Companies
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IS G8 Education worth more than $5 per share?
Russell Muldoon
March 20, 2014
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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Checking in on ResMed
Tim Kelley
March 17, 2014
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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MEDIA
Six of the best
Roger Montgomery
March 17, 2014
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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MEDIA
Six of the best
Roger Montgomery
March 17, 2014
In this article, published in the April issue of Money magazine, Roger shares his shortlist of star stocks that could rise even further. Read here.
by Roger Montgomery Posted in Companies, In the Press.
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Sirtex: the stars are aligning
Russell Muldoon
March 14, 2014
Sirtex Medical Limited (SRX) is a business we have covered a number of times in the past on the blog. You can find some of our past thoughts here, here and here. continue…
by Russell Muldoon Posted in Companies, Health Care.
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Leighton’s share price: something stinks!
Roger Montgomery
March 11, 2014
Should ASIC investigate the trading of shares in Leighton Holdings Limited (ASX: LEI) in the days leading up to this week’s takeover announcement? continue…
by Roger Montgomery Posted in Companies, Property.
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Ready, Fire, Aim
Ben MacNevin
March 10, 2014
Flight Centre (ASX: FLT) released its December 2013 half-year results on the morning of Wednesday 26 February 2014. In the hours after the release, the company’s share price declined by 3.5 per cent. From this level, the price then rallied 7 per cent to finish the day at $51.39. What happened? continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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Looking for intrinsic value
Tim Kelley
March 7, 2014
These are trying times for value investors. There’s nothing we enjoy more than finding a high quality business trading at a discount to its intrinsic value, but lately, they seem to be thin on the ground. continue…
by Tim Kelley Posted in Companies, Technology & Telecommunications.
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Reporting season wrap-up
Russell Muldoon
March 5, 2014
Over the past three weeks, our investment team has analysed each and every single report announced to the Australian stock market. We’ve prioritised those businesses we own to gather new information that’ll help us determine if our view (for better or worse) on their future outlooks has changed, and whether their removal from, or addition to, our portfolio is warranted. continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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Is $1.00+ unreasonable for BigAir?
Russell Muldoon
February 28, 2014
When BigAir Group Limited (ASX:BGL) was trading in the low $0.70 range back in September last year, we asked a relatively simple question: was $0.80+ unreasonable for BGL? Our thoughts at the time can be found here. continue…
by Russell Muldoon Posted in Companies, Technology & Telecommunications.
