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Get ready for bargains in Aussie retailers
Roger Montgomery
April 18, 2019
With consumer spending on the slide, I think it’s only a matter of time before we see the earnings and valuations of many retailers take a hit. And that could throw up some compelling share price bargains for patient investors. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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Reverse engineering expectations to yield an edge
David Buckland
April 18, 2019
A very successful investor I know studies the financial pages of the newspaper with a focus on stocks and sectors that are making 52-week lows. His argument is that if he can find one “diamond” every few years, it more than accounts for the disappointments. And often by a factor! Continue…
by David Buckland Posted in Companies, Investing Education.
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The $40 million World Cup
Daniel Wu
April 17, 2019
If there was any doubt about Fortnite’s place in the pantheon of generation-defining phenomena, look no further than the recently announced Fortnite World Cup. The inaugural global tournament, which runs for ten weeks online followed by an offline grand final in New York City, is open to any and all aspiring Fortnite players—and there are now 250 million of them and growing. Continue…
by Daniel Wu Posted in Companies.
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Australian loan growth continues to flatline
Stuart Jackson
April 17, 2019
Reporting season is coming up for our major banks, and recent data provided by the Australian Government regulators shows that it may be a bumpy ride ahead. Continue…
by Stuart Jackson Posted in Companies, Financial Services.
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Buy-backs and capital allocation – looking at Pro Medicus
Joseph Kim
April 16, 2019
In this week’s video insight Joseph discusses the recent share buy-back announcement of Pro Medicus (ASX:PME) and the impact to the company’s share metrics. Share buy-backs are often seen as a signal that the board views the current share price as undervaluing the company. Any buy-back using PME’s surplus cash may actually result in price earnings dilution given PME’s lofty 99x PE ratio.
by Joseph Kim Posted in Video Insights.
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What is our approach to IPOs?
Andrew Macken
April 16, 2019
For many private companies, it’s the moment they’ve been waiting for: the opportunity to go public. Ride-sharing business Lyft has just listed with Uber still to come; and others including AirBnB are teed up to go public in the coming months. So how do we think about Initial Public Offerings in our process? Continue…
by Andrew Macken Posted in Investing Education.
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TRADING DAY LIVE FEATURING ROGER MONTGOMERY: 11 APRIL 2019
Roger Montgomery
April 15, 2019
Roger appeared on Your Money’s Trading Day Live to discuss housing construction. With residential construction declining, and possibly even halving – how will the 3.5 per cent of Australia’s workforce employed by the area be impacted? Will we see unemployment rise?
by Roger Montgomery Posted in TV Appearances.
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How do we determine the cash weighting for The Montgomery Fund?
Tim Kelley
April 15, 2019
We are often asked to explain how we manage the cash weighting, and the most recent market pullback at the end of 2018 provides a useful example to illustrate our approach to managing cash. Continue…
by Tim Kelley Posted in Investing Education.
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