Search Results for: thorn group
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Soaring crane numbers tell the story of our apartment boom
Roger Montgomery
October 25, 2016
Have you noticed how many cranes are piercing the skyline? Rider Levett Bucknall’s Crane Index reports there are now 663 cranes across Australia’s capital cities – mostly involved in home building. Continue…
by Roger Montgomery Posted in Property.
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Price takers versus price makers
Roger Montgomery
October 19, 2016
In this interview with Ross Greenwood, Roger discusses Santos, REA Group and Australian supermarkets.
by Roger Montgomery Posted in Radio.
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Updating Realestate
Roger Montgomery
October 17, 2016
Realestate.com (REA:ASX) is the kind of business we like. It’s a price maker, not a price taker. We believe it will continue to perform well as the property market matures. Continue…
by Roger Montgomery Posted in Companies, Property.
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Who will win when Facebook takes on TradeMe?
Stuart Jackson
October 12, 2016
One of the stocks we hold in the domestic portfolios is TradeMe (TME:ASX). The company is an online marketplace for goods – effectively the eBay of New Zealand – and enjoys a dominant market position. But that could soon change. It is about to go head-to-head with Facebook, which has announced the launch of its own marketplace function. We will be watching TradeMe’s tussle with Facebook very closely. Continue…
by Stuart Jackson Posted in Companies.
TaggedFacebook, TradeMe (TME)- 1 Comments
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POSTED IN Companies.TaggedFacebook, TradeMe (TME)
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Active vs Index Investing
Tim Kelley
October 10, 2016
Last year, when US basketball star LeBron James asked Warren Buffett for investment advice, Buffett advised him to buy an index fund. “Usually the simplest [idea] is the best,” said Buffett. His advice added to the debate about the merits of active fund management versus index investing. Continue…
by Tim Kelley Posted in Editor's Pick, Market commentary.
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Should value investors make use of news alerts?
Ben MacNevin
October 7, 2016
At 4:47pm on Monday, 3 October, Bloomberg flashed an alert – “Henderson Group News Demand Jumps; Stock Little Changed”. Fifteen minutes later, the $US6 billon merger of Henderson and Janus Capital was formally announced. It was a reminder of the power of big data analytics for share traders. Continue…
by Ben MacNevin Posted in Companies.
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POSTED IN Companies.TaggedHenderson (HGG)
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Activity behind the scenes
David Buckland
October 6, 2016
In this interview with Ross Greenwood, David Buckland discusses Henderson Group, upcoming floats and record low interest rates in Japan.
by David Buckland Posted in Radio.
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It’s time to consider short-selling as a mainstream investment strategy
Roger Montgomery
October 4, 2016
In an environment where low returns are the corollary of high asset prices – and the best-case scenario for most investors – any strategy that can add alpha from short-selling needs to move from the ‘alternative’ space into the mainstream. Yes, it’s time to consider short-selling as part of your investment strategy.
Continue…by Roger Montgomery Posted in Market commentary.
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Why we steer clear of hockey-stick forecasts
Tim Kelley
September 28, 2016
At Montgomery, our investment approach is strongly evidence based. We look for quality businesses with a history of positive earnings, and we steer away from those with negative earnings even when there is a ‘great turnaround story’ to tell. It means we sometimes miss out on making super-normal gains. But, more often, it means we avoid being disappointed when a hockey-stick forecast falls flat. Continue…
by Tim Kelley Posted in Market commentary.
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Reasons to invest in a market neutral fund
Roger Montgomery
September 21, 2016
Buy low. Sell high. That’s all there is to it, right? Well, not quite. You see there are alternative strategies that not enough investors are taking advantage of. You could sell first and buy later at a lower price. As long as the selling is at a higher price than the buying, it doesn’t matter which comes first, you’ll still make a profit. Continue…
by Roger Montgomery Posted in Market commentary.
Taggedalternatives, interest rates, market neutral- 3 Comments
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Should you buy gold?
Roger Montgomery
September 6, 2016
A bubble blown large enough will inevitably pop. And as gold bugs pump up the price of the precious metal, we hasten to warn our readers that this, too, is a bubble that will, sooner or later, burst. Moreover, gold is not a long-term investment. Our advice is to heed the words of Warren Buffett and stay away from gold. Continue…
by Roger Montgomery Posted in Energy / Resources.
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Two strong reports – Vita Group and Altium
Roger Montgomery
September 5, 2016
In this article for the Switzer Super Report, Roger explores arguably two of the reporting season’s best results. Read here.
by Roger Montgomery Posted in On the Internet.
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And the gold medal goes to…
Roger Montgomery
September 5, 2016
As we’ve pointed out recently, it’s getting harder and harder to find quality Australian businesses with really strong prospects. Which is why we are quite excited about Altium (ASX:ALU) and Vitagroup (ASX:VTG). Their profit results for FY16 were arguably two of the reporting season’s best.
Continue…by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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After a big price drop, is IPH now a buy?
Ben MacNevin
September 2, 2016
IPH (ASX: IPH) was one of 2014’s hottest floats. It listed at $2.10 and peaked at $9.34 in February 2016. But with its share price now below $5.50, does IPH present an investment opportunity? Continue…
by Ben MacNevin Posted in Companies.
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Like, wow! Global Internet users just hit 3 billion
David Buckland
August 29, 2016
In what seems like the blink of an eye, the number of global internet users has just reached 3 billion – that’s just under half the estimated world population. And a third of the world owns a smartphone. The trends for activities like photo-sharing and e-commerce are just as explosive. Continue…
by David Buckland Posted in Technology & Telecommunications.
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Why rational investing requires a long-term view
Tim Kelley
August 24, 2016
Let’s do something in honour of Rational Decision Day[1] today, and try to advance the cause of sound investment decision making. Continue…
by Tim Kelley Posted in Investing Education.
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Why you should stick with quality businesses
Tim Kelley
August 17, 2016
So far, 2016 hasn’t been an easy time for quality-oriented investors. If you look at returns across the ASX, low quality companies, like many in the Materials and Energy sectors, have provided stellar returns, while high quality companies have delivered comparatively boring returns. Despite this, we don’t believe it’s time to abandon quality businesses. Continue…
by Tim Kelley Posted in Editor's Pick, Market commentary.
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Is this another signal that a bubble is forming?
Roger Montgomery
August 16, 2016
From skirt lengths, to magazine covers to public protests and the rise of ant-establishment voting, signals are everywhere. And, as investors, we need to pay attention to them. Which is why the imminent sale of the long-held Soul Pattinson building in Sydney’s Pitt Street Mall caught our eye. To us, it’s yet another signal that asset prices are over-stretched. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Reporting Season
Roger Montgomery
August 9, 2016
In this interview with Ross Greenwood, Roger discusses the reporting season and mentions results for Carsales and REA Group.
by Roger Montgomery Posted in Radio.
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How to assess Henderson post-Brexit
Scott Shuttleworth
August 9, 2016
Before Brexit, Henderson Group PLC (ASX: HGG) was a core holding for many Australian investors seeking international exposure. Since then, its share price has plunged about 20 per cent. HGG has just reported its 1H16 result, and we still like the business, but there are some provisos. Continue…
by Scott Shuttleworth Posted in Financial Services, Stocks We Like.
TaggedBrexit, Henderson Group (HGG)- 2 Comments
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POSTED IN Financial Services, Stocks We Like.TaggedBrexit, Henderson Group (HGG)