Insightful Insights
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Easy come, Easy go
Ben MacNevin
August 14, 2015
As we discussed in a blog post last month, pathology markets around the world are predominantly supported by government funding. This is a blessing and a curse for private operators, evidenced by Sonic Healthcare’s latest announcement. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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- POSTED IN Health Care, Insightful Insights
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REA-lly good prospects
Scott Shuttleworth
August 14, 2015
Yesterday REA Group Limited (ASX: REA) released their full year results. Whilst it slightly missed expectations we were nonetheless pleased by the result. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights, Property.
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Pop
Russell Muldoon
August 13, 2015
Do we have a property bubble in Australia? It’s a topic that has numerous sides to the debate; from supply, demand, debt levels and affordability. However, perhaps the best view of the state of Australia’s property market has rather silently and with little fanfare come straight from the prudential regulator of the Australian financial services industry. continue…
by Russell Muldoon Posted in Insightful Insights, Property.
- 18 Comments
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The people behind the process
Scott Phillips
August 13, 2015
People often ask me; “What’s it like to work at Montgomery Investment Management?” So I thought I’d try and lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. This month, I talk to Andrew Macken, Portfolio Manager for the newly launched Montgomery Global and Montaka Global Funds. continue…
by Scott Phillips Posted in Insightful Insights.
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The Future for Cochlear
Tim Kelley
August 12, 2015
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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Ansell Update
Ben MacNevin
August 12, 2015
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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The Liquidity Surprise!
Roger Montgomery
August 11, 2015
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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- POSTED IN Economics, Insightful Insights
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Comparing NAB to ANZ
Stuart Jackson
August 10, 2015
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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Small cap series – Azure Healthcare
Scott Shuttleworth
August 10, 2015
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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Major Downer
Russell Muldoon
August 7, 2015
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.
