Insightful Insights
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Drip-fed economies die
Roger Montgomery
May 28, 2015
There’s a tendency in the media and amongst Australians to get bored with a story. The world works in mysterious ways and governments respond when the media stirs up popular support for a cause. It’s our duty then to ensure the important stories remain front of mind. This story was first published in November however it is just as relevant now… C’mon Joe Australia needs you!
by Roger Montgomery Posted in Economics, Insightful Insights.
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- POSTED IN Economics, Insightful Insights
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Bubble Watch #21
Roger Montgomery
May 28, 2015
According to Montgomery Global Fund Portfolio Manager Andy Macken, living in New York City, just about every person almost every night orders their ‘takeout’ on Seamless – known as Seamlessweb before June 2011. Seamless is an online food ordering system that links people with local restaurants, caterers and onsite dining providers. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Insightful Insights.
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What’s the forecast?
Tim Kelley
May 27, 2015
When asked for an opinion about where equity markets might be headed, it is common practice for expert commentators to start with some insightful comments on the economy. This is a natural place to start, as the economy is big and important, and some insightful comments can quickly establish that the commentator is as similarly big and important. continue…
by Tim Kelley Posted in Economics, Insightful Insights.
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- POSTED IN Economics, Insightful Insights
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Share prices are staying down?
Roger Montgomery
May 27, 2015
If you are a regular follower of our blog, you will know that we have been negative on Woolworths – and all higher-margin incumbent supermarkets – since our conference call last year with Paul Foley, former CEO for over 20 years at Aldi UK. Just type “Woolworths” into the search bar (above to the right hand side) and you can see all of our articles on the subject. continue…
by Roger Montgomery Posted in Insightful Insights.
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Supporting the exabyte
Scott Shuttleworth
May 26, 2015
Back in November we noted the exponential growth in data demand from the Australian population. One question that sprung to mind is whether Australia has the infrastructure to support such high demand growth and this needs to be answered on several levels. continue…
by Scott Shuttleworth Posted in Insightful Insights.
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A GUD deal?
Ben MacNevin
May 25, 2015
GUD Holdings Limited (ASX: GUD), distributor of the Sunbeam and RYCO brands, recently made a transformational acquisition. Did the Montgomery funds participate in the capital raising to facilitate the deal? continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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- POSTED IN Companies, Insightful Insights
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Oh Dear! (Part II)
David Buckland
May 25, 2015
In a follow up to Roger’s blog last week entitled “Oh Dear!” I was surprised the question of “Whether we should have an inquiry into the iron-ore industry or not?” has received so much air-time. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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Industrials vs. Resources
Russell Muldoon
May 22, 2015
Long-term followers of Montgomery Investment Management would know all too well that we have had very little (we have had some) exposure to resources and energy companies since we began on our investing journey. Looking forward, we are just as unlikely to ever hold anything like benchmark weights to these sectors in our funds and for good reason. continue…
by Russell Muldoon Posted in Energy / Resources, Insightful Insights.
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Oh dear!
Roger Montgomery
May 21, 2015
According to the Australian Financial Review’s Amanda Saunders, “China will help to bankroll a major expansion by Brazilian iron ore giant Vale and invest in huge Vale ships that will transport high-quality ore to North Asia – a deal that will reshape the global industry.” continue…
by Roger Montgomery Posted in Insightful Insights.
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Mining Boom 2.0
Ben MacNevin
May 21, 2015
The iron ore price has become a barometer for the strength of the mining industry in Australia. Yet, mining investment has actually surged since the iron ore price began its descent in 2013. The real mining boom is only just about to end. continue…
by Ben MacNevin Posted in Energy / Resources, Insightful Insights.
