Insightful Insights
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Did we see any new opportunities in 2014?
Roger Montgomery
January 8, 2015
Over the next few days, we will take a look back at 2014 and highlight the most popular articles based on your views and comments.
Each week, we scan the market for fresh opportunities. If you’re doing the same – only to come up with a very small handful of desirable candidates (many of which you probably own already) – then you’re in good company. More important than our list is the observation that there are enough high quality candidates to at least fill part of a portfolio.
I was thinking about why there might just be an almighty stock market boom sometime between now and 2016.
In September, one of our preferred ‘Sells’ over recent years has been Arrium Ltd (ASX: ARI), formerly known as OneSteel.
by Roger Montgomery Posted in Companies, Insightful Insights, Market Valuation.
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What captured your interest in Q2 2014?
Roger Montgomery
January 7, 2015
Over the next few days, we will take a look back at 2014 and highlight the most popular articles based on your views and comments.
The mention of house prices falling and negative gearing was a popular post.
In May, we talked Coca-Cola Amatil share price having declined by 40 per cent, and the duopoly that makes up Australia’s grocery retail landscape has putting the company on a strict diet of shrinking volumes, values and loss of market share to Schweppes and more particularly, the category known as “Private Label” soft drinks.
The forecast Australian population growth from 23 million to 40 million by 2060 bodes well for self-storage providers – and small-cap National Storage is no exception. We take a closer look at how the third-largest self-storage provider is positioned. Note, you will need to log in as a subscriber to see this paper.
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, Investing Education, Property, Value.able.
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Key issues for 2015
Roger Montgomery
January 5, 2015
In December I wrote an article for the ASX Investor Update, I thought I would share my thoughts with you as a welcome back to the year ahead.
What you should be watching out for in 2015 and what to expect with property prices, index funds and shares. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Energy / Resources, Financial Services, Insightful Insights, Investing Education.
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What risk are they managing?
Tim Kelley
December 23, 2014
One of our peeves at Montgomery is fund managers who ‘hug’ the index. A manager might for example take an underweight position in BHP by allocating 5 per cent of a portfolio to it, when BHP makes up around 7 per cent of the index. This leaves them with a 2 per cent underweight position, which can fund an overweight position in some other large cap stock. If they charge investors a fee of 100 basis points for this type of ‘active’ management, the investors are getting a raw deal. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education, Value.able.
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Corporates behaving badly?
Roger Montgomery
December 22, 2014
Court finds Coles engaged in unconscionable conduct and orders Coles pay $10 million penalties.
The Federal Court has today, by consent, made declarations in two proceedings instituted by the ACCC that Coles Supermarkets Australia Pty Ltd engaged in unconscionable conduct in 2011 in its dealings with certain suppliers.
The Court has also ordered Coles pay combined pecuniary penalties of $10 million and costs. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Insightful Insights.
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Punting a turnaround?
Roger Montgomery
December 19, 2014
Macau gaming revenues look set to go from bad to worse. According to reports in The South China Morning Post yesterday, Beijing is giving its Ministry of Public Security powers to crack down on illegal money laundering through Macau, in what is described as an unprecedented move.
Money laundering through Macau has, it is speculated, been a primary channel through which wealthy Chinese channel money out from the mainland. continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights.
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It’s only just begun
Ben MacNevin
December 19, 2014
For those hoping that 2014 will see the end of the mining downturn, the fallout may have only just begun.
A bellwether of the Perth market has released profit guidance that paints a very grim picture of economic conditions in the west. continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights.
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Should you ignore the hype?
Scott Shuttleworth
December 19, 2014
TPG Telecom Limited (ASX: TPM) has been sold off sharply over the past few days presumably post the Government’s response to the Vertigan Panel’s review of the National Broadband Network & telecommunications industry which you can find here.
The report contains a lot of material, an analysis of which could extend for several pages, so below we attempt a more concise review of some of the changes and their potential implications for TPG as we currently see them. continue…
by Scott Shuttleworth Posted in Insightful Insights, Investing Education, Technology & Telecommunications.
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Is Woolies headed for a downgrade?
Roger Montgomery
December 18, 2014
The Sydney Morning Herald today reported, what appears to be shocking behaviour, by Woolworths (ASX:WOW) and suggests the company is really feeling the pressure at the moment. If the allegations reported by Fairfax are correct, one must wonder how the methods are any different to the stand-over tactics employed by the gangsters of the 50’s and 60’s. It certainly doesn’t seem to be the behaviour of responsible corporate citizens, rewarded with millions in salaries and bonuses. continue…
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights.
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Sirtex Medical vs BTG?
Russell Muldoon
December 18, 2014
We have watched the share price fall in Sirtex Medical over the past week with some interest, and whilst we don’t take our cues from price action alone, we did a fair amount on enquiry as to what had spooked investors over such a short space of time. continue…
by Russell Muldoon Posted in Health Care, Insightful Insights, Investing Education.
