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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WHITEPAPER
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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.
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Threats to Cochlear’s market position?
Tim Kelley
April 22, 2013
Many readers will have noticed the dramatic fall in the price of Cochlear (COH) shares from above $80 per share at the start of February to below $60 recently. COH is an Australian-based world beater in cochlear implants (note that “cochlear” is both the name of the company (COH) and the part of the inner ear into which cochlear implants are implanted, whether they are supplied by COH or a competitor). At Montgomery, we are big fans of COH, and in the past it has been a significant holding of the Montgomery [Private] Fund. With the recent decline in share price we have again been taking interest in the business.
continue…by Tim Kelley Posted in Insightful Insights, Technology & Telecommunications.
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The post-PC revolution
Roger Montgomery
April 17, 2013
At Montgomery we have several investment themes that influence our enthusiasm for an investment that meets all our other criteria.
continue…by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications, Value.able.
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Does intellectual property have the value it once had?
Tim Kelley
April 10, 2013
A strong competitive “moat” is one of the features we value in a business. Moats can take many different forms, but one appealing type of moat is that provided by intellectual property, ideally protected by patents.
Companies like Cochlear, Resmed and Codan are good examples of businesses that owe part of their prosperity to technology that provides an edge over competitors. In many cases, this edge has been built and maintained over many years through substantial investments in R&D.
continue…by Tim Kelley Posted in Consumer discretionary, Insightful Insights, Technology & Telecommunications.
