Technology & Telecommunications
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Is $1.00+ unreasonable for BigAir?
Russell Muldoon
February 28, 2014
When BigAir Group Limited (ASX:BGL) was trading in the low $0.70 range back in September last year, we asked a relatively simple question: was $0.80+ unreasonable for BGL? Our thoughts at the time can be found here. continue…
by Russell Muldoon Posted in Companies, Technology & Telecommunications.
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An Australian World-Beater
Tim Kelley
February 24, 2014
Infomedia (ASX:IFM) is small and not very liquid. Stockbrokers dislike illiquidity, so it doesn’t receive a lot of analyst coverage, and many people may not have heard of it. continue…
by Tim Kelley Posted in Companies, Technology & Telecommunications.
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Credit Corp Maintains Momentum
Russell Muldoon
February 3, 2014
For those who have been reading our quarterly updates for the past few years on Credit Corp Group Limited (CCP), we must be beginning to sound like a broken record. We certainly feel like one. continue…
by Russell Muldoon Posted in Companies, Consumer discretionary, Technology & Telecommunications.
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WHITEPAPERS
Tech stock alert: seduction or value?
Roger Montgomery
December 13, 2013
Tech stocks have a reputation for seducing investors. In the last subscriber-only white paper for 2013, find out which tech stocks are Montgomery investment grade. continue…
by Roger Montgomery Posted in Technology & Telecommunications, Whitepapers.
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Alert: Which Floats Will Sink or Swim?
Roger Montgomery
December 5, 2013
Veda opens near our intrinsic value estimate of $1.77.
As you know we have been speaking about the only game in town being the current rash of IPOs for some time. continue…
by Roger Montgomery Posted in Consumer discretionary, Technology & Telecommunications.
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Hanging Up
Roger Montgomery
November 3, 2013
We found this comment interesting from a global analyst we really like… continue…
by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.
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Is BigAir Flying High?
Roger Montgomery
October 21, 2013
The subject of telecommunications advances and the companies that make up the telco sector are regular topics of discussion at Montgomery Investment Management.
The group’s stalwart is of course Telstra, but despite its popular acceptance as a ‘blue chip’ company, we have tended to avoid investment and preferred, and still own, a number of the second tier competitors. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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The Blue Chips v The Second Line Telecommunication Competitors
David Buckland
September 23, 2013
Appearing on “Your Money Your Call” on Sky Business last Wednesday evening was an interesting and mostly amusing experience. The subject of telecommunications was touched on and my fellow panelist espoused the attributes of Telstra and its blue chip qualities. continue…
by David Buckland Posted in Technology & Telecommunications.
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WHITEPAPERS
NextDC: beyond value territory?
Roger Montgomery
July 5, 2013
Enjoy the next in our 2013 exclusive subscriber-only white paper series.
continue…by Roger Montgomery Posted in Technology & Telecommunications, Whitepapers.
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Budii up!
Ben MacNevin
June 3, 2013
The telecommunications sector is becoming rather crowded. The sector has been traditionally dominated by Telstra and Optus, but a string of acquisitions has seen the market shares of iiNet, TPG Telecom and M2 Telecommunications surge in recent years. Now that this period of consolidation is slowing, these companies will require a greater focus on organic rather than acquisitive growth in order to sustain their impressive earnings. continue…
by Ben MacNevin Posted in Technology & Telecommunications.
