Search Results for: thorn group
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Chasing viewers – Part 2
Russell Muldoon
June 11, 2015
What a difference a few months can make in the share market. Back in February this year, we penned a short piece on Nine Entertainment (ASX: NEC), concluding that despite their shares looking cheap in a market which offered little in terms of value, it was a valuation that we believed the business probably deserved. Continue…
by Russell Muldoon Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Careening towards destruction
Roger Montgomery
June 5, 2015
Watch this video and then read on….
by Roger Montgomery Posted in Insightful Insights.
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No bundles of joy
Scott Shuttleworth
June 3, 2015
You may recall that almost a year ago now we commented briefly on our decision regarding the Monash Group Limited (ASX: MVF) IPO in relation to odd trading behaviour we had seen at that time. Continue…
by Scott Shuttleworth Posted in Health Care, Insightful Insights.
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Why is Aldi so successful?
Russell Muldoon
May 29, 2015
We have previously written at length on Aldi and the threat it poses to the Australian Supermarket Industry. Today we focus on why they have been (and will likely remain) so successful. Continue…
by Russell Muldoon Posted in Companies, Consumer discretionary, Insightful Insights.
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Farming for returns
Scott Shuttleworth
May 28, 2015
We were recently asked by a reader why our portfolio currently contains no investments in the Australian food/agricultural sector and we noted internally that this was a very good question to ask. Continue…
by Scott Shuttleworth Posted in Energy / Resources, Insightful Insights.
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Bubble Watch #21
Roger Montgomery
May 28, 2015
According to Montgomery Global Fund Portfolio Manager Andy Macken, living in New York City, just about every person almost every night orders their ‘takeout’ on Seamless – known as Seamlessweb before June 2011. Seamless is an online food ordering system that links people with local restaurants, caterers and onsite dining providers. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Insightful Insights.
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Woolworths shares ‘definitely looking cheap’ despite Masters, fund managers say
Roger Montgomery
May 22, 2015
by Roger Montgomery Posted in In the Press.
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Industrials vs. Resources
Russell Muldoon
May 22, 2015
Long-term followers of Montgomery Investment Management would know all too well that we have had very little (we have had some) exposure to resources and energy companies since we began on our investing journey. Looking forward, we are just as unlikely to ever hold anything like benchmark weights to these sectors in our funds and for good reason. Continue…
by Russell Muldoon Posted in Energy / Resources, Insightful Insights.
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Oh dear!
Roger Montgomery
May 21, 2015
According to the Australian Financial Review’s Amanda Saunders, “China will help to bankroll a major expansion by Brazilian iron ore giant Vale and invest in huge Vale ships that will transport high-quality ore to North Asia – a deal that will reshape the global industry.” Continue…
by Roger Montgomery Posted in Insightful Insights.
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Woolies is coming up empty…
Roger Montgomery
May 20, 2015
Back in November last year, when the Woolworths share price was closer to $34 than the $28 it is near today, we warned that the company would be seriously challenged and profit-hobbled by the emergent giant Aldi. Continue…
by Roger Montgomery Posted in Companies, Insightful Insights.
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Losing Heart
Ben MacNevin
May 15, 2015
Resmed (ASX: RMD) has released the preliminary results of the Serve-HF trail for patients with Chronic Heart Failures. The trial identified an increased risk of cardiovascular mortality for patients that received ventilation therapy. Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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A potential opportunity?
Scott Shuttleworth
May 13, 2015
Last week we attended the 17th Annual Macquarie Conference in Sydney. One business firm that looked particularly appealing was CSG Limited (ASX: CSV). Unfortunately the stock is a bit on the small side for our funds but a brief analysis is an interesting exercise. Continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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Focus on Fundamentals
Ben MacNevin
May 11, 2015
Readers that have been following our discussion on the prospects of Woolworths Limited (ASX: WOW) will be little surprised by the market’s reaction to its recent ‘Strategy Day’. This case study demonstrates that when it comes to investing, focus on the numbers rather than management commentary. Continue…
by Ben MacNevin Posted in Insightful Insights.
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Not getting schooled
Scott Shuttleworth
May 1, 2015
As an update to our blog on Monday, we noted on Tuesday the unfortunate outcome experienced by the shareholders of Ashley Services Group (ASX: ASH). Risk is one thing to write about yet another thing to see its effects. Continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights.
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Speak to your adviser if anything is unclear
Roger Montgomery
April 23, 2015
This is Montgomery’s fourth warning to investors. Continue…
by Roger Montgomery Posted in Insightful Insights.
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Own Telco stocks? Read this.
Scott Shuttleworth
April 21, 2015
As reported in the Sydney Morning Herald, iiNet (ASX: IIN) customers have reportedly experienced internet speed slowdowns from the later afternoon into the evening post the release of its Netflix offering. Note, watching Netflix doesn’t use up any of the users monthly data allowance. Continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Paying Dividends
Roger Montgomery
April 2, 2015
The emerging debate about whether the politically suicidal decision to reduce the tax benefits of franking credits and by extension the attractiveness of dividends for income, brings to my mind the company run by Warren Buffett – Berkshire Hathaway. This is a business that has not paid a dividend since 1967, but has created thousands of millionaires and quite a few billionaires too. Continue…
by Roger Montgomery Posted in Investing Education.
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Dodo… the share price that flies
Scott Shuttleworth
April 1, 2015
M2 Group Limited (ASX: MTU) has been a holding in our funds since the second half of the 2014 calendar year. Purchases were first made around August-September at approximately $7.50 with further purchases made in the beginning of 2015. As per the below chart, it seems we have done well for our investors. Continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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It’s simply unAustralian
Roger Montgomery
April 1, 2015
We recently wrote about the proliferation of Chinese deception of foreign investors and the regulator’s inability to do anything about it other than delist the companies, which they won’t do, presumably to maintain a healthy trading relationship. Continue…
by Roger Montgomery Posted in Global markets, Manufacturing.
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China Dumping Steel Is a Cause for concern
David Buckland
March 25, 2015
Following on from my previous blog where I passed on the concerns of the executives from Arcelor Mittal, it now appears the US, the world’s second-biggest steel consumer, is seeking political support for tariffs on imported steel. Continue…
by David Buckland Posted in Energy / Resources, Insightful Insights, Manufacturing.