Should you buy, hold ot sell shares in Isentia Group?
By Roger Montgomery
Full-year reporting season was a little disappointing this time, with a large number of companies being punished by providing 2015-16 guidance that fell short of expectations.
At the same time, market volatility has reappeared, leading to some restless nights for a lot of investors.
At times like this, one of the best things you can do is make sure your portfolio is loaded with some of the highest-quality businesses possible.
One such business - and one The Montgomery Fund is happy to own - is Isentia Group (ISD), which provides media intelligence to corporates to help them plan and manage their stakeholder communications. We believe it offers quality and value, and good long-term prospects.
Starting out as a small Australian family business nearly 32 years ago, Isentia has become a global leader in delivering crucial business intelligence, operating in 21 offices across the Asia-Pacific.
Isentia floated on the Australian Securities Exchange in June 2014 and brings together a unique combination of skills honed over many years in many cultures.
The company employs more than 1200 people working together in 15 countries. It has become a market leader by blending innovative technology with smart people to provide clients with relevant information.
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