February 15, 2017
If we look at the overall market, the ASX200 Index is up close to 3% in the first two weeks of February, so across the overall market, the news so far appears to be pretty good. In this video Portfolio Manager Tim Kelley discusses a few stocks held in The Montgomery Fund.
by Tim Kelley Posted in Editor's Pick, Video Insights
February 7, 2017
January 19, 2017
With Donald Trump’s inauguration just around the corner and tax reform a top agenda item for both the new administration and the Republican-controlled Congress, it is important for investors to consider the implications of the Republicans’ proposed overhaul of the US tax code.
by Daniel Wu Posted in Video Insights
December 21, 2016
December 16, 2016
Around the country the apartment oversupply I have previously discussed has started to hit the market and it is already impacting developers and investors. In this video insight I discuss apartment vacancy rates and what happens to the Australian economy when the construction boom ends.
by Roger Montgomery Posted in Editor's Pick, Video Insights
December 13, 2016
As 2016 draws to a close Montgomery’s CEO David Buckland discusses some company updates, reflects on the Montgomery Global Fund’s performance and introduces a recent addition to the Montgomery team.
by David Buckland Posted in Video Insights
December 8, 2016
Amazon recently announced it is about to open its first physical grocery store. Immediately we wonder, what kind of company is Amazon exactly? And even more importantly how do investors view Amazon when considering risk exposures?
by Christopher Demasi Posted in Video Insights
November 30, 2016
The UK’s left-leaning Guardian conceded this week: “Across the western democracies, the centre of political gravity shifts erratically but inexorably to the right.” So today we ask whether or not the European Union will continue to exist in five years time?
by Andrew Macken Posted in Editor's Pick, Video Insights
November 22, 2016
Is a company that is able to grow its earnings 20% every year a good company? Your initial thoughts might be that it is a strong level of growth therefore it’s likely to be a high quality business. In fact, the answer as to whether this is a good company is maybe.
by George Hadjia Posted in Video Insights