Insightful Insights

We’re just putting the finishing touches on this year’s letters to our investors in both The Montgomery [Private] Fund and The Montgomery Fund. No, we aren’t about to publish the contents of those letters here. You’ll need to become an investor to see that. What we can say is that there is ample evidence to suggest the markets could keep going higher from here. It’s true that many signals suggest that long-term investors buying at today’s levels might be setting themselves up for low returns, but that doesn’t mean prices can’t go even higher (and consequently produce even lower returns for longer-term investors). continue…

by Roger Montgomery Posted in Insightful Insights, Value.able.

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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. We can’t find a plethora of opportunities either. continue…

by Roger Montgomery Posted in Insightful Insights, Investing Education.

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After a four-month search for the right candidate, The Reject Shop (ASX: TRS) has found a new CEO in Ross Sudano. continue…

by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.

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Yesterday, we attended a lunch put on by one of our brokers for a deep-dive into the unlisted retail industry. Here, we gained further insights into the sector, following a raft of negative news flow recently from the likes of Supercheap Auto (ASX: SUL), The Reject Shop (ASX: TRS) and Kathmandu (ASX: KMD). continue…

by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.

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Appearing recently on Your Money Your Call, my fellow panelist recommended Titan Energy Services Limited (ASX: TTN), due to the strong growth in the Queensland coal seam gas industry. Titan’s share price has traded between $0.40 and $3.70 since its listing in late-2011, and at the current $2.13 it has a market capitalisation of $108 million. With only $11m of net debt (at December 2013), the enterprise value is $119m. continue…

by David Buckland Posted in Energy / Resources, Insightful Insights, Value.able.

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It should come as little surprise that we’re fond of finding great value opportunities. But perhaps what you don’t realise is that high quality and good value are not the sole preserve of the stock market… continue…

by Roger Montgomery Posted in Insightful Insights, Value.able.

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Last week I met with several companies in Melbourne, including Burson Group (ASX: BAP), Repco and Super Retail Group (ASX: SUL) to discuss their businesses and what they are presently doing to compete. continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights, Manufacturing, Value.able.

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Let’s play a game. We’re each going to bet $1 on the outcome of a coin flip and see who wins. If you considered playing this game, you would expect to be indifferent to playing, as the outcome to you is essentially zero. continue…

by Scott Shuttleworth Posted in Insightful Insights.

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 Vocus worth $6.10?

On Tuesday, we reported on the exciting future for Vocus Communications (ASX: VOC) after their AU$107.7m acquisition of New Zealand’s largest ducted inter-city fibre optic network operator, FX Networks. continue…

by Russell Muldoon Posted in Companies, Insightful Insights, Takeovers, Technology & Telecommunications, Value.able.

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(Additional commentary by Roger Montgomery.)
Navitas (NVT: ASX) has announced that its largest University Pathways partner – Macquarie University – will not extend its partnership after 12 February 2016. continue…

by Ben MacNevin Posted in Insightful Insights.

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