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Stuart Jackson

Stuart joined Montgomery in June 2015. Stuart previously spent 19 years in research roles with JP Morgan in Australia and in New York. Stuart was appointed Executive Director at JP Morgan in 2005 and for the past 8 years was Deputy Head of Research. Prior to this he worked as an analyst in the Australian Equities team at Bankers Trust Asset Management for 3 years. Stuart is a Chartered Financial Analyst (CFA) and holds a Bachelor of Economics (Honours) majoring in economics and econometrics from the University of Melbourne.

IEL continues to profit from the international education boom

Stuart Jackson
Stuart Jackson Montgomery Investment Management

The education of international students is now Australia’s third largest export – just behind iron ore and coal. One high quality business that has successfully leveraged off this growing industry is IDP Education (ASX: IEL). IEL is a global leader in international student placement services. It recently reported its FY17... Show More

Identifying rising stars

Stuart Jackson
Stuart Jackson Montgomery Investment Management

At Montgomery, we focus our efforts on identifying high quality companies with bright prospects. When combined with a disciplined and patient approach on buying at a discount to fair value, we believe that in the long term, these companies provide an attractive combination of stronger returns with lower than average... Show More

Murray Goulburn: When management is not shareholder-orientated

Stuart Jackson
Stuart Jackson Montgomery Investment Management

When we assess whether or not to invest in a company, we ask: is it an extraordinary business, is management shareholder oriented, and is it trading at an attractive price. The recent announcement by Murray Goulburn (ASX:MGC) shows the downside when management is not shareholder oriented. Show More

Telstra and TPG, who will win share?

Stuart Jackson
Stuart Jackson Montgomery Investment Management

TPG has confirmed its intention to build a fourth mobile network in Australia with its successful A$1.26bn acquisition of two 10MHz spectrum licenses in the most recent Government tender. The market’s reaction has been savage, with the share price of the dominant incumbent operator Telstra, falling by almost 10 per... Show More

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Not all growth is created equal

Stuart Jackson
Stuart Jackson Montgomery Investment Management

At Montgomery we focus heavily on a company’s prospects. This refers to the outlook for the company’s earnings growth. While a growing earnings stream is valuable, not all growth is equal. In this video I discusses two types of growth: organic and acquisition. Show More

Could the governments lending restrictions backfire?

Stuart Jackson
Stuart Jackson Montgomery Investment Management

The law of unintended consequences states that actions – particularly by government – can have adverse effects that are unanticipated or unintended. This law could soon play out as a result of lending restrictions placed on the major banks by the Australian Prudential Regulation Authority (APRA). Show More

4 key issues for bank shares in 2017

Stuart Jackson
Stuart Jackson Montgomery Investment Management

The outlook for Australia’s banks in 2017 has been made tougher given the rerating of the stocks this last quarter. The expectations built into share prices have clearly lifted in 2017, the big change we expect is a slowing of loan book growth, as we’ve already started seeing in recent... Show More

Aussie retailers, watch out – Could Amazon Go disrupt you?

Stuart Jackson
Stuart Jackson Montgomery Investment Management

Our retailers are about to face a whole new challenge. Amazon has announced it will trial a new concept store in the US that uses its ‘Just Walk Out’ technology to change the format of a traditional grocery store by removing cash registers and the check-out process. Customers simply use... Show More

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