Companies

It’s interesting to look back at the last 22 years of asset class returns and wonder how nice it would have been to be invested in last year’s winning asset class!

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by Scott Phillips Posted in Companies, Insightful Insights, Investing Education.

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The former great supermarket, petrol, liquor and hardware group Woolworths Limited (ASX: WOW) is paying McKinsey $45 million for management advice. After reading an interview in the Weekend Australian with Paul Simons, who ran Woolies for an extraordinarily successful two decades until 1994, I think Ralph Waters and the Woolies Board will soon come to the realisation “the soft stuff is the hard stuff”.  

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by David Buckland Posted in Companies, Insightful Insights.

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Corporate confessions can require multiple rounds of penance from the market. continue…

by Stuart Jackson Posted in Companies, Insightful Insights.

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In 2013 we attended a presentation by AGL Limited (AGL) which immediately caught our attention; a “perfect storm” for gas customers was likely to hit in 2016. continue…

by Ben MacNevin Posted in Companies, Insightful Insights.

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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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