Insightful Insights
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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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Please Sign Here
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.
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Not always a leisurely path
Ben MacNevin
February 20, 2015
A company that generates stable cash flows is highly appealing, as it allows management to redistribute capital with a considerable amount of visibility. Yet investors should always value new growth opportunities on a stand-alone basis, and not allow the stability of the core business to influence the perceived risk of new endeavours. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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China Watch #2
Roger Montgomery
February 19, 2015
Recently Australian Financial Review Journalist Angus Grigg reported an interesting admission by a director at China’s State Administration of Foreign Exchange (SAFE). It’s a big deal for a SAFE official to be making such statements publicly.
Here’s the highlights: continue…
by Roger Montgomery Posted in Energy / Resources, Foreign Currency, Insightful Insights.
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IMF: Discussion with Management
Ben MacNevin
February 18, 2015
IMF Bentham (ASX: IMF) released pleasing first-half 2015 results, though there were some particular points which required clarification, as highlighted in our previous post. We have since met with management where these key points, amongst others, were discussed. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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Will the Greeks wreck your retirement?
Roger Montgomery
February 17, 2015
On Monday night, the US markets were closed for the Presidents’ Day holiday but Greece was not sleeping comfortably.
To understand whether there are risks to your wealth from Greece’s posturing (and remember the US markets return to work tonight) it pays to understand where we are currently and how we arrived at this juncture. If you would like to know more read on. continue…
by Roger Montgomery Posted in Economics, Financial Services, Foreign Currency, Insightful Insights, Market commentary.
