Companies
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Bentham IMF: Smoothing Out The Lumps
Tim Kelley
February 14, 2014
One listed company that we find interesting is Bentham IMF Limited (ASX:IMF). IMF is a litigation funder that provides the money to mount class actions in return for a share of the proceeds where cases are won or (more usually) settled. Over the years, IMF has developed a reputation for being able to identify and back cases that have a very good chance of success, and for doing so profitably. continue…
by Tim Kelley Posted in Companies, Financial Services.
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REX Warns Aviation Disaster Imminent
Ben MacNevin
February 10, 2014
Regional Express Holdings Limited (ASX:REX), Australia’s largest independent regional airline, released a profit warning on Friday evening in which the Chief Operating Officer used very strong language to warn of the sector’s imminent collapse. continue…
by Ben MacNevin Posted in Airlines, Companies.
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Looking at: JB Hi-Fi’s pre-half-yearly report
Russell Muldoon
February 10, 2014
We’ve recently experienced a rash of downgrades to market expectations: including Super Retail Group (SUL) and The Reject Shop Limited (TRS), along with poor showings from US electronics retailers and the material decline to the share price of JB Hi-Fi Limited (JBH). continue…
by Russell Muldoon Posted in Companies, Consumer discretionary.
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MEDIA
REA Group offers some upside
Roger Montgomery
February 6, 2014
In this article for the Switzer Super Report, Roger looks at the most recent results reported by Australian online property listing site, realestate.com.au. Read here.
by Roger Montgomery Posted in Companies, On the Internet, Property.
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Credit Corp Maintains Momentum
Russell Muldoon
February 3, 2014
For those who have been reading our quarterly updates for the past few years on Credit Corp Group Limited (CCP), we must be beginning to sound like a broken record. We certainly feel like one. continue…
by Russell Muldoon Posted in Companies, Consumer discretionary, Technology & Telecommunications.
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The Reject Shop: Bright future or burn-out?
Russell Muldoon
January 29, 2014
Despite the media talking up a very positive sales period over Christmas for our retailers, a mixed bag of trading results reported by the likes of JB Hi-Fi Limited (JBH), Super Retail Group Limited (SUL) and The Reject Shop Limited (TRS), have left many investors scratching their heads. continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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Are we there yet?
Tim Kelley
January 24, 2014
Half-year reporting season is just around the corner, and at Montgomery, we have the tendency to get a little bit excited about it.by Tim Kelley Posted in Companies, Insightful Insights, Investing Education.
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WHITEPAPERS
Reckon and DuluxGroup: double edition white paper report
Roger Montgomery
January 16, 2014
While the growth of the technological industry is greatly impacting the share price of accounting software company Reckon, DuluxGroup is facing challenging times ahead owing to the uncertainty surrounding the housing construction market. In the first subscriber-only double edition white paper for 2014, find out whether either company is Montgomery investment grade. continue…
by Roger Montgomery Posted in Companies, Whitepapers.
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Rough Seas Ahead
Ben MacNevin
January 10, 2014
Mermaid Marine (ASX: MRM) is one of Australia’s largest marine services providers. The company has performed very well in the last five years on a wave of capital expenditure into the domestic oil and gas sectors. But is this growth likely to continue?
by Ben MacNevin Posted in Companies, Insightful Insights.
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Sirtex Medical Limited
Russell Muldoon
January 9, 2014
After Sirtex Medical Limited’s (ASX:SRX) share price rallied to $13.24 yesterday, the company’s market capitalization reached $640m. Not yet a big business, nor one that is widely held or covered by the investment community, we believe it has very bright prospects. continue…
by Russell Muldoon Posted in Companies.
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