Monthly Archives: May 2015

  • Small screen winners might surprise you

    Roger Montgomery
    May 30, 2015

    In this column published in The Australian, Roger mentions some offshore opportunities including Essilor and Qualcomm. Read here.

    by Roger Montgomery Posted in In the Press.

  • Why passive investment strategies are past their use-by date

    Roger Montgomery
    May 29, 2015

    Chris Joye writes an article about the limitations of EFT’s and the strategy behind short selling stocks. He mentions Montgomery’s new global funds run by Andrew Macken and Chris Demasi. Read here.

    by Roger Montgomery Posted in In the Press.

  • Why is Aldi so successful?

    Russell Muldoon
    May 29, 2015

    We have previously written at length on Aldi and the threat it poses to the Australian Supermarket Industry. Today we focus on why they have been (and will likely remain) so successful. Continue…

    by Russell Muldoon Posted in Companies, Consumer discretionary, Insightful Insights.

  • Montgomery Funds’ Andy Macken picks Prada as world’s leading short candidate

    Roger Montgomery
    May 29, 2015

    Jonathan Shapiro writes an article about Montgomery’s new global fund Montaka. He mentions Portfolio Manager Andrew Macken and the mentality that will be used to find companies to short. Read here.

    by Roger Montgomery Posted in In the Press.

  • Bricks and Mortar v Online Retailing

    David Buckland
    May 29, 2015

    In their report entitled “Total Retail 2015: Retailers and the age of Disruption”, PricewaterhouseCoopers surveyed more than 19,000 online shoppers in 19 different countries and across six continents.   As online shopping continues to grow at the expense of store visits, four disruptive forces PwC focuses on include the evolution of the store, mobile technology, social networks and demographic shifts. Continue…

    by David Buckland Posted in Consumer discretionary, Insightful Insights, Technology & Telecommunications.

  • Farming for returns

    Scott Shuttleworth
    May 28, 2015

    We were recently asked by a reader why our portfolio currently contains no investments in the Australian food/agricultural sector and we noted internally that this was a very good question to ask. Continue…

    by Scott Shuttleworth Posted in Energy / Resources, Insightful Insights.

  • Drip-fed economies die

    Roger Montgomery
    May 28, 2015

    There’s a tendency in the media and amongst Australians to get bored with a story.  The world works in mysterious ways and governments respond when the media stirs up popular support for a cause.  It’s our duty then to ensure the important stories remain front of mind.  This story was first published in November however it is just as relevant now… C’mon Joe Australia needs you!

    Continue…

    by Roger Montgomery Posted in Economics, Insightful Insights.

  • Global investing

    Roger Montgomery
    May 28, 2015

    In this interview with Fiona Wyllie, Roger discusses why investors should consider investing offshore. Listen here.

    by Roger Montgomery Posted in Radio.

  • Bubble Watch #21

    Roger Montgomery
    May 28, 2015

    According to Montgomery Global Fund Portfolio Manager Andy Macken, living in New York City, just about every person almost every night orders their ‘takeout’ on Seamless – known as Seamlessweb before June 2011. Seamless is an online food ordering system that links people with local restaurants, caterers and onsite dining providers. Continue…

    by Roger Montgomery Posted in Companies, Consumer discretionary, Insightful Insights.

  • What’s the forecast?

    Tim Kelley
    May 27, 2015

    When asked for an opinion about where equity markets might be headed, it is common practice for expert commentators to start with some insightful comments on the economy. This is a natural place to start, as the economy is big and important, and some insightful comments can quickly establish that the commentator is as similarly big and important. Continue…

    by Tim Kelley Posted in Economics, Insightful Insights.