Insightful Insights
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Sirtex: An education
Russell Muldoon
October 24, 2014
I recently came across this excellent animated educational video produced by Sirtex Medical US, showing how their core medical device, SIR-Spheres, are delivered to inoperable tumours in the liver. continue…
by Russell Muldoon Posted in Health Care, Insightful Insights, Value.able.
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Checking up on: Ramsay Health Care
Ben MacNevin
October 23, 2014
Managing hospitals is a tough gig. The Government and private health insurers exert considerable influence in setting the price for each procedure, which means that hospital operators must have a complete focus on limiting costs in order to maximise earnings. Ramsay Health Care Ltd (ASX: RHC) has excelled in this environment, but we wonder if further margin expansion is possible? continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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How is The Machine going?
Tim Kelley
October 23, 2014
Back in June, we posted series of articles exploring the application of pattern recognition technology in identifying good and bad equity investments. continue…
by Tim Kelley Posted in Insightful Insights, Intrinsic Value.
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A lot has changed in a month – now its Ausdrill’s turn
David Buckland
October 22, 2014
Less than four weeks ago, Ausdrill Limited (ASX: ASL) released its 2014 Annual Report and Notice of AGM. At the time, the company was “…expecting an improved result in FY15 with improvements expected particularly in the Energy Drilling Australia business and in the African Mining Services business”. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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A note on timing (and underperformance)
Russell Muldoon
October 21, 2014
Are you (or is someone you know) guilty of trying to ‘time the market’? Have you ever attempted to sell your shares when trouble looks like brewing, only to buy back into the market when the sky has cleared and all looks safe? continue…
by Russell Muldoon Posted in Insightful Insights, Investing Education, Montgomery News and Updates.
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Crash landing or turbulence?
Roger Montgomery
October 20, 2014
As you would be well aware, nobody is able to control share prices. Even the very best quality companies, purchased at steep discounts to intrinsic value, can fall in price over a week or a month or even a year. And so we aren’t surprised to see the share price of one of our holdings – Flight Centre Travel Group Ltd (ASX: FLT) – not flying as high as we’d like. continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights, Tourism.
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If you can’t beat ’em… join ’em
Scott Shuttleworth
October 17, 2014
The Hong Kong business of REA Group Limited’s (ASX: REA) Realestate.com has been one of a few dull spots on an otherwise bright canvas for quite some time. Through a well-executed move, they seem to have changed their prospects in the country. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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ACCC Takes Aim at Coles Supermarkets
Roger Montgomery
October 17, 2014
The ACCC yesterday issued a press release on its proceedings against Coles Supermarkets for their alleged contravention of the Australian Consumer Law. We’ve highlighted what we believe to be of interest below. You can read the full ACCC statement here. continue…
by Roger Montgomery Posted in Insightful Insights, Property, Value.able.
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Watch this space
Tim Kelley
October 16, 2014
I had the good fortune to attend presentations and discussions with a range of leaders from the telecommunications industry on Tuesday. The space is going to be an interesting one in the years ahead. continue…
by Tim Kelley Posted in Insightful Insights, Technology & Telecommunications.
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A beautiful trade… on your dime
Scott Shuttleworth
October 15, 2014
One of the requirements for the Coalition’s Multi-Technology Mix National Broadband Network (the NBN) is the takeover of Telstra Corporation Ltd’s (ASX: TLS) copper network. The Government and Telstra are currently in contract negotiations, but the telco has already provided (in principal) agreement for a deal with a present value of approximately $11 billion. continue…
by Scott Shuttleworth Posted in Insightful Insights, Takeovers, Technology & Telecommunications.
