Search Results for: thorn group
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What WPP’s results tell us about adspend in the digital age
David Buckland
March 6, 2018
WPP is the world’s largest communications services group. As such, it’s a good indicator of how digital disruption is affecting advertising budgets. So its 2017 results, and market outlook, make interesting reading. Continue…
by David Buckland Posted in Companies.
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Money News 27.02.2018
Roger Montgomery
March 1, 2018
In this interview with Ross Greenwood on Money News I discussed REA Group, the number of houses listed since 2011 has been in a steady decline, so how is it that REA’s profits have been increasing? Continue…
by Roger Montgomery Posted in Radio.
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Why #MeToo is just the start of a major social change
Roger Montgomery
February 21, 2018
On Valentine’s Day 1967, American soul diva, Aretha Franklin, laid down a song that was to propel her to stardom – Respect. It was hailed as a civil rights anthem and turned her into a feminist icon. Fast forward 51 years, and we are now seeing the makings of a feminist tsunami that should make Aretha proud. Continue…
by Roger Montgomery Posted in Insightful Insights.
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Beware the pitfalls of speculating on this market
Roger Montgomery
February 19, 2018
Most of us know of the volatility index, otherwise known as the VIX. But the inverse index – the XIV – was little known until a recent story surfaced about a trader who lost $4 million when the XIV lost 96 per cent of its value in one day. It was a sobering reminder that this bull market can’t roll on forever. Continue…
by Roger Montgomery Posted in Market commentary.
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WHAT DRIVES INVESTMENT PERFORMANCE?
Tim Kelley
February 2, 2018
We recently undertook an analysis to try to better understand the structure and behaviour of the equity market, with a view to identifying cause and effect relationships that drive investment performance. While the work is ongoing, some interesting early findings are emerging.
Continue…by Tim Kelley Posted in Investing Education.
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Money News 30.01.2018
David Buckland
February 1, 2018
In this interview with Ross Greenwood, David discusses the stock market. Which fashion group is closing 100 stores this year 300 next year? And is there value in Sirtex?
by David Buckland Posted in Radio.
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7 bitcoin alternatives
Lisa Fedorenko
January 25, 2018
This is a follow-up piece to part 1, in which we discussed some of the technical limitations of the Bitcoin blockchain implementation. Today I’m going to give a brief introduction to seven[1] alternative cryptocurrencies. I will start with four strongly performing currencies which aim to address some of the issues in Bitcoin. Then I’ll introduce three more amusing alternatives. Continue…
by Lisa Fedorenko Posted in Editor's Pick, Foreign Currency.
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Should value investors steer clear of Myer?
Roger Montgomery
January 15, 2018
There was a time when department stores were a go-to destination for most shoppers. But not anymore. Today, department stores are doing it tough. And, for the likes of Myer (ASX:MYR) and David Jones, there seems no respite in sight. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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Is foreign money laundering boosting Aussie property prices?
Andreas Lundberg
December 22, 2017
We keep hearing government ministers and industry players say that the best way to improve housing affordability is to boost housing supply. The problem is, there are other forces contributing to soaring property prices. And one of them is foreign money laundering – something our governments seem reluctant to tackle. Continue…
by Andreas Lundberg Posted in Property.
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TradeMe looks set for long-term revenue growth
Stuart Jackson
November 28, 2017
Lately, we are hearing many investors lament that it’s getting hard to find value in our market. Well, there are still pockets of value. And TradeMe (ASX:TME), New Zealand’s largest online auction and classifieds website, could be one of them. Continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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Two reasons we don’t invest in mining firms
Andreas Lundberg
November 13, 2017
As most of our readers likely know, you are very unlikely to see any Montgomery managed funds invest in mining companies. And recent news out of China supports our investment approach. Continue…
by Andreas Lundberg Posted in Energy / Resources.
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Three factors that drive private hospital profits
Lisa Fedorenko
November 10, 2017
As an investor, there’s a lot to love about private hospital businesses, like Ramsay Healthcare (ASX:RHC) and Healthscope (ASX:HSO). For a start, they’re hard to disrupt. They also benefit from Australia’s ageing population, with its rising demand for health services. But the factors that influence profitability are a bit more complex. Continue…
by Lisa Fedorenko Posted in Companies, Health Care.
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Why REA Group continues to be a core Montgomery holding
Scott Shuttleworth
November 7, 2017
REA Group’s (ASX: REA) share price has soared around 50 per cent over the last 12 months, with the market confirming our strong conviction that this is a really high-quality business. And, pleasingly, there are several drivers that could propel the firm’s earnings for many years to come.
Continue…by Scott Shuttleworth Posted in Companies, Property.
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Why we’d like to own Macquarie – but not just yet
Andreas Lundberg
October 27, 2017
We like high quality businesses. And Macquarie Group (ASX: MGQ) is clearly one of those. So, you may wonder, why don’t we hold it in our funds? Continue…
by Andreas Lundberg Posted in Companies.
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Which retailers will survive after Amazon hits our shores?
Roger Montgomery
October 26, 2017
How much will Amazon (NASDAQ: AMZN) hurt our retailers when its local website launches later this year? Quite a lot, it seems, if the plunging share price of some businesses is anything to go by. But it’s not all doom and gloom. Some retailers should continue to thrive. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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What the health reforms mean for your wallet, and private health businesses
Stuart Jackson
October 26, 2017
The Australian government has just announced a raft of changes to private health insurance. The reforms should make health cover more affordable, and more attractive for consumers. And this in turn should be beneficial for hospital operators, at least in the short term. Continue…
by Stuart Jackson Posted in Health Care.
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Has Select Harvests gone nuts?
Andreas Lundberg
October 13, 2017
Just as we start to believe we have seen everything, all of a sudden a company takes us by surprise. Take the recent decisions by Select Harvests, for example. Continue…
by Andreas Lundberg Posted in Companies, Editor's Pick.
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How changes in the AUD affect global-facing businesses
Stuart Jackson
October 5, 2017
The gyrations of the Aussie dollar are a constant focus of media attention. And well they might be. Because, apart from reflecting our national economic health, the strength of the Aussie dollar relative to other currencies has a big impact on exporters, and on businesses that generate earnings overseas. Continue…
by Stuart Jackson Posted in Foreign Currency, Market commentary.
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Real growth in Real estate
Roger Montgomery
October 3, 2017
As many of you know, we have long been supporters of the REA Group (ASX: REA) story with the company a longer term holding in both our domestic and global funds.
Initially we were attracted to the very high rates of return on equity and little or no debt – a function of the company’s dominant position and its ability to charge higher prices even after a decade of competitors offering the same service for free. Continue…
by Roger Montgomery Posted in Companies, Property.
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A fourth dose of bias
Lisa Fedorenko
September 26, 2017
Human brains are incredible – the average generates 50, 000 thoughts per day. Our thoughts and actions are a combination of rational analysed outcomes, and more automated responses – biases we’ve developed over centuries of evolution. Continue…
by Lisa Fedorenko Posted in Investing Education.
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