Companies

In the past twelve months the Coca-Cola Amatil share price has declined by 40 per cent, from an all-time high of $15.10 to the current share price of $9.10. continue…

by David Buckland Posted in Companies, Consumer discretionary, Insightful Insights.

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The Big Four banks feature prominently in many investors’ portfolios, typically because financials account for over 40 per cent of the Australian share market, coupled with their attractive dividends. At Montgomery, we focus on a company’s growth prospects rather than yield, which is the reason we hold ANZ in the Funds. continue…

by Ben MacNevin Posted in Companies, Financial Services, Insightful Insights.

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One of the businesses we follow in The Montgomery Fund is BT Investment Management (ASX: BTT).  Being fund managers ourselves, we like to think we have some understanding of this type of business. continue…

by Tim Kelley Posted in Companies, Investing Education.

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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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