Insightful Insights

Kathmandu (ASX: KMD) has reported pleasing financial results for the January 2014 half-year. While Kathmandu’s store rollout is well on track, it’s the company’s long term potential that has us excited. continue…

by Ben MacNevin Posted in Consumer discretionary, Insightful Insights.

• 3 Comments
• save this article
• POSTED IN Consumer discretionary, Insightful Insights

As an update to our last post on TPG Telecom (TPM:ASX) in December last year, the read-through from the business’ continued growth (as reported in accounts that were released on Tuesday) is that the future continues to shape up in a promising way. In short? TPG will be a major player in the Australian telecommunications sector – regulatory change notwithstanding.

continue…

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

• 2 Comments
• save this article
• POSTED IN Companies, Insightful Insights, Technology & Telecommunications

I have previously suggested that a very large correction in property prices could occur if the generation of baby boomers, whose wealth is broadly stored in real estate, were required to sell in order to fund their retirement and healthcare expenses.

continue…

by Roger Montgomery Posted in Insightful Insights, Property.

• 15 Comments
• save this article
• POSTED IN Insightful Insights, Property

Recent negotiations with Japanese utilities is likely to see the thermal coal price contracted at US$82/tonne for the year to March 2015, according to Macquarie Research. continue…

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

• save this article
• POSTED IN Energy / Resources, Insightful Insights

A commodity is a basic good or service produced to satisfy wants or needs. It is difficult to generate value when businesses deal in commodities, as there is limited ability to exert pricing pressure. continue…

by Ben MacNevin Posted in Insightful Insights.

• 1 Comments
• save this article
• POSTED IN Insightful Insights

The National Broadband Network is a huge undertaking, with expected costs north of $40b.  While the vision is admirable, the reality is starting to look very untidy.

continue…

by Tim Kelley Posted in Insightful Insights, Technology & Telecommunications.

• 4 Comments
• save this article
• POSTED IN Insightful Insights, Technology & Telecommunications

In September last year, when G8 Education shares were trading for three dollars, we asked: “Is $4.00 unreasonable for G8?”. Seven months later, and with a share price circa 45 per cent higher, we again ask a similar question but this time – is G8 worth more than five dollars? continue…

by Russell Muldoon Posted in Companies, Insightful Insights, Market Valuation.

• 20 Comments
• save this article
• POSTED IN Companies, Insightful Insights, Market Valuation

One business we follow here at Montgomery is ResMed (ASX:RMD), a leading global supplier of sleep apnoea products, including flow generators and associated masks. Some of the attractions of RMD include: continue…

by Tim Kelley Posted in Companies, Health Care, Insightful Insights.

• 5 Comments
• save this article
• POSTED IN Companies, Health Care, Insightful Insights

Flight Centre (ASX: FLT) released its December 2013 half-year results on the morning of Wednesday 26 February 2014. In the hours after the release, the company’s share price declined by 3.5 per cent. From this level, the price then rallied 7 per cent to finish the day at $51.39. What happened? continue…

by Ben MacNevin Posted in Companies, Insightful Insights.

• 3 Comments
• save this article
• POSTED IN Companies, Insightful Insights

In January, we wrote about the need for Mermaid Marine (ASX: MRM) to expand internationally due to their limited domestic opportunities. It has since announced a major overseas acquisition. Have the rough seas subsided? continue…

by Ben MacNevin Posted in Insightful Insights.

• 1 Comments
• save this article
• POSTED IN Insightful Insights