Search Results for: thorn group
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Stocks to watch if the market over-corrects
Roger Montgomery
November 22, 2018
As Australian property prices correct, it will also drag down the value of a number of allied businesses, such as whitegoods retailers. If the market over-corrects – as it so often does – some good buying opportunities should emerge. Let’s have a look at a few businesses for your watchlist. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary.
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Health insurers feel the pinch as younger people opt out
Stuart Jackson
November 21, 2018
The proportion of Australians with private hospital cover has fallen to its lowest level in 10 years. This is largely because younger people are opting out, shifting the mix of insured people towards older, higher claiming age groups. The resulting cost pressures could be too much for some health insurers, leading to industry consolidation. Continue…
by Stuart Jackson Posted in Insurance.
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Afterpay Touch Group Limited (ASX:APT) Share Price Falls 5% As ASX Declines
Roger Montgomery
November 15, 2018
Rask Media published an article discussing After Touch Pay’s recent share price fall, taking note of Roger’s views that falling consumer confidence could have an impact on many companies exposed to consumer discretionary sending. Read here.
by Roger Montgomery Posted in On the Internet.
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Short-sellers: friend or foe?
Dean Curnow
November 15, 2018
The VGI thesis on Corporate Travel Management (ASX: CTD) has certainly been grabbing the headlines. Catching up on the weekend media, you only have to google “VGI + Corporate Travel” and there is at least 10 plus updates from various publications over the last 30 days. There is certainly a dichotomy of opinions on the topic, especially amongst the financial intermediary market. Continue…
by Dean Curnow Posted in Investing Education.
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The Great Australian Dream Damaged?
Roger Montgomery
November 8, 2018
It’s always a relief to wake up from a nightmare and while we believe that the nightmare for property investors may have only just begun, there may be relief, or even a silver lining, in the form of lower bank share prices. Continue…
by Roger Montgomery Posted in Financial Services.
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The Technology of Finance
Roger Montgomery
November 7, 2018
Among the very best performing shares since July, and indeed through reporting season, were financial technology companies such as Iress (ASX:IRE), Praemium (ASX:PPS) and Bravura Solutions (ASX:BVS). Other companies in this space include, HUB24 (ASX:HUB), Netwealth (ASX:NWL) and GBST (ASX:GBT). Continue…
by Roger Montgomery Posted in Companies, Financial Services.
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Part 2: Stay or leave?
Roger Montgomery
October 25, 2018
In our last article we demonstrated that ‘time in’ the market is clearly important but let me first remind you that if you are investing for the long-term, you must stick to ‘quality.’ Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Is our market lulled into a false sense of security?
Roger Montgomery
October 22, 2018
One look at the best performers on the ASX tells you the market is sanguine about risk. How else to explain the soaring valuations of companies like Afterpay, Appen and Altium? I fear this is the calm before the storm, and today’s high returns and low volatility might soon make way for lower returns and higher volatility. Continue…
by Roger Montgomery Posted in Market commentary.
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Online platforms are changing the way we buy cars
Roger Montgomery
October 12, 2018
Back in 2014, Warren Buffett surprised the world by acquiring the fifth-largest car dealer in the United States, the Van Tuyl Group. Clearly, Buffett bet that the traditional face-to-face, kick-the-tyres, test drive and trade-in approach to buying a car would not change any time soon. But recent online start-ups could prove him wrong. Continue…
by Roger Montgomery Posted in Companies.
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How the rising US 10-year bond yield could affect your portfolio
Joseph Kim
October 11, 2018
Macro considerations are not a major driver of investment decisions at Montgomery. But when we assess the potential risks and returns of a business, we still need to be aware of major global developments. Right now, a key development is the rising US 10-year Treasury bond yield – which could have a big impact on a number of stocks. Continue…
by Joseph Kim Posted in Global markets.
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Nufarm’s results were in line with guidance, but should you be concerned?
Stuart Jackson
October 5, 2018
Research by University of Melbourne scientists* has found that Australia’s drought may be the worst in 800 years. It’s been devastating for our farmers, and is also likely to be hitting many agriculture companies. So the recently announced FY2018 result by agricultural chemical company, Nufarm (ASX:NUF), makes interesting reading. Continue…
by Stuart Jackson Posted in Companies.
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Could FAANG stocks feel the bite of government regulation?
Roger Montgomery
October 4, 2018
In the blink of an eye, an elite group of tech businesses has come to dominate the markets, and influence our lives. These are the FAANG stocks – Facebook, Amazon, Apple, Netflix and Google. But with US and European governments seeking to regulate these businesses, there’s a chance their dominance could soon be challenged. Continue…
by Roger Montgomery Posted in Companies.
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Four predictions for global markets
Roger Montgomery
September 27, 2018
Ten years after the global financial crisis, and following a sustained rebound in world markets, predictions of gloom are coming in thick and fast. How concerned should we be that the good times are coming to an end? To help you reach some kind of conclusion, I’ve included the latest forecasts from four industry leaders. Continue…
by Roger Montgomery Posted in Global markets.
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Alibaba: Tariff war has thwarted the pledge to create one million US jobs
David Buckland
September 21, 2018
On the back of the recent announcement that Jack Ma will be stepping down as Chairman of Alibaba Group Holding (BABA US) in September 2019, the company has just completed a three-day investor conference. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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Just do it – how Nike’s $6bn loss was really its gain
Joseph Kim
September 17, 2018
The marketing gurus at sports apparel behemoth Nike recently launched a controversial advertising campaign in the U.S featuring one Colin Kaepernick. For those that don’t follow American Football or gridiron, Colin Kaepernick was once a star quarterback in the National Football League who generated significant controversy and debate following his decision to kneel during the National Anthem before games to protest police brutality. Continue…
by Joseph Kim Posted in Companies.
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Steadfast delivers a reassuring set of numbers
Roger Montgomery
September 10, 2018
Steadfast Group (ASX:SDF) is the largest general insurance broker network and group of underwriting agencies in Australasia. It also has growing operations in Asia and Europe. Two of our funds own shares in the company, so we were eager to read its FY2018 results. Here are our initial impressions. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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THE GICS SHIFT
Roger Montgomery
September 7, 2018
We think the following note we received from one of our research subscriptions, McAlinden Research Partners is of interest and worth republishing in its entirety. Continue…
by Roger Montgomery Posted in Consumer discretionary, Technology & Telecommunications.
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How REA benefits from a weakening property market
Roger Montgomery
August 22, 2018
With this weakening property market comes a decrease in auction clearance rates, credit availability and home prices. So how does REA Group (ASX:REA) benefit from this? REA’s revenues have little to do with real estate prices and everything to do with listings volume and advertising yields (pricing and mix shift). Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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JB Hi-Fi and Good Guys report
Roger Montgomery
August 13, 2018
We’re keeping a very close eye on electronics retailers like JB Hi-Fi (ASX:JBH). Not only are they exposed to any slowdown in the economy, but they are also exposed to changes in conditions for real estate & renovation demand (especially The Good Guys) as well as credit conditions. Continue…
by Roger Montgomery Posted in Companies.
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Emerging Reporting Season Themes…
Roger Montgomery
August 10, 2018
Inevitably, many themes will emerge from this year’s reporting season and you can look out for more than a few here at the blog. Continue…
by Roger Montgomery Posted in Companies.
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