Monthly Archives: May 2015

  • BUY HOLD SELL – The outlook for ‘yield stocks’

    Roger Montgomery
    May 15, 2015

    In this episode of Buy Hold Sell Roger and Don Williams from Platypus Asset Management discuss recent movements in bond markets that have caused investors to question if this ‘crowded trade’ has run its course. Watch here.

    by Roger Montgomery Posted in TV Appearances.

  • Is there light at the end of the tunnel for Chorus?

    Tim Kelley
    May 15, 2015

    Chorus Limited (CNU) was created in 2001 when Telecom NZ split into two parts – Chorus, which owns the fixed network, and Spark, which owns the retail business and the mobile network. Telecom NZ was the first incumbent telco in the world to volunteer for such a structural separation, and in doing so positioned Chorus to participate in the build of the ultrafast broadband project (UFB) – NZ’s version of the NBN. Continue…

    by Tim Kelley Posted in Insightful Insights.

  • Sirtex: SIRFLOX Study Abstract Released by ASCO

    David Buckland
    May 14, 2015

    Sirtex Medical Limited’s (ASX: SRX) SIRFLOX Study of 530 patients revealed median progression-free survival (PFS) in the liver of 20.5 months, an improvement of 7.9 months over the current standard chemotherapy plus Avastin. Continue…

    by David Buckland Posted in Health Care, Insightful Insights.

  • Drums of the island

    Roger Montgomery
    May 14, 2015

    On Lord Howe island, in January this year, I sat reading The Australian.  The paper was two days old – a function of relying on the airlines to deliver the papers and the fact that ‘island life’ means islanders aren’t that interested in the content.  What didn’t age however was the human tendency to overreact.

    Continue…

    by Roger Montgomery Posted in Energy / Resources, Insightful Insights.

  • A potential opportunity?

    Scott Shuttleworth
    May 13, 2015

    Last week we attended the 17th Annual Macquarie Conference in Sydney. One business firm that looked particularly appealing was CSG Limited (ASX: CSV). Unfortunately the stock is a bit on the small side for our funds but a brief analysis is an interesting exercise. Continue…

    by Scott Shuttleworth Posted in Companies, Insightful Insights.

  • CSL, RESMED, REA

    Roger Montgomery
    May 13, 2015

    In these highlights from Your Money Your Call, David Buckland discusses the market and a range of different stocks. Watch here.

    by Roger Montgomery Posted in TV Appearances.

  • How many stocks should you have in your portfolio?

    Russell Muldoon
    May 13, 2015

    Today we are going to keep this post as simple as possible and focus on three key elements that we consider important (but by no means exhaustive) when identifying investments and managing a portfolio. For simplicity we have broken down these categories into quality, quantity and return considerations which we hope may add some value to your investing endeavours. Continue…

    by Russell Muldoon Posted in Companies, Insightful Insights.

  • Protected: PROTECTED

    Roger Montgomery's Team
    May 12, 2015

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    by Roger Montgomery's Team Posted in Old Content.

  • Bubble watch #20: Picasso smashes auction record

    Roger Montgomery
    May 12, 2015

    According to the BBC (see here) just minutes ago Picasso’s Women of Algiers has become the most expensive painting to sell at auction, going for $179.3m (£115m) at Christie’s in New York.

    Continue…

    by Roger Montgomery Posted in Insightful Insights.

  • Banks and bonds

    Roger Montgomery
    May 12, 2015

    In this interview with Ticky Fullerton, Roger discusses the banks, bonds and pockets of bubble behaviour, indicating that we are in the mature phase of the stock market boom. Watch here.

    by Roger Montgomery Posted in TV Appearances.