Check out my latest article for the australian, where i discuss how the U.S. inflation shock could signal the bull run’s end READ NOW
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Realestate.com.au Update
Scott Shuttleworth
June 27, 2017
In this week’s video insight Scott discusses REA Group and why it has been a core holding in Montgomery portfolios that has provided delightful returns for our investors.
by Scott Shuttleworth Posted in Video Insights.
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Healthscope hurdles a symptom of pressures on healthcare stocks
Roger Montgomery
June 27, 2017
You’d think owning a private hospital would be a licence to print money. There are certainly a number of favourable underlying drivers for private hospital operators in Australia — not least the ageing population — resulting in increasing service volumes per person. Continue…
by Roger Montgomery Posted in Health Care.
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A Valuable Treatment
Ben MacNevin
June 23, 2017
Resmed was the first company under my coverage when I joined Montgomery and I’ve thoroughly enjoyed following the company for five years. Over this time, I’ve always been fascinated by the treatment of sleep apnea, and it’s helped shape my understanding of an important investing principle: To generate value, you don’t need to solve a problem, you just need to provide a solution that’s materially better than your competitors. Continue…
by Ben MacNevin Posted in Companies.
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What Amazon’s Whole Foods buy means for Aussie retailers
Stuart Jackson
June 23, 2017
Probably the biggest story of late was Amazon’s announcement that it would acquire the high-end grocery chain, Whole Foods, for US$13.7bn. The purchase is a significant step-up in Amazon’s assault on traditional grocery retailers. With the U.S. behemoth about to set foot on our shores, should Coles and Woolworths be even more alarmed? Continue…
by Stuart Jackson Posted in Companies.
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The grocery duopoly has its challenges, but is it in the share price?
Scott Shuttleworth
June 22, 2017
On 7 June, Wesfarmers held its strategy day. Two weeks on, we are hearing echoes from what was formally a very rational duopoly.
Continue…by Scott Shuttleworth Posted in Companies.
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