Monthly Archives: December 2013

  • Not all growth is good. How to spot good growth.

    Roger Montgomery
    December 30, 2013

    In this article for the Share Investor eInvestHub newsletter, Roger explains how to differentiate between ‘good’ and ‘bad’ growth. Read here.

    by Roger Montgomery Posted in On the Internet.

  • Your child won’t win!

    Roger Montgomery
    December 27, 2013

    Now that’s a headline to grab attention.

    Normally at Montgomery we consider ourselves somewhat unconventional – but nevertheless focused – members of the financial advisory space. Today, however, we tap into the rich vein of journalistic license afforded to authors during summer holidays and advise on something we are comprehensively unqualified to speak on – education. Continue…

    by Roger Montgomery Posted in Insightful Insights.

  • 2013… what a year!

    Roger Montgomery
    December 26, 2013

    As we draw the curtains on 2013, we thought it would be interesting to look back at the three most popular stories from the year. They are… Continue…

    by Roger Montgomery Posted in Market commentary.

  • Merry Christmas from Montgomery

    Roger Montgomery
    December 24, 2013

    Thank you for your support in 2013 and for all of your wonderful contributions and insights.

    I am delighted to finish the year having maintained Montgomery’s outperformance across all portfolios. Continue…

    by Roger Montgomery Posted in Montgomery News and Updates.

  • Macquarie Wrap adds The Montgomery Fund

    Roger Montgomery
    December 24, 2013

    A wonderful piece of pre-Christmas news – Macquarie Wrap has added The Montgomery Fund.

    The Montgomery Fund is now available on BT Wrap, netwealth, PowerWrap, OneVue, Asgard (Wrap, Mastertrust and Infinity products) and Macquarie Wrap.

    We are delighted with this development, which makes accessing The Montgomery Fund easier than ever before. Continue…

    by Roger Montgomery Posted in Montgomery News and Updates.

  • Where’s Gordon?

    Roger Montgomery
    December 24, 2013

    As small holders of Cash Converters (ASX: CCV), we watched with interest yesterday’s 11 per cent share price rise on volume that was 50 per cent greater than the daily average, as there appeared to be no developments to warrant this movement.

    Or so we thought… Continue…

    by Roger Montgomery Posted in Companies, Insightful Insights.

  • Merry Christmas (24/12/2013)

    Roger Montgomery
    December 24, 2013

    by Roger Montgomery Posted in Video Insights.

  • Another M.I.A.S. (Montgomery Investor Australian Success)

    Roger Montgomery
    December 23, 2013

    You know we love an Aussie success story.

    With large scale manufacturing in apparent terminal decline, with the Asia Pacific hub of financial services rapidly gravitating to Singapore, and with our forward thinkers turning a cheaper and willing source of labour away, if we aren’t careful, we’ll soon be tilling the soil for foreign lenders and landlords, who took advantage of our low Australian dollar to pay us minimum wages that will never be enough to pay off the debt we accumulated to fund our profligate ways. Continue…

    by Roger Montgomery Posted in Value.able.

  • Australia: Time for Rejoicing?

    Roger Montgomery
    December 23, 2013

    Whenever I have been asked to nominate the worst industries to invest in, I have always cited car manufacturing and airlines. Car manufacturing is an exercise in labour and capital intensive fashion design, while airlines suffer from being input price takers, are beholden (pun intended) to unionised labour, irrational competition and competitors who can secure their fuel for free. And if a commodity is anything that is purchased purely on price and where brand isn’t a consideration, then airlines are selling a commodity too. Continue…

    by Roger Montgomery Posted in Airlines, Insightful Insights, Manufacturing.

  • TPG expanding its reach

    Russell Muldoon
    December 20, 2013

    TPG Telecom (TPM) is set to become a major player in the Australian Telecommunications sector after announcing the acquisition of Telecom New Zealand Australia Pty Ltd and its subsidiaries, which include AAPT and PowerTel.
    The acquisition, to be consummated on 28 February 2014, is highly complementary given it will add 11,000km of optical fibre, 254 Mid Band Ethernet exchanges, 1,500 directly connected premises and 15 data centres, servicing 300 wholesale customers and ~5,000 business customers, to TPG’s current infrastructure base. Continue…

    by Russell Muldoon Posted in Companies.