Insightful Insights
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Australia’s demand for data is off the charts!
Scott Shuttleworth
June 24, 2015
As we have previously noted, the demand for data in Australia (and the world) is growing at an exponential rate and the statistics are staggering. IBM notes here that “Every day, we create 2.5 quintillion bytes of data — so much that 90% of the data in the world today has been created in the last two years alone.”
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Trouble at SEEK?
Tim Kelley
June 23, 2015
SEEK Limited (ASX: SEK) this week released a trading update that contained some disappointing news. SEEK’s learning division has not performed as well as hoped in the second half of 2015, and SEEK now expects the second half of 2015 Net Profit After Tax to be broadly in line with the first half of 2015 – some 10 per cent short of what was implied by broker consensus.
by Tim Kelley Posted in Insightful Insights.
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The soft stuff is the hard stuff
David Buckland
June 23, 2015
The former great supermarket, petrol, liquor and hardware group Woolworths Limited (ASX: WOW) is paying McKinsey $45 million for management advice. After reading an interview in the Weekend Australian with Paul Simons, who ran Woolies for an extraordinarily successful two decades until 1994, I think Ralph Waters and the Woolies Board will soon come to the realisation “the soft stuff is the hard stuff”.
by David Buckland Posted in Companies, Insightful Insights.
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Corporate confessions season
Stuart Jackson
June 22, 2015
Corporate confessions can require multiple rounds of penance from the market. continue…
by Stuart Jackson Posted in Companies, Insightful Insights.
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The people behind the process
Scott Phillips
June 19, 2015
In my ongoing interview series of Montgomery Investment Management staff, I spoke to Head of Research and Portfolio Manager Tim Kelley, in order to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick.
by Scott Phillips Posted in Insightful Insights, Montgomery News and Updates.
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Board movements for May 2015
Roger Montgomery
June 19, 2015
We recently received an interesting email, that we thought we should share with our blog subscribers.
by Roger Montgomery Posted in Insightful Insights.
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Gas Inquiry
Ben MacNevin
June 19, 2015
In 2013 we attended a presentation by AGL Limited (AGL) which immediately caught our attention; a “perfect storm” for gas customers was likely to hit in 2016. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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Burson revs up its engine
Scott Shuttleworth
June 18, 2015
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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The Buffett effect
Tim Kelley
June 17, 2015
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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What’s the outlook for Altium?
Scott Shuttleworth
June 16, 2015
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.
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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