Companies
-
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.
- 3 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
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.
-
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.
-
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.
-
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.
-
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.
READ HERE -
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.
- 2 Comments
- save this article
- POSTED IN Companies, Health Care
-
Not always a leisurely path
Ben MacNevin
February 20, 2015
A company that generates stable cash flows is highly appealing, as it allows management to redistribute capital with a considerable amount of visibility. Yet investors should always value new growth opportunities on a stand-alone basis, and not allow the stability of the core business to influence the perceived risk of new endeavours. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
- save this article
- POSTED IN Companies, Insightful Insights
-
IMF: Discussion with Management
Ben MacNevin
February 18, 2015
IMF Bentham (ASX: IMF) released pleasing first-half 2015 results, though there were some particular points which required clarification, as highlighted in our previous post. We have since met with management where these key points, amongst others, were discussed. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
- 5 Comments
- save this article
- POSTED IN Companies, Insightful Insights
-
What we do and don’t like about Tassal
Tim Kelley
February 16, 2015
Atlantic Salmon producer, Tassal Group (ASX: TGR) has caught our eye recently. Although the business does not have a great economic track record, it appears that performance has been steadily progressing, following a period of substantial capital investment and management focus, and the half year result just released shows a continuing improvement trend. continue…
by Tim Kelley Posted in Companies, Consumer discretionary, Manufacturing.
-
IMF: A Step-Change
Ben MacNevin
February 13, 2015
Regular followers of the blog should be well aware of our favourable view of Bentham IMF (ASX: IMF) – see here. We are pleased with the company’s recent 2015 half-year results. continue…
by Ben MacNevin Posted in Companies, Insightful Insights, Intrinsic Value, Montgomery News and Updates.
