Companies

In this column published in The Australian, Roger comments on the state of flux in the automotive industry. Despite total new vehicle sales exceeding population growth even amid a weakening Australian dollar, there is very little that is stable about the car industry.  Read here.

by Roger Montgomery Posted in Companies, In the Press.

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You may be wondering why Pokemon is suddenly everywhere. Wasn’t that a fad 20 years ago? The popularity of the Pokemon Go app has not only turbo-charged Nintendo’s share price. It has also shown us, yet again, the significance of the ‘network effect’ – where a good or service becomes more valuable when more people use it. continue…

by Ben MacNevin Posted in Companies, Editor's Pick, Technology & Telecommunications.

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In a previous post, I outlined our thinking in respect of positioning the portfolio ahead of Brexit, particularly in regards to Henderson Group (ASX: HGG), which is the most direct exposure we have to the UK. continue…

by Tim Kelley Posted in Companies, Global markets.

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The Good Guys are about to start a roadshow to canvas interest in an IPO, and management is talking up a boost in future store numbers. Prospective investors should consider whether a big store rollout is feasible in such a competitive market, and whether future stores will be as profitable as current ones. continue…

by Ben MacNevin Posted in Companies.

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Altium (ASX:ALU) designs software that is used to design circuit boards in a virtual environment. These boards are later manufactured, becoming the backbone of every electronic device.  And devices of course are proliferating.

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by Roger Montgomery Posted in Companies, Stocks We Like, Technology & Telecommunications.

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CSL Limited (ASX: CSL) is a global developer and manufacturer of plasma-derived therapies for various diseases and disorders. We’ve blogged on CSL previously (see here) and for the most part, the story hasn’t changed. continue…

by Scott Shuttleworth Posted in Companies, Health Care.

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Following a recent trading update, Flight Centre (ASX:FLT) shares are trading at around their lowest levels for some years.   In its announcement to the market FLT attributed the weak trading to a wide assortment of issues including: the Federal election; Brexit; airfare price wars; investment in key improvement strategies and the Zika virus. continue…

by Tim Kelley Posted in Companies, Consumer discretionary.

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It was almost a year ago that we picked the Hong Kong-listed global luxury retailer Prada as the world’s leading short candidate. So after a significant decline in share price is there still an opportunity to short Prada?

Click on the image to read the full Herald Sun article.

You can read all of the team’s press articles through browsing our media library, view more articles here.

by Roger Montgomery Posted in Companies, Consumer discretionary.

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Markets will typically pay a premium for a company depending on growth expectations, and then management is burdened with meeting these expectations, however rosy they may be. It’s rare then to find a company, which has attractive growth prospects, which are not being valued by the market. IMF Bentham (IMF) is one such company, which has laid the foundation for long-term growth, but the market seems focused on its short-term underperformance.

by Ben MacNevin Posted in Companies, Insightful Insights, Stocks We Like.

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by Roger Montgomery Posted in Companies, Insightful Insights.

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