Companies
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Enter Lidl
Ben MacNevin
June 11, 2015
We may sound like a broken record, but according to The Australian, Lidl has applied for a portfolio of trademark classes across thousands of supermarket products in Australia. The threat to your local supermarket may advance quicker than expected. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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Chasing viewers – Part 2
Russell Muldoon
June 11, 2015
What a difference a few months can make in the share market. Back in February this year, we penned a short piece on Nine Entertainment (ASX: NEC), concluding that despite their shares looking cheap in a market which offered little in terms of value, it was a valuation that we believed the business probably deserved. continue…
by Russell Muldoon Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Trouble for travel agencies?
Ben MacNevin
June 10, 2015
At Montgomery, we have often discussed market power as a driver of competitive advantage. Last week a major player in the travel industry launched a campaign to assert dominance, which, if successful, could have profound implications for Flight Centre (ASX: FLT) and Webjet (ASX: WEB). continue…
by Ben MacNevin Posted in Airlines, Companies, Insightful Insights.
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Why is Aldi so successful?
Russell Muldoon
May 29, 2015
We have previously written at length on Aldi and the threat it poses to the Australian Supermarket Industry. Today we focus on why they have been (and will likely remain) so successful. continue…
by Russell Muldoon Posted in Companies, Consumer discretionary, Insightful Insights.
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Bubble Watch #21
Roger Montgomery
May 28, 2015
According to Montgomery Global Fund Portfolio Manager Andy Macken, living in New York City, just about every person almost every night orders their ‘takeout’ on Seamless – known as Seamlessweb before June 2011. Seamless is an online food ordering system that links people with local restaurants, caterers and onsite dining providers. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Insightful Insights.
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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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A GUD deal?
Ben MacNevin
May 25, 2015
GUD Holdings Limited (ASX: GUD), distributor of the Sunbeam and RYCO brands, recently made a transformational acquisition. Did the Montgomery funds participate in the capital raising to facilitate the deal? continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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Woolies is coming up empty…
Roger Montgomery
May 20, 2015
Back in November last year, when the Woolworths share price was closer to $34 than the $28 it is near today, we warned that the company would be seriously challenged and profit-hobbled by the emergent giant Aldi. continue…
by Roger Montgomery Posted in Companies, Insightful Insights.
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A potential opportunity?
Scott Shuttleworth
May 13, 2015
Last week we attended the 17th Annual Macquarie Conference in Sydney. One business firm that looked particularly appealing was CSG Limited (ASX: CSV). Unfortunately the stock is a bit on the small side for our funds but a brief analysis is an interesting exercise. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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How many stocks should you have in your portfolio?
Russell Muldoon
May 13, 2015
Today we are going to keep this post as simple as possible and focus on three key elements that we consider important (but by no means exhaustive) when identifying investments and managing a portfolio. For simplicity we have broken down these categories into quality, quantity and return considerations which we hope may add some value to your investing endeavours. continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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Have you got too much faith in the forecast?
Tim Kelley
May 4, 2015
Here’s a chart you may find interesting. It shows how the consensus broker forecast for BHP Billiton Limited (ASX: BHP) 2015 Earnings Per Share (EPS) has evolved over the last number of years, together with the BHP share price during that time. continue…
by Tim Kelley Posted in Companies, Insightful Insights.
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