Companies

On Thursday, Dick Smith Holdings (ASX: DSH) released a solid quarterly result, revealing a continued period of buoyancy in household electronic goods sales. Whilst we don’t own shares in the business – as we prefer to own the dominant player in any sector – we couldn’t help but take note. continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

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We have written about China Rongsheng Heavy Industries, one of the largest shipbuilders in the world, on several occasions. (See our posts from August 2012, and July 2013). continue…

by David Buckland Posted in Companies, Financial Services, Foreign Currency, Insightful Insights.

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Recently, I contributed an article to the April 2014 edition of the ASX Investor Update email newsletter, which was then published on the ASX website. In what was essentially a checklist in helping spot great companies, I nominated 15 that fit the criteria. Read the full article here, and to register with the MyASX newsletter, click here.

by Roger Montgomery Posted in Companies, Investing Education.

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The third and final instalment of our Quick Bytes series is in. And this time, we’re summarising the notes we made at the UBS Emerging Companies conference on accounting software provider Xero.

by Roger Montgomery Posted in Companies, Technology & Telecommunications.

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Over the coming days, we’ll be providing our insights on the UBS Emerging Companies conference. Check back tomorrow for the next “Quick Byte”. The UBS conference is a good example of the value-add that full-service brokers provide clients. Amid a steady migration by baby boomers to low-cost, cheap and purely online broking relationships, the UBS conference – and those run by Macquarie and others – serve as a reminder that there is a very real benefit from a relationship with a full-service broker. continue…

by Roger Montgomery Posted in Companies, Insightful Insights.

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As an owner of shares in Carsales.com Limited (CRZ: ASX) for some time, we have long thought the blackballing of the site by manufacturers would be short-lived. continue…

by Roger Montgomery Posted in Companies, Insightful Insights.

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As an update to our last post on TPG Telecom (TPM:ASX) in December last year, the read-through from the business’ continued growth (as reported in accounts that were released on Tuesday) is that the future continues to shape up in a promising way. In short? TPG will be a major player in the Australian telecommunications sector – regulatory change notwithstanding.

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by Russell Muldoon Posted in Companies, Insightful Insights, Technology & Telecommunications.

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In September last year, when G8 Education shares were trading for three dollars, we asked: “Is $4.00 unreasonable for G8?”. Seven months later, and with a share price circa 45 per cent higher, we again ask a similar question but this time – is G8 worth more than five dollars? continue…

by Russell Muldoon Posted in Companies, Insightful Insights, Market Valuation.

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One business we follow here at Montgomery is ResMed (ASX:RMD), a leading global supplier of sleep apnoea products, including flow generators and associated masks. Some of the attractions of RMD include: continue…

by Tim Kelley Posted in Companies, Health Care, Insightful Insights.

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In this article, published in the April issue of Money magazine, I share my shortlist of star stocks that could rise even further. Read here.

by Roger Montgomery Posted in Companies, In the Press.

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