Companies
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No more Chinese junk
Roger Montgomery
March 30, 2015
Recently, senior Montgomery analyst Andrew Macken explained how dangerous it is for anyone to invest in any Chinese company listed on the ASX, or even an exchange in the US. continue…
by Roger Montgomery Posted in Companies, Insightful Insights.
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Should you be looking at potential takeover targets?
Tim Kelley
March 26, 2015
After a subdued period following the GFC, merger and acquisition (M&A) activity appears to again be coming into fashion. According to Thomson Reuters, worldwide M&A was up 47 per cent in 2014, making it the strongest year for worldwide deal-making since 2007. continue…
by Tim Kelley Posted in Companies, Insightful Insights, Takeovers.
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Don’t yield to income!
Russell Muldoon
March 12, 2015
In recent times the market has been captivated by the ‘chase for yield.’ This phrase simply represents the symptom of the repressive money printing acting on interest rates globally. As a result of these low interest rates, funds are being ripped out of the safety of cash and poured into riskier assets in the pursuit of higher returns. continue…
by Russell Muldoon Posted in Companies, Insightful Insights, Market Valuation.
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One stock we had to get our hands on
Ben MacNevin
March 10, 2015
During reporting season, we were quick to build a new position in a company after seeing a much stronger result than we had forecast in our research. A large cash holding allows Montgomery Investment Management to be nimble when opportunities present themselves. continue…
by Ben MacNevin Posted in Companies, Consumer discretionary.
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Altium: Great results and more to come
Scott Shuttleworth
March 9, 2015
As we mentioned last week, we have recently added Altium Limited (ASX: ALU) to our portfolios and we are pleased by the company’s first half 2015 results. A brief summary of my thoughts and notes are below. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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WHITEPAPERS
Will the market boom or bust in 2015?
Roger Montgomery
March 6, 2015
The answer to that question will be known in a few short months. We already have some pretty good indications that validate our optimism. But some equally solid arguments can be mounted that validate our caution.
Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. To invest with Montgomery, find out more.
by Roger Montgomery Posted in Companies, Economics, Insightful Insights, Investing Education, Market Valuation, Whitepapers.
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Chasing Viewers…..
Russell Muldoon
February 27, 2015
Given its relatively undemanding market price, we decided to take a cursory glance at Nine Entertainment Co. Holdings Limited (ASX: NEC). While the shares might look attractively price however, there’s a good reason we believe they aren’t. continue…
by Russell Muldoon Posted in Companies, Technology & Telecommunications.
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Checking in on Infomedia
Tim Kelley
February 23, 2015
One stock we follow at Montgomery is Infomedia (ASX: IFM). There are a few things we like about Infomedia: continue…
by Tim Kelley Posted in Companies, Insightful Insights, Manufacturing.
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Good news out of The Reject Shop
Scott Shuttleworth
February 23, 2015
Following on from our last discussion with The Reject Shop (ASX: TRS) last November (located here) we had another meeting with Management, CEO Ross Sudano and CFO Darren Briggs, to discuss their progress to date. continue…
by Scott Shuttleworth Posted in Companies, Consumer discretionary, Insightful Insights.
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Sirtex – a stronger result than we expected
Russell Muldoon
February 21, 2015
We take a look at Sirtex Medical Limited’s half-year result to 31 December 2014. According to Portfolio Manager, Russell Muldoon, the result is much stronger across the board, than previously modeled, particularly in dosage sales (volumes), price increases and average selling prices.
Sirtex’s half-year result is further evidence of our current belief in the business’s underlying strength and management’s strategy.
by Russell Muldoon Posted in Companies, Health Care.
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