Monthly Archives: October 2013

  • On the chase for yield

    Roger Montgomery
    October 5, 2013

    The equity market can at times seem like a creature of fashion, if not completely bipolar. So how best to yield good results as an investor? Roger shares his view in this column for The Australian.

    by Roger Montgomery Posted in In the Press.

  • The Montgomery Fund – a nice 13.44 months

    David Buckland
    October 5, 2013

    The Montgomery Fund was designed for retail investors with a minimum initial investment of $25,000. Continue…

    by David Buckland Posted in Montgomery News and Updates.

  • Floating the OzForex boat

    Roger Montgomery
    October 5, 2013

    RogerMontgomery.com subscribers can read our in-depth analysis of OzForex in this month’s exclusive white paper later this week.

    Despite the buoyancy in the stock market over the past 12 months, we have been surprised to see so few new businesses apply for listing on the Australian Securities Exchange.

    Rising markets, maturing term deposits and low cash rates are a good recipe for companies with IPO plans. Investors, who are likely to be more open about putting their hard-earned savings to work rather than reinvesting them in low yielding term deposits, may be keen to take on a little more by investing in companies that are angling to take the IPO plunge. Continue…

    by Roger Montgomery Posted in Companies, Insightful Insights.

  • Aussie bankruptcies

    Roger Montgomery
    October 4, 2013

    by Roger Montgomery Posted in Economics.

  • G8 Education Update

    Russell Muldoon
    October 4, 2013

    Since we wrote our first post here, G8 Education (ASX: GEM) has continued to be very active on the financing and acquisition front. We have adjusted our timeline of events for 2013 below to incorporate the new developments Continue…

    by Russell Muldoon Posted in Companies.

  • Minerals Industry Jobs – unemployment rising

    Roger Montgomery
    October 3, 2013

    Last week, the President of AusIMM – The Minerals Institute, released the details of AusIMM’s important project exploring the employment status and experiences of minerals industry professionals over the past 12 months. Continue…

    by Roger Montgomery Posted in Energy / Resources.

  • Will the US shutdown affect Australian shares?

    Roger Montgomery
    October 3, 2013

    With the US government shutdown continuing, what does this mean for the Australian sharemarket? David Buckland discusses this, as well as which shares he’s got his eye on at the moment, in these highlights from Switzer, broadcast on Sky Business. Watch here.

    by Roger Montgomery Posted in TV Appearances.

  • Boart Longyear – drilling itself out of a hole?

    Ben MacNevin
    October 3, 2013

    Boart Longyear (ASX: BLY) owns the world’s largest fleet of drilling equipment, and in doing so has amassed considerable debt. The downturn in the mining sector brought the company perilously close to breaching its debt covenants, and while management was able to refinance the debt earlier this week, we are unconvinced that this has given the company a lot of breathing space. Continue…

    by Ben MacNevin Posted in Companies, Insightful Insights.

  • Dear Property Investor…Your Best Warning!

    Tim Kelley
    October 2, 2013

    The Australian residential property market has had a spring in its step recently. Auction clearance rates have been healthy, and rising prices have prompted media commentary on the possibility of an emerging housing “bubble”.

    I’m no property expert, and so it may be wise to avoid putting an oar in on this debate, but let’s put wisdom aside for a moment and think about whether the application of value investing principles can add anything to a discussion on house prices. Continue…

    by Tim Kelley Posted in Property.

  • Are these companies to invest in?

    David Buckland
    October 1, 2013

    In the context of the best quarter in the Australian sharemarket since September 2009, David gives his view on Ausdrill (ASL), Treasury Wine Estates (TWE), McMillan Shakespeare (MMS), Onthehouse (OTH), NRW Holdings (NWH) and G8 Education (GEM), in these highlights from Your Money Your Call, broadcast on Sky Business. Watch here.

    by David Buckland Posted in TV Appearances.