Companies

The share price of Altium (ASX: ALU) soared past our position entry price of $2.87 back in late January over the coming months. We were then surprised (and delighted), to see the share price fly north of $5 in such a short time.

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by Scott Shuttleworth Posted in Companies, Insightful Insights.

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For any subscribers who missed it, here is the first Montgomery Global magazine in anticipation of the launch of our new global products on 1 July 2015.

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

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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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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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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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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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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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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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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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Last week we attended the 17^th 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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