Companies

Medibank Private (MPL) is not a company whose activities need to be described here. Most readers are privately insured and the largest provider is MPL, so you know who the company is and what it does. The investment thesis that saw Montgomery purchase shares in the float, and its investors subsequently profit from, was relatively simple (although the analysis and valuation work was not). continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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With reporting season underway, this is the time we get to revisit the assumptions behind many of our current portfolio holdings. Through large amounts of data crunching, we are also able to compare and contrast management teams and businesses we hold against others that we do not and potentially identify opportunities. continue…

by Russell Muldoon Posted in Companies, Stocks We Like.

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Australia has a love affair with property the likes of which the rest of the world may not fully appreciate. The 18^th top-ranked site in Australia is realestate.com.au, pipped only by sites operated by global powerhouses such as Google, Twitter, Ebay and Facebook. continue…

by Roger Montgomery Posted in Companies, Insightful Insights, Property.

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If you’re searching for an undervalued but high quality stock, Henderson Group PLC (ASX: HGG/LN: HGG) may be worth consideration. continue…

by Scott Shuttleworth Posted in Companies, Financial Services.

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As the global commodity rout continues, investors are searching for sectors that can provide safe haven for their capital. Many are seeking exposure to the anticipated growth benefits of an ageing population, which has caused some healthcare stocks to trade at levels that are difficult to justify. Fisher & Paykel Healthcare (ASX: FPH) is one such company, whose NZ$8.50 share price is factoring in considerable earnings growth, but such is its prospects we feel the company may present reasonable value. continue…

by Ben MacNevin Posted in Companies, Stocks We Like.

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Further to our recent blog post on Altium Limited (ASX:ALU), Altium has today announced that it has signed an OEM agreement with Dassault Systèmes to introduce a new SOLIDWORKS Electronic Computer – Aided Design (ECAD) product based on Altium’s Printed Circuit Board (PCB) software technology. continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

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In November 2011 Telecom New Zealand became the first incumbent telco in the world to voluntarily split, creating Chorus Limited (ASX: CNU) – the owner of New Zealand’s existing copper telecommunications network, and Spark Limited (SPK) – the mobile network, and retail business operator. continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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As you may already be aware the employment job board provider Seek (ASX: SEK) is held in both The Montgomery Fund and Montgomery [Private] Fund.

Recently our friend at Morgans, Ivor Ries, published a terrific note on the Seek Premium Talent Search (PTS) product. While this is one of a number of the new initiatives the company will launch over the next few years – to effectively move into the recruitment market, it is perhaps the most significant in terms of identifiable opportunity for revenue growth. continue…

by Roger Montgomery Posted in Companies, Insightful Insights, Technology & Telecommunications.

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In a recent blog post we outlined our investment thesis for Resmed (ASX: RMD), the medical device manufacturer. In a follow up to this piece we are pleased to share an internal review of Resmed’s first quarter results for 2016. We hope this provides an insight into our ongoing dialogue with investments.
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by Ben MacNevin Posted in Companies.

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Yesterday we attended Citi Group’s ‘Fireside discussion’ with Tracey Fellows, CEO of REA Group Limited (ASX: REA).

Below we share a few noteworthy points from the conversation. continue…

by Scott Shuttleworth Posted in Companies, Property.

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