• Andreas identifies four drivers of Codan's strong performance: Read here.

What captured your interest in Q2 2014?

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What captured your interest in Q2 2014?

Over the next few days, we will take a look back at 2014 and highlight the most popular articles based on your views and comments.

The mention of house prices falling and negative gearing was a popular post.

In May, we talked Coca-Cola Amatil share price having declined by 40 per cent, and the duopoly that makes up Australia’s grocery retail landscape has putting the company on a strict diet of shrinking volumes, values and loss of market share to Schweppes and more particularly, the category known as “Private Label” soft drinks.

The forecast Australian population growth from 23 million to 40 million by 2060 bodes well for self-storage providers – and small-cap National Storage is no exception. We take a closer look at how the third-largest self-storage provider is positioned. Note, you will need to log in as a subscriber to see this paper.

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Roger is the Founder and Chief Investment Officer of Montgomery Investment Management. Roger brings more than two decades of investment and financial market experience, knowledge and relationships to bear in his role as Chief Investment Officer. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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2 Comments

  1. 2 things about Coca Cola that and other food manufacturers that are in their favour in the long long term.
    1) A third and possibly fourth player in the supermarket sector. When you are earning 80% of your revenue from 2 customers – Coles and Woolies, there is a risk ie Goodman Fielder, Patties Foods, Freedom. But when you are getting 80% of your revenue from 4 customers, there is less risk. This will take a while to play out
    2) Asia – Coca Cola and other manufacturers are getting a small % of their revenue from Asia but it is their fastest growth sector. In 20-30 years, this will be a much more significant proportion of their income, and they will be able to negotiate better with Aus supermarkets.

    These 2 factors will take decades to play out. I don’t have the patience to wait that long. I have the patience to wait 10 years but not 30 years.

  2. Dear Roger,

    Coke adds Life.

    I note that some stock picker said it may “double or triple over 10 years”. New markets are being introduced and Mount Franklin water is being drunk. Not one stock that I would put money into.

    Kind regards,

    Pam.

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