Monthly Archives: December 2014

  • Retail having to rewrite the manual to maintain earnings

    Roger Montgomery
    December 17, 2014

    In this column published in the Herald Sun, Roger tackles the retail sector, consumer confidence and the retailers approach to Christmas. Read here.

     

    by Roger Montgomery Posted in In the Press.

  • Protected: PROTECTED

    Roger Montgomery's Team
    December 17, 2014

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    by Roger Montgomery's Team Posted in Old Content.

  • The recipe for picking winners

    Roger Montgomery
    December 17, 2014

    Jeremy Chunn interviews Roger Montgomery to find out how the The Montgomery Fund pick stocks and what they look for in companies. Read here.

    by Roger Montgomery Posted in In the Press.

  • How do we calculate returns?

    David Buckland
    December 17, 2014

    When we discuss the returns of our Funds one of the questions that invariably arises is; how do we arrive at the total return figure? The frequency of the question suggests that it’s a mystery to many of our investors, so this short paper is designed to help you understand the figures we report. Continue…

    by David Buckland Posted in Montgomery News and Updates.

  • Joe’s mid year economic and fiscal outlook

    David Buckland
    December 16, 2014

    Australia is now facing a commodity bust and the outlook is for lower growth and pressure on public finances with the budget deficit for Fiscal 2015 blowing out to $40 billion. Meanwhile, the Australian Dollar has declined from US$1.05 to $0.82 in the past twenty months and a low of US$0.75 is on the cards. Continue…

    by David Buckland Posted in Economics, Energy / Resources, Insightful Insights.

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    Roger Montgomery's Team
    December 16, 2014

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    by Roger Montgomery's Team Posted in Old Content.

  • How managing money is like managing love

    Roger Montgomery
    December 15, 2014

    In this article for The Switzer Super Report, Roger takes a quick look at our current thinking on the companies we currently hold in larger weightings in the portfolios. As always however, keep this in mind; we could change our mind tomorrow and/or new information could come to hand! Read here.

    by Roger Montgomery Posted in On the Internet.

  • Battle of the mobiles – who is the winner?

    Scott Shuttleworth
    December 15, 2014

    Commsday ran a test of the various major mobile networks to see which performed best in various environments on their shiny new 4G services. A full copy of the report can be found here.

    Telstra took first place with solid results across the board. This wasn’t unexpected result, Telstra owns the most and highest quality mobile spectrum as well as the most expansive network of wireless infrastructure in the country.

    Optus was second, whilst Vodafone was third having been weighed down by poor results when the mobiles were streaming from Youtube. Continue…

    by Scott Shuttleworth Posted in Companies, Insightful Insights, Technology & Telecommunications.

  • Oiling your mind

    Roger Montgomery
    December 15, 2014

    No doubt you’re starting to thinking about puddings for Christmas Day, last minute gift buying, present wrapping and packing for the annual holiday.  But spare a thought for the plunging price of oil. There’s a couple of things you need to know, beyond giving the petrol station attendant a smile because fuel is only costing $1.20/litre.

    Continue…

    by Roger Montgomery Posted in Economics, Insightful Insights.

  • Beware the lure of the ‘cheap’ index fund: it’s full of junk

    Roger Montgomery
    December 13, 2014

    In this column, published in The Australian, Roger takes a look at the numbers of some ‘blue chip’ companies and reiterates the importance of investing in businesses with superior economics. Read here.

    by Roger Montgomery Posted in In the Press.