Insightful Insights
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Seeking Perfection* (*with apologies to George Orwell)
Ben MacNevin
September 13, 2013
It was a rather gloomy week of economic data releases – total job advertisements in Australia and New Zealand were down by 2 per cent for the month of August, while unemployment rose from 5.7 per cent to 5.8 per cent over the same period. And yet the share price of Seek, Australia’s leading employment classifieds website owner, has risen by 1.7 per cent over the week. That raises the question; why are the rising unemployment headlines not having the same adverse impact on the company’s performance as they once did? continue…
by Ben MacNevin Posted in Companies, Economics, Insightful Insights, Value.able.
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Is $4.00 unreasonable for G8?
Russell Muldoon
September 12, 2013
A few months ago, with their shares trading for $3.80, we asked the question: “Is $5 unreasonable for Ainsworth?” After the subsequent, high quality profit announcement for 2013, and very bright prospects indicated by management for 2014, we believe $5.00 in the next 12-24 months, might not be unreasonable at all. continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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Don’t bet the house on it
Tim Kelley
September 9, 2013
With record low interest rates helping to focus investor attention on the property market, and James Packer directing some surplus cash into US online real estate investments, one little-known company that has received some renewed attention recently is Onthehouse Holdings Limited (OTH). continue…
by Tim Kelley Posted in Companies, Insightful Insights.
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What’s cooking for Goodman Fielder?
Ben MacNevin
September 6, 2013
Goodman Fielder produces many of the fast moving consumer goods you would recognise, with brands such as Helga’s bread, Paradise Biscuits, White Wings and Meadow Lea in its repertoire. But despite this enviable suite of brands, the company incurred considerable losses in both 2011 and 2012 and was burdened with debt during the GFC. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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Lessons of history
Roger Montgomery
September 5, 2013
As we lurch towards another election with an inevitable outcome, we at Montgomery are surprised by the expectations, held by some, that something dramatic will change next week. continue…
by Roger Montgomery Posted in Insightful Insights.
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Enthusiastic for property?
Roger Montgomery
September 4, 2013
In this interview with Ticky Fullerton on ABC’s The Business, Roger talks about whether he’s enthusiastic about the property market in Australia – and whether value investors should be.
by Roger Montgomery Posted in Insightful Insights, Property.
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iSelect(ed something else)
Roger Montgomery
September 3, 2013
Back in June, June 13 to be precise, our very own Russell Muldoon wrote about the IPO of iSelect. It was being touted as the “hottest float of the year” by some but we weren’t interested. continue…
by Roger Montgomery Posted in Companies, Insightful Insights.
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Down but not out
Russell Muldoon
September 2, 2013
Whilst we do not own the shares in the business and haven’t for some time, we previously commented on a number of headwinds we thought Blackmores was facing. Naturally we read their full year result with interest to see how things are progressing. continue…
by Russell Muldoon Posted in Health Care, Insightful Insights, Value.able.
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Coalition in position to transition
Ben MacNevin
August 30, 2013
With nine days before the election, SportsBet has made the unprecedented move of declaring the Federal Election a one-horse race and has paid out all bets on the Coalition. continue…
by Ben MacNevin Posted in Insightful Insights.
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Best of the Best
Roger Montgomery
August 29, 2013
The peak week for reporting season has a been a good one for plenty of companies owned by Montgomery funds. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Investing Education.
