Insightful Insights
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Our process in practice
Ben MacNevin
September 16, 2014
Today’s blog post is an example of our investment process in practice, the result of which has enforced our commitment to investing in quality companies with bright prospects at attractive discounts to our estimates of their intrinsic value. continue…
by Ben MacNevin Posted in Insightful Insights, Intrinsic Value, Investing Education, Montgomery News and Updates.
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Giant lumbering
Roger Montgomery
September 15, 2014
For reasons we can only marvel at, Montgomery Investment Management has attracted some incredibly talented individuals. Perhaps it’s the ‘learning with humility’ culture, or perhaps it’s the size and the associated ability to respond quickly and remain flexible. continue…
by Roger Montgomery Posted in Insightful Insights.
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IMF’s USA result
Ben MacNevin
September 15, 2014
Bentham IMF (ASX: IMF) has announced a material case settlement in the USA. It’s a result we feel validates their US expansion. continue…
by Ben MacNevin Posted in Insightful Insights.
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Grocery shopping? Now, put your feet up…
Scott Shuttleworth
September 12, 2014
I thought it would be worthwhile to point out a particular niche in online retailing, more specifically – groceries. In FY14, Woolworths (ASX: WOW) alone sold $1.2 billion of groceries online, and this revenue is clearly in its infancy. continue…
by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.
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More questions than answers…
Scott Shuttleworth
September 11, 2014
Continuing on our NBN theme, the ACCC today announced their findings on the first of several reviews on TPG Limited (ASX: TPM). They were investigating a complaint that TPG – via its plans to deliver fibre-to-the-basement (FTTB) infrastructure – would be in breach of the ‘NBN level playing field’ provisions in the Telecommunications Act. These provisions are intended to give a monopoly-like status to NBN Co. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Where has all the volatility gone?
Tim Kelley
September 11, 2014
Australian and US equity markets have been in a happy mood of late. The index seems to be able to move only in one direction (up), and volatility has dropped to levels not seen for some time. The picture below shows the US market; the Australian market is not too dissimilar. continue…
by Tim Kelley Posted in Insightful Insights.
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A look at CCL’s pricing power
Ben MacNevin
September 10, 2014
At Montgomery Investment Management, we are enamoured with companies that can exert pricing power. Yet with great power, comes great responsibility. continue…
by Ben MacNevin Posted in Insightful Insights.
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The US Labour Market: Inflation not dead and buried
David Buckland
September 9, 2014
With US ten-year bonds range trading between 1.5 per cent and 3.0 per cent over the past two years, there is a view that US inflationary expectations are dead and buried. continue…
by David Buckland Posted in Economics, Insightful Insights.
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The investments are better at Hungry Jacks
Scott Shuttleworth
September 8, 2014
On occasion, I Google Warren Buffett and see what the 84-year-old Oracle of Omaha has been up to. Most recently, he participated in a venture with Hungry Jacks (overseas; Burger King) and I thought it worth sharing a few words. continue…
by Scott Shuttleworth Posted in Insightful Insights.
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The Economic Scene, according to the RBA
Ben MacNevin
September 5, 2014
Following the September Board meeting, the Governor of the Reserve Bank of Australia (RBA) has provided a very thoughtful perspective of the Australian economy and the RBA’s view on asset prices. It’s well worth a read. continue…
by Ben MacNevin Posted in Economics, Insightful Insights, Value.able.
