Insightful Insights
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Chasing viewers – Part 2
Russell Muldoon
June 11, 2015
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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Trouble for travel agencies?
Ben MacNevin
June 10, 2015
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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Consolidation in the corporate telecom space
Scott Shuttleworth
June 9, 2015
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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Happy Birthday SVM
Tim Kelley
June 9, 2015
Alert readers will recall that back in June 2014 we started an exercise to explore the merits of using machine learning technology to sift through the equity markets and identify stocks that are likely to do well or poorly in the future. The most recent instalment in the series can be found here. continue…
by Tim Kelley Posted in Insightful Insights.
- 5 Comments
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Careening towards destruction
Roger Montgomery
June 5, 2015
Watch this video and then read on….
by Roger Montgomery Posted in Insightful Insights.
- 8 Comments
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Unhealthy Expectations
Russell Muldoon
June 5, 2015
As the share market has surged in recent years, many private businesses have conducted Initial Public Offerings (IPOs). We are always sceptical when a business comes to market in search of capital to fund a buyout of current shareholders, particularly if the seller is Private Equity. continue…
by Russell Muldoon Posted in Health Care, Insightful Insights.
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Sobering
Russell Muldoon
June 4, 2015
You might recall we have previously articulated Aldi’s game plan in Australia. Our recent posts here and here, provide some insights. In summary the company is significantly more efficient. They have 1200 Stock Keeping Unit’s per store, instead of 30,000 at Woolies or Coles, which means they can employ six people to run a store instead of 25.
by Russell Muldoon Posted in Consumer discretionary, Insightful Insights.
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No bundles of joy
Scott Shuttleworth
June 3, 2015
You may recall that almost a year ago now we commented briefly on our decision regarding the Monash Group Limited (ASX: MVF) IPO in relation to odd trading behaviour we had seen at that time. continue…
by Scott Shuttleworth Posted in Health Care, Insightful Insights.
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A subdued reality?
Ben MacNevin
June 3, 2015
In its June decision to leave cash rates unchanged at an historical low of 2 per cent, the Reserve Bank of Australia’s cautious post-announcement comments appear at odds with a government intent on record investment in infrastructure. continue…
by Ben MacNevin Posted in Economics, Insightful Insights.
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Wake up Australia!
Roger Montgomery
June 1, 2015
We know economists have an unenviable task and can make sheep look like independent thinkers, but their ‘miss’ at the weekend in Canada stands out more for the warning it represents for Australia. continue…
by Roger Montgomery Posted in Economics, Foreign Currency, Insightful Insights.
