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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Community Service Announcement for Sydneysiders
Ben MacNevin
June 16, 2015
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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Watch out for rising bond yields (Part 2)
David Buckland
June 15, 2015
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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WHITEPAPERS
Montgomery Global magazine
Roger Montgomery
June 12, 2015
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.
by Roger Montgomery Posted in Companies, Insightful Insights, Whitepapers.
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Enter Lidl
Ben MacNevin
June 11, 2015
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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