Insightful Insights
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Health Insurance – Will the market get nervous sitting in the waiting room?
Stuart Jackson
November 23, 2015
The Federal Government is currently conducting a number of reviews into the healthcare industry. These include the Reform of the Federation White Paper, the Private Health Insurance Review, the Primary Health Care Advisory Group, and the Medicare Benefits Schedule Review. You might have seen recent media stories about an online government survey that the public can take to provide feedback on a range of issues and options for private health insurance reform. continue…
by Stuart Jackson Posted in Health Care, Insightful Insights, Insurance.
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Taking Notes
Roger Montgomery
November 20, 2015
While I joined the speakers panel at the UBS CFO Conference in Sydney recently, several others from the Montgomery team attended the recent UBS company conference, taking notes from the presentations of many companies. The financial sector is one where we believe there is opportunity and growth and our holdings in fund managers such as Henderson, Magellan, BT Group and Challenger reflect the discovery of hitherto value in the sector as well as bright prospects. continue…
by Roger Montgomery Posted in Insightful Insights.
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Big isn’t always beautiful
Scott Phillips
November 20, 2015
Index Fund investments are mirror images of the entire investing universe. For example, an Australian Shares Index Fund consists of about 200 or 300 investments in each of the largest companies on the ASX weighted by market capitalisation. People invest in Index Funds usually for two reasons. Firstly, simplicity. You do not have to choose particular investments as you own them all and secondly Index Funds, being passive investments, are inexpensive. continue…
by Scott Phillips Posted in Insightful Insights.
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Australia’s most successful resource service company
David Buckland
November 18, 2015
Australia’s most successful Resource service company, Monadelphous Group Limited (ASX: MND), has seen its share price decline by 75 per cent from $28.50 in February 2013 to the current $6.80. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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A Scenario to Consider
Tim Kelley
November 18, 2015
This chart from the latest RBA Chart Pack shows (on the left hand side) the level of debt held by Australian households as a percentage of disposable income. As you can see, debt levels have been on something of a bender for the last few decades. Associated with this, we have seen excellent growth in mortgage books for the big four banks, and a generally chipper residential property market. continue…
by Tim Kelley Posted in Financial Services, Insightful Insights.
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Could electric cars crash Burson Group?
Scott Shuttleworth
November 17, 2015
It’s the mantra of the value investor, we should not only examine the potential returns that an investment can generate but also the potential for downside, i.e. how much of an investment could be lost and how likely is this to occur? continue…
by Scott Shuttleworth Posted in Insightful Insights.
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WHITEPAPERS
Dumb Investing
Roger Montgomery
November 16, 2015
With news that retail ownership of shares are at the lowest level since the turn of the century (which is a more dramatic way of saying, in the last fifteen years), it’s quite possible there’s a great deal of opportunity. You can understand why many have lost interest. The problem for investors however is they’re focused on the index rather than individual companies.
continue…by Roger Montgomery Posted in Insightful Insights, Whitepapers.
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Turning gambling industry woes into a winning hand
Roger Montgomery
November 16, 2015
In our review of the poker machine manufacturing industry some time ago, we learned that demographics are playing a big part of the industry’s future. Put simply, younger people aren’t playing the slots or ‘pokies’. continue…
by Roger Montgomery Posted in Insightful Insights.
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Reducing Exposure
Roger Montgomery
November 13, 2015
It’s always useful to read the musings of the more reputable global hedge fund managers. continue…
by Roger Montgomery Posted in Insightful Insights.
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A growth story
Russell Muldoon
November 13, 2015
Altium Limited (ASX: ALU) is a business we own in our domestic portfolios at Montgomery. It’s highly likely that the business is unfamiliar to most investors given it’s by no means a big business and nor would it be considered by many to be a ‘blue-chip’, but that’s probably why we like it. continue…
by Russell Muldoon Posted in Insightful Insights.
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