Insightful Insights

On Lord Howe island, in January this year, I sat reading The Australian.  The paper was two days old – a function of relying on the airlines to deliver the papers and the fact that ‘island life’ means islanders aren’t that interested in the content.  What didn’t age however was the human tendency to overreact.

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by Roger Montgomery Posted in Energy / Resources, Insightful Insights.

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Last week we attended the 17^th Annual Macquarie Conference in Sydney. One business firm that looked particularly appealing was CSG Limited (ASX: CSV). Unfortunately the stock is a bit on the small side for our funds but a brief analysis is an interesting exercise. continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights.

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Today we are going to keep this post as simple as possible and focus on three key elements that we consider important (but by no means exhaustive) when identifying investments and managing a portfolio. For simplicity we have broken down these categories into quality, quantity and return considerations which we hope may add some value to your investing endeavours. continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

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According to the BBC (see here) just minutes ago Picasso’s Women of Algiers has become the most expensive painting to sell at auction, going for $179.3m (£115m) at Christie’s in New York.

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by Roger Montgomery Posted in Insightful Insights.

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Medibank Private (ASX: MPL) presented at the Macquarie Conference for the first time as a public company. Is the company doing enough to maintain a position in both funds? continue…

by Ben MacNevin Posted in Health Care, Insightful Insights.

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Readers that have been following our discussion on the prospects of Woolworths Limited (ASX: WOW) will be little surprised by the market’s reaction to its recent ‘Strategy Day’. This case study demonstrates that when it comes to investing, focus on the numbers rather than management commentary. continue…

by Ben MacNevin Posted in Insightful Insights.

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In my ongoing interview series of Montgomery Investment Management staff I talk to Analyst Ben MacNevin, in order to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. continue…

by Scott Phillips Posted in Insightful Insights.

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One of the amazing things about business is that when one industry prospers, outsiders often find a way to tap into that success. A growing industry can attract new suppliers, distributors or back-office service providers, indeed a whole new world can develop that didn’t exist just yesterday and afford opportunities that allows a range of businesses to benefit, particularly those placed at the head of the pack with market leading positions. continue…

by Russell Muldoon Posted in Insightful Insights.

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“The Budget should be balanced, the Treasury should be refilled, 

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by Roger Montgomery Posted in Insightful Insights.

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In addition to the record prices for collectable cars, the art sales at multiples of auction house estimates and the proliferation of car manufacturers revealing passenger vehicles priced at $2 million, there’s anecdotal evidence of mania in all sorts of weird and wonderful places. continue…

by Roger Montgomery Posted in Insightful Insights.

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