NOW FOR JUST $49.95
LATEST ARTICLESView All Articles
- Why airlines don’t make for a good investment
- iSentia: a top-quality IPO
- Nasdaq Knock Out!
- Is China’s property market turning down?
- Will Ukraine’s Cold War heat up?
- Mining Closures Gather Pace
- Sometimes, it pays to find the truly visionary leaders
- Leighton’s share price: something stinks!
- One day, you’ll be glad you feel old and tired
- Ensure your tray tables are stowed!
- The Capital and Exploration Expenditure Cut – It’s Only Just Begun!
- Sirtex Share Price Soars
- Carsales: Cruising ahead of the pack
- The Merger of Myer and David Jones: TBC.
- 2013… what a year!
- Getting the best out of the team
- Rolling Stone rolls the stone away from the entrance to reveal…
- Back to the Future
- Gen Y will be buying cheaper houses soon
- QAN 2012 RESULTS CONTINUED
- Reporting season avalanche turns up another gem
- Welcome to RogerMontgomery.com
- Another Aussie Investing Classic.
- 2012 Prediction No#1. Will our banks raise capital?
- Are these the best value stocks right now?
- How does Roger Montgomery construct his share portfolio?
- Who asked for Easter holiday homework?
- Who makes your A1/A2 small cap list?
- How do your Value.able valuations compare?
- Is Apple an A1?
- Which 15 companies receive my A1 status?
In the past decade, Australia has attracted considerable global investment in Liquefied Natural Gas (LNG). Yet the Wall Street Journal has reported that many of these projects have run considerably over-budget, lowering the incentive for further investment in the region. Continue reading
According to Deutsche Bank Research, earnings expectations for the Australian listed market have been cut in recent months. Forecast earnings growth for the year to June 2015 has come down to 6-7 per cent, slightly below expectations for the year to June 2014.
We’re just putting the finishing touches on this year’s letters to our investors in both The Montgomery [Private] Fund and The Montgomery Fund. No, we aren’t about to publish the contents of those letters here. You’ll need to become an investor to see that. What we can say is that there is ample evidence to suggest the markets could keep going higher from here. It’s true that many signals suggest that long-term investors buying at today’s levels might be setting themselves up for low returns, but that doesn’t not mean prices can’t go even higher (and consequently produce even lower returns for longer-term investors). Continue reading
As we approach earnings season, it can be helpful to remind ourselves of some of the basic differences between the major players in some of our key industries. The Big Four banks (ASX: CBA, ASX: WBC, ASX: ANZ, ASX: NAB) dominate our banking industry and roughly two-thirds to three-quarters of their income stems from net interest on loans. Continue reading