Consumer discretionary
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Bricks and Mortar v Online Retailing
David Buckland
May 29, 2015
In their report entitled “Total Retail 2015: Retailers and the age of Disruption”, PricewaterhouseCoopers surveyed more than 19,000 online shoppers in 19 different countries and across six continents. As online shopping continues to grow at the expense of store visits, four disruptive forces PwC focuses on include the evolution of the store, mobile technology, social networks and demographic shifts. continue…
by David Buckland Posted in Consumer discretionary, Insightful Insights, Technology & Telecommunications.
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Bubble Watch #21
Roger Montgomery
May 28, 2015
According to Montgomery Global Fund Portfolio Manager Andy Macken, living in New York City, just about every person almost every night orders their ‘takeout’ on Seamless – known as Seamlessweb before June 2011. Seamless is an online food ordering system that links people with local restaurants, caterers and onsite dining providers. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Insightful Insights.
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NewCarSales.com?
Ben MacNevin
April 29, 2015
Carsales.com (ASX: CAR) is the leading marketplace for used car sales in Australia, but can it dominate the new car space? continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights, Technology & Telecommunications.
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Wow, that’s cheap!
Ben MacNevin
April 17, 2015
In a follow-up to Russell’s popular blog post on the threat of Aldi to Woolworths and Coles, we are starting to see competitive responses from the incumbents – and whether they’re working. continue…
by Ben MacNevin Posted in Companies, Consumer discretionary.
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Does Burson offer great value?
Scott Shuttleworth
March 24, 2015
As readers of our blog will know, the funds of Montgomery Investment Management have held shares in Burson Group Limited (ASX: BAP) since its initial public offering (IPO) in early 2014. Since that time Burson has delivered stellar returns (circa 50 per cent in a year) and it’s interesting to contrast our reasons for entering the position with our thoughts now. continue…
by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.
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Can Richard Umbers Turn Myer Around?
Tim Kelley
March 23, 2015
There has been quite a bit of press recently about the untidy start to Richard Umbers’ stint as Managing Director of Myer, and whether investors might expect better times to come. Confidence took a hit this week when the company announced a disappointing half year profit, and indicated full year numbers would be below expectations. And this just weeks after assuring the market that consensus forecasts were on the money. continue…
by Tim Kelley Posted in Consumer discretionary, Insightful Insights.
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One stock we had to get our hands on
Ben MacNevin
March 10, 2015
During reporting season, we were quick to build a new position in a company after seeing a much stronger result than we had forecast in our research. A large cash holding allows Montgomery Investment Management to be nimble when opportunities present themselves. continue…
by Ben MacNevin Posted in Companies, Consumer discretionary.
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Smashed. Look out Kogan, JB, Bing Lee and Harvey Norman
Roger Montgomery
February 24, 2015
Last week in Sydney’s Inner West and only meters from a homeless person’s humpy, a plasma TV sat on the footpath awaiting council collection. A large, flatscreen plasma TV. On the street. In the rain.
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, Manufacturing, Technology & Telecommunications.
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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.
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Two stocks worth a closer look
Scott Shuttleworth
February 18, 2015
As earnings season rolls on we’ve taken a brief look at two smaller stocks that may present attractive opportunities. Retail with excellent management and a logistics company that has set itself up a niche in Western Australia.
by Scott Shuttleworth Posted in Consumer discretionary.
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