Insightful Insights

Cochlear (ASX: COH) shares took a step back this week following an underwhelming full year profit report. While the business continues to grow, the market expected more, and some scale back of FY16 expectations was required. continue…

by Tim Kelley Posted in Health Care, Insightful Insights.

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The Montgomery funds took a position in glove manufacturer, Ansell (ASX: ANN), after its first half result for the 2015 financial year exceeded our expectations. Six months on the company has announced its full year report, and while the results did not exceed the market’s expectations, our investment thesis remains intact. continue…

by Ben MacNevin Posted in Companies, Insightful Insights.

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Freelancer shares (not owned by Montgomery) entered a trading halt last week, pending an announcement. While we were aware of the reason for the halt, not all market participants were, so we were unable to discuss this issue with you at the time. continue…

by Roger Montgomery Posted in Economics, Insightful Insights.

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Following on from ANZ’s trading update last week, NAB reported its June quarter trading update today. NAB reported 9 per cent growth in cash earnings for the quarter to A$1.75 billion. This appeared to comfortably beat ANZ’s cash earnings growth of 4 per cent for the same quarter. However, there were a number of notable quality differences in the period. continue…

by Stuart Jackson Posted in Financial Services, Insightful Insights.

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Azure Healthcare Limited (ASX: AZV) is a provider of healthcare communication and workflow management solutions. In a nutshell it manufactures and designs call systems for hospitals and other facilities and has enjoyed a good lick of success over the past few years. But is this changing? continue…

by Scott Shuttleworth Posted in Health Care, Insightful Insights.

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Downer Edi Limited (ASX: DOW) just released its annual report for the period ending June 2015. It’s a sobering read for anyone still invested in businesses focused on engineering, infrastructure and contracting. continue…

by Russell Muldoon Posted in Energy / Resources, Insightful Insights.

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The chart below looks at America’s 30 largest corporations; and only three do not share common directors. The Directors Club seems alive and well, and it is little surprise the Club is often perceived to look after its own. continue…

by David Buckland Posted in Insightful Insights.

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The Reserve Bank of Australia released its June credit data last week. The data continued to show strong growth in investment mortgages, with outstanding loans increasing 10.7 per cent on the same time last year. This remains above APRA’s targeted ceiling growth rate of 10 per cent and represents a slight acceleration in the rate of growth relative to the May data. continue…

by Stuart Jackson Posted in Financial Services, Insightful Insights, Property.

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When Iron Ore was trading above $120 we challenged the iron ore industry’s view that the commodity price would remain supported.  Indeed in this post back in 2012 we noted; “FMG’s Nev Power reckons while iron ore prices have slumped to $US104 a tonne in recent days, “as soon as restocking and production returns to normal we expect to see prices back in the $US120 to $US150 per tonne range”. 

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by Roger Montgomery Posted in Energy / Resources, Insightful Insights.

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Montgomery Investment Management is delighted to inform you that Montgomery Global Investment Management has expanded its team with the addition of Mr Paul Mason and Mr George Hadjia. continue…

by Roger Montgomery Posted in Insightful Insights.

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