announcement by Murray Goulburn (ASX:MGC) shows the downside when management is not shareholder oriented. continue…
by Stuart Jackson Posted in Companies.
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