Insightful Insights
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Carsales: How did the first half of 2015 fare?
Ben MacNevin
March 2, 2015
We recently discussed the prospects for Carsales.com Limited (ASX:CAR) and covered why we had a cautious view coming into the first half result. The company has since reported and we have some details to share following the group’s conference call and meeting with Management. continue…
by Ben MacNevin Posted in Insightful Insights, Manufacturing, Technology & Telecommunications.
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Infomedia Update
Tim Kelley
March 2, 2015
Further to our recent post on Infomedia (ASX: IFM), the videos below provide a good insight into how Infomedia’s Superservice products can deliver productivity improvements to dealer group clients.
by Tim Kelley Posted in Insightful Insights, Manufacturing.
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What’s happening in the market?
Tim Kelley
February 27, 2015
The market has had a spring in its step this year. In less than 2 months the S&P/ASX200 Accumulation Index has added around 10 per cent. If it continued at this rate we would finish the year more than 60 per cent up – an extraordinary result by any standards. continue…
by Tim Kelley Posted in Insightful Insights.
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diamond in the rough
Scott Shuttleworth
February 26, 2015
We believe we have come across a ‘diamond in the rough’ of sorts and the stock in question is Altium Limited (ASX: ALU), a software design company currently located in San Diego, California. The company creates software that is used for the development of plastic circuit boards. continue…
by Scott Shuttleworth Posted in Insightful Insights, Manufacturing, Technology & Telecommunications.
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Implant This
Roger Montgomery
February 25, 2015
As you know, one of the positive arguments for Montgomery funds investing in Medibank Private, is the ability of the company to harness rapidly-advancing technologies to improve patient outcomes and lower private health insurance claims.
In the US the question being asked is; Why give your doctors permission to incorporate data from fitness trackers and health apps into electronic patient records? continue…
by Roger Montgomery Posted in Health Care, Insightful Insights, Technology & Telecommunications.
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Ben MacNevin
February 25, 2015
NIB Holdings (ASX: NHF) has reported hospital claims inflation of 17 per cent for the first half of the 2015 financial year, which we believe demonstrates the inferior position of the smaller funds in the health care chain. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights, Insurance.
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Smashed. Look out Kogan, JB, Bing Lee and Harvey Norman
Roger Montgomery
February 24, 2015
Last week in Sydney’s Inner West and only meters from a homeless person’s humpy, a plasma TV sat on the footpath awaiting council collection. A large, flatscreen plasma TV. On the street. In the rain.
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, Manufacturing, Technology & Telecommunications.
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Checking in on Infomedia
Tim Kelley
February 23, 2015
One stock we follow at Montgomery is Infomedia (ASX: IFM). There are a few things we like about Infomedia: continue…
by Tim Kelley Posted in Companies, Insightful Insights, Manufacturing.
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Good news out of The Reject Shop
Scott Shuttleworth
February 23, 2015
Following on from our last discussion with The Reject Shop (ASX: TRS) last November (located here) we had another meeting with Management, CEO Ross Sudano and CFO Darren Briggs, to discuss their progress to date. continue…
by Scott Shuttleworth Posted in Companies, Consumer discretionary, Insightful Insights.
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Will 2015 be the year Australia enters a recession?
Roger Montgomery
February 20, 2015
This week the question, whether 2015 will be the year Australian enters a recession, was asked by one of our subscribers, here is what I had to say in response: continue…
by Roger Montgomery Posted in Economics, Foreign Currency, Insightful Insights, Market commentary.
