Insightful Insights

On Monday it was announced that Burson Group Limited (ASX: BAP) had agreed to acquire the automotive division of Metcash Limited (ASX: MTS). Below we’ve included some of our notes on the transaction as a summary. continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

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Australian banks have had a good run this week, apparently on the back of some comments made by Warren Buffett in a media briefing relating to Berkshire Hathaway’s investment in Insurance Australia Group (ASX: IAG). continue…

by Tim Kelley Posted in Financial Services, Insightful Insights, Investing Education.

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The share price of Altium (ASX: ALU) soared past our position entry price of $2.87 back in late January over the coming months. We were then surprised (and delighted), to see the share price fly north of $5 in such a short time.

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by Scott Shuttleworth Posted in Companies, Insightful Insights.

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After a comprehensive review of Australia’s infrastructure projects, there is one thing that is very clear. Sydneysiders must brace for significant disruption. continue…

by Ben MacNevin Posted in Insightful Insights, Property.

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In my blog dated 6 May 2015, I cautioned investors on the recent increase in ten year sovereign bond yields. Unsurprisingly interest rate sensitive and yield driven stocks have reacted negatively. continue…

by David Buckland Posted in Foreign Currency, Insightful Insights.

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For any subscribers who missed it, here is the first Montgomery Global magazine in anticipation of the launch of our new global products on 1 July 2015.

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by Roger Montgomery Posted in Companies, Insightful Insights, Whitepapers.

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We may sound like a broken record, but according to The Australian, Lidl has applied for a portfolio of trademark classes across thousands of supermarket products in Australia. The threat to your local supermarket may advance quicker than expected. continue…

by Ben MacNevin Posted in Companies, Insightful Insights.

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What a difference a few months can make in the share market. Back in February this year, we penned a short piece on Nine Entertainment (ASX: NEC), concluding that despite their shares looking cheap in a market which offered little in terms of value, it was a valuation that we believed the business probably deserved. continue…

by Russell Muldoon Posted in Companies, Insightful Insights, Technology & Telecommunications.

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At Montgomery, we have often discussed market power as a driver of competitive advantage. Last week a major player in the travel industry launched a campaign to assert dominance, which, if successful, could have profound implications for Flight Centre (ASX: FLT) and Webjet (ASX: WEB). continue…

by Ben MacNevin Posted in Airlines, Companies, Insightful Insights.

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As many readers will know, Vocus Communications Limited (ASX: VOC) has been the potential acquirer of Amcom Telecommunications Limited (ASX: AMM) for quite some time. This has been speculated since Vocus’ October 2014 10 per cent acquisition of the shares outstanding in Amcom. We thought it may be worthwhile to review the timeline of events up to now and consider what this means for the future. continue…

by Scott Shuttleworth Posted in Insightful Insights, Takeovers, Technology & Telecommunications.

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