Manufacturing
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diamond in the rough
Scott Shuttleworth
February 26, 2015
We believe we have come across a ‘diamond in the rough’ of sorts and the stock in question is Altium Limited (ASX: ALU), a software design company currently located in San Diego, California. The company creates software that is used for the development of plastic circuit boards. continue…
by Scott Shuttleworth Posted in Insightful Insights, Manufacturing, Technology & Telecommunications.
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Smashed. Look out Kogan, JB, Bing Lee and Harvey Norman
Roger Montgomery
February 24, 2015
Last week in Sydney’s Inner West and only meters from a homeless person’s humpy, a plasma TV sat on the footpath awaiting council collection. A large, flatscreen plasma TV. On the street. In the rain.
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, Manufacturing, Technology & Telecommunications.
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Checking in on Infomedia
Tim Kelley
February 23, 2015
One stock we follow at Montgomery is Infomedia (ASX: IFM). There are a few things we like about Infomedia: continue…
by Tim Kelley Posted in Companies, Insightful Insights, Manufacturing.
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What we do and don’t like about Tassal
Tim Kelley
February 16, 2015
Atlantic Salmon producer, Tassal Group (ASX: TGR) has caught our eye recently. Although the business does not have a great economic track record, it appears that performance has been steadily progressing, following a period of substantial capital investment and management focus, and the half year result just released shows a continuing improvement trend. continue…
by Tim Kelley Posted in Companies, Consumer discretionary, Manufacturing.
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Aftermarket or afterthought?
Scott Shuttleworth
July 14, 2014
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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- POSTED IN Companies, Insightful Insights, Manufacturing, Value.able
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Valuation, not speculation
Ben MacNevin
May 19, 2014
In the space of a fortnight, Treasury Wine Estate (ASX: TWE) has dismissed reports that it has been approached by two separate bidders for the company’s US assets. Speculation of this sort should never form the basis of your investment decision making. continue…
by Ben MacNevin Posted in Companies, Insightful Insights, Investing Education, Manufacturing.
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ResMed in a Holding Pattern
Ben MacNevin
January 31, 2014
ResMed (ASX: RMD) has released its second quarter result for 2014, and once again it was a tale of two cities: the top line growth disappointed, while the bottom line growth impressed. So, amid these two opposing forces, which direction will the company likely take? continue…
by Ben MacNevin Posted in Health Care, Insightful Insights, Manufacturing.
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Australia: Time for Rejoicing?
Roger Montgomery
December 23, 2013
Whenever I have been asked to nominate the worst industries to invest in, I have always cited car manufacturing and airlines. Car manufacturing is an exercise in labour and capital intensive fashion design, while airlines suffer from being input price takers, are beholden (pun intended) to unionised labour, irrational competition and competitors who can secure their fuel for free. And if a commodity is anything that is purchased purely on price and where brand isn’t a consideration, then airlines are selling a commodity too. continue…
by Roger Montgomery Posted in Airlines, Insightful Insights, Manufacturing.
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MEDIA
Holden to cut 500 Australian jobs
Roger Montgomery
April 8, 2013
In this interview on ABC1’s ‘The Business’, Roger discusses with Ticky Fullerton his reaction to the news that car manufacturer Holden is to cut 500 jobs in Adelaide and Melbourne. Watch here.
by Roger Montgomery Posted in Manufacturing, TV Appearances.
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The slow demise of Australian manufacturing?
David Buckland
March 15, 2013
In 1983, 19 per cent of the Australian workforce was in the manufacturing sector. This year, that figure stands at just 9 per cent.
This decline is a common trend across the western world.
So what’s happening to Australian manufacturing and where’s it going?
continue…by David Buckland Posted in Insightful Insights, Manufacturing.
