Read my latest article for the Australian titled, Why the onward march of AI and the tech titans demands change READ NOW
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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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Bank Results in a Nutshell
Roger Montgomery
November 9, 2017
Stuart Jackson, Portfolio Manager for The Montgomery [Private] Fund and Senior Analyst whipped up the following summary of the Big Four bank’s 2017 results for a TV interview during which the host decided to chat about something else.
So here’s are Stuart’s thoughts – now exclusive to the insights blog! Continue…
by Roger Montgomery Posted in Financial Services.
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Four lessons for retailers who want to survive
Roger Montgomery
November 9, 2017
The increasing challenges faced by our retailers are well documented. But from adversity can come opportunity, provided a business is prepared to innovate. And from the US comes the story of a retailer that did innovate, and has done more than just survive – it has thrived. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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MEDIA
Money News 07.11.2017
Roger Montgomery
November 8, 2017
In this interview with Ross Greenwood Roger discusses the two parts to successful investing, intelligence and temperament. Also touching on part 2 of trying to fix Australia’s big issues.
by Roger Montgomery Posted in Radio.
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Westpac’s Global and Domestic Forecast
Roger Montgomery
November 8, 2017
Here’s the outlook according to Westpac. The following screenshots of two slides from Westpac’s results presentation summarises the banks official view about global and domestic growth. While the quantums are absent, investors may benefit from their insights, remembering of course that there is absolutely no short term correlation between economic performance and stock market performance. Continue…
by Roger Montgomery Posted in Companies.
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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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MEDIA
Sky Business: Switzer TV featuring Roger Montgomery
Roger Montgomery
November 6, 2017
Roger Montgomery joined Paul Rickard on Switzer TV to discuss his worries of stretched valuations in markets and why it is currently difficult to find quality businesses.
by Roger Montgomery Posted in TV Appearances.
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