Monthly Archives: May 2015
Peppa pig and property
Roger Montgomery
May 19, 2015
In this interview with Ross Greenwood, Roger discusses ABC’s relationship with Peppa Pig. He then discusses property and David Murray’s FSI on banks to level the playing field to allow regional banks to be more competitive. Listen here.
by Roger Montgomery Posted in Radio.
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Global opportunities
Roger Montgomery
May 19, 2015
Two New Global Funds from 1 July 2015
by Roger Montgomery Posted in Insightful Insights, Montgomery News and Updates.
Leverage
Tim Kelley
May 19, 2015
Interesting to see the comments this week from ASIC chairman Greg Medcraft in relation to house prices, and the swift rebuttal from the Housing Industry Association (HIA). For those who came in late, the HIA position seems to be that there is currently no cause for alarm, although we could be in shaky territory in 12 months’ time if recent growth rates continue. ASIC, which presumably has no vested interest in continuing strong house prices, seems to be concerned that we may already be in bubble territory.
by Tim Kelley Posted in Insightful Insights, Property.
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Start Me Up
Roger Montgomery
May 18, 2015
As you would already be aware we are passionate about Australian business and wherever possible we love promoting the award winning and innovative businesses of our friends and clients. Continue…
by Roger Montgomery Posted in Insightful Insights, Market commentary.
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Markets getting warm… but not boiling over
Roger Montgomery
May 16, 2015
In this column published in The Australian, Roger discusses several pockets of irrational exuberance in the US market and the impact this is having domestically. Read here.
by Roger Montgomery Posted in In the Press.
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How a multimillionaire internet entrepreneur invests
Roger Montgomery
May 15, 2015
Sue Hoban writes a piece about Steve Baxter’s success as an entrepreneur and his current investment strategy. She mentions Montgomery Investment Management as one of the funds Baxter and his wife entrust a chunk of their portfolio. Read here.
by Roger Montgomery Posted in In the Press.
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Understanding price
Roger Montgomery
May 15, 2015
In this article, Roger debates as to whether the market’s enthusiasm has eroded all the safety out of buying stocks. Read here.
by Roger Montgomery Posted in On the Internet.
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Losing Heart
Ben MacNevin
May 15, 2015
Resmed (ASX: RMD) has released the preliminary results of the Serve-HF trail for patients with Chronic Heart Failures. The trial identified an increased risk of cardiovascular mortality for patients that received ventilation therapy. Continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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