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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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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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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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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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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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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by Roger Montgomery's Team Posted in Old Content.

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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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