Search Results for: thorn group

What’s going on … is there nothing to discuss? We recently held our shortest investment committee meeting. I timed it. It went for 22 minutes. What gives? Continue…

by Roger Montgomery Posted in Investing Education, Market Valuation.

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Vesna Poljak writes an article about industries that benefit from record low interest rates. She mentions Roger Montgomery and his view on infrastructure stocks. Read here.

by Roger Montgomery Posted in In the Press.

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Uber is a classic disruptive business model, offering a service of convenience and generally lower prices to their passengers and additional work for their “partner drivers”.  Taxi drivers are protesting as the value of their “plates” suffer from structural decline. Continue…

by David Buckland Posted in Insightful Insights, Technology & Telecommunications.

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APRA released quarterly statistics for the private health insurance industry during the week. While the data showed rising gross margin trends for the insurers as a result of slowing hospital treatment volume growth, there were trends in the premium data that will be concerning for the Government. Continue…

by Stuart Jackson Posted in Health Care, Insightful Insights.

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Global returns and interest rates are so low that in Denmark borrowers are finding their mortgage balances are declining, even without making payments, because interest rates are negative. Elsewhere, high-quality companies are trading at eye-watering multiples. In private equity, too much money is chasing too few opportunities, and meanwhile investors are happy to buy property that is yielding barely more than bank interest despite the higher risk profile. Continue…

by Roger Montgomery Posted in Insightful Insights, Property.

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In this article for the Switzer Super Report, Roger shares his views on Vita Group Limited (ASX: VTG). Read here.

by Roger Montgomery Posted in On the Internet.

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In this column published in The Australian, Roger discusses the Australian property market and REA Group. Read here.

by Roger Montgomery Posted in In the Press.

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As the population ages more Australians will feed through the hospital system, so to understand how the system may handle this inflow it pays to look at how different age groups are currently treated. Continue…

by Ben MacNevin Posted in Health Care, Insightful Insights.

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REA Group (ASX: REA) has reported a 20 per cent increase in revenue in the third quarter. We summarise the key points in this blog post.

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by Roger Montgomery Posted in Insightful Insights, Property.

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The May 2016 Confession Season has begun with a bang.  Already we have seen dividend cuts (ANZ), earnings savaged (SurfStitch), CEO resignations (CoverMore and SMS Management & Technology), an expected recurring hole in earnings (Telstra) and severe competition (Woolworths).  A summary follows: Continue…

by David Buckland Posted in Insightful Insights.

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Investors could be forgiven for feeling slightly anxious on the back of the news coming out of Australia’s real estate market. Continue…

by Scott Shuttleworth Posted in Insightful Insights, Property.

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McGrath Estate Agents (ASX: MEA) share price fell over 30 per cent on the back of an announcement that its profits will fall short of the prospectus forecasts in FY16.

The company blamed an “unforeseen low volume of listings and sales” that started to emerge in the latter part of March. Prior to this, the company was performing slightly ahead of the prospectus forecasts. Continue…

by Stuart Jackson Posted in Insightful Insights, Property.

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by Roger Montgomery Posted in Companies, Insightful Insights.

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Last year’s final report from the Financial Services Inquiry (FSI) made a large number of recommendations. These included lowering the cap on the maximum interchange fee a bank is allowed to charge on a credit card transaction. Continue…

by Stuart Jackson Posted in Insightful Insights.

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In a recent post here, we explored the Online Travel Agent (OTA) space and came away with a view that barriers to entry in the industry were arguably low, which went a fair way to explaining why there are so many agencies already in existence. It appears that this piece was unknowingly well-timed. Continue…

by Russell Muldoon Posted in Insightful Insights.

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Vita Group Limited (ASX: VTG) is an established operator of retail telecommunications product resellers. It holds a Master Agreement with Telstra Corporation (ASX: TLS) to run 100 Telstra retail outlets. This is a key driver of its performance over the last half a decade from which it evolved as an operator earning circa $7m in underlying earnings to $18m in FY15. Continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

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Return on Equity (ROE) is a powerful metric to assess the value of a company, but investors must be careful to distinguish between Incremental ROE and Overall ROE with forward projections. Continue…

by Ben MacNevin Posted in Insightful Insights.

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Several weeks ago we blogged on the prospects of Henderson Group PLC (ASX: HGG). Since that time, the firm reported its 2015 result and it seems timely to review the result and check its prospects. Continue…

by Scott Shuttleworth Posted in Companies, Financial Services.

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Vocus Communications Limited (ASX: VOC) reported its half year results last Friday. Those who have kept track of the firm will recall it’s medley of acquisitions over the past year. Vocus is now essentially 5 businesses in one (Vocus, Amcom, FX Networks, M2 Telecommunications & Call Plus). Continue…

by Scott Shuttleworth Posted in Insightful Insights.

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Peter Ker writes an article about BHP’s interim results. He mentions Roger Montgomery and his view that investors will always get burned chasing fads. Read here.

by Roger Montgomery Posted in In the Press.

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