Blog Archives

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    Roger Montgomery's Team
    May 28, 2019

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    by Roger Montgomery's Team Posted in Old Content.

  • Will be see an unwind of the boom in unicorns?

    Roger Montgomery
    May 21, 2019

    In this week’s video insight Roger takes a closer look at private equity. With interest rates declining over recent years, investors have fled from cash into fast growing start-ups. Although how can the multiples of these companies keep expanding if they are profitless?

    by Roger Montgomery Posted in Editor's Pick, Video Insights.

  • Is the proposed TPG – Vodafone merger impacting Telstra?

    Tim Kelley
    May 14, 2019

    In this week’s video insight Tim takes a closer look at the recent developments relating to the TPG-Vodafone merger. Last week the ACCC announced that it has decided to block the merger. Will they still proceed with attempting to build a network? Continue…

    by Tim Kelley Posted in Video Insights.

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    Roger Montgomery's Team
    May 8, 2019

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  • Buy-backs and capital allocation – looking at Pro Medicus

    Joseph Kim
    April 16, 2019

    In this week’s video insight Joseph discusses the recent share buy-back announcement of Pro Medicus (ASX:PME) and the impact to the company’s share metrics. Share buy-backs are often seen as a signal that the board views the current share price as undervaluing the company. Any buy-back using PME’s surplus cash may actually result in price earnings dilution given PME’s lofty 99x PE ratio.

    by Joseph Kim Posted in Video Insights.

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    Roger Montgomery's Team
    April 9, 2019

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  • A closer look at Woolworths’ off market share buy-back

    Stuart Jackson
    April 3, 2019

    In this week’s video insight, Stuart takes a closer look at off market share buy-backs. Earlier this week Woolworths announced an off market buy-back as the company returns the $1.7 billion received from the sale of its petrol business. One of the key assumptions is that the shareholder is able to utilise any capital losses created from selling into the buy-back. Although Stuart identifies some factors which will impact this. Continue…

    by Stuart Jackson Posted in Video Insights.

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    Roger Montgomery's Team
    March 26, 2019

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  • Do Agile working practices provide better financial results?

    Andreas Lundberg
    March 20, 2019

    In this week’s video insight Andreas takes a closer look at the impact of different management philosophies and trends.  Delving into a case study on one of our holdings Spark New Zealand, the implementation of Agile working practices has decreased labour costs resulting in increased EBITDA margin. Continue…

    by Andreas Lundberg Posted in Editor's Pick, Video Insights.

  • Will we see a further decline in the Australian property market?

    Roger Montgomery
    March 13, 2019

    While APRA has not yet released the data for the December 2018 quarter for housing loan approvals, we can see September 2018 showed a 56 per cent decline of interest only loans approved. With investors less active and less foreign buyers, and new buyers at 17-years lows, it seems the real decline in residential building activity is yet to materialise as we look at the correlation between building approvals and building starts.

    by Roger Montgomery Posted in Editor's Pick, Video Insights.