I previously mentioned the heart-warming story of a women in Africa who had received sight-restoring surgery, surgery that took less than 15 minutes and cost just $33. The procedure enabled her to see her daughter for the very first time – a daughter who was 16 years old! Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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In this interview on Money News, Roger discusses the current reporting round’s latest company results. JB Hi-Fi’s fundamental problem is the consumer cycle turning. Challenger didn’t meet expectations resulting in a share price fall of 7 per cent yesterday. And how did the market react to the results from Dominio’s Pizza?

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by Roger Montgomery Posted in Radio.

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If you’ve seen recent headlines about falling property prices, you might form the impression that housing is on the verge of becoming affordable, and that owning a home is again a realistic goal for young people. But the latest data shows that the price falls in most capital cities have been modest at best. Continue…

by Andreas Lundberg Posted in Property.

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In this week’s video insight Joseph identifies the issues with using earnings multiples for valuing companies with finite life assets. During the recent June Quarter production reporting season, a number of mining companies recorded steep share price falls. Joseph uses Sandfire Resources as an example of why the decline needs to be put into context. Continue…

by Joseph Kim Posted in Video Insights.

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It’s not every night that a New Zealand-based friend of the firm alerts us to the fact that our global long-only strategy, the Montgomery Global Fund, is currently ranked first by Morningstar in our category over the last three-year period. Continue…

by Andrew Macken Posted in Montgomery News and Updates.

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We’re keeping a very close eye on electronics retailers like JB Hi-Fi (ASX:JBH). Not only are they exposed to any slowdown in the economy, but they are also exposed to changes in conditions for real estate & renovation demand (especially The Good Guys) as well as credit conditions. Continue…

by Roger Montgomery Posted in Companies.

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