Monthly Archives: May 2015

  • Prices of earnings (12/05/2015)

    Roger Montgomery
    May 12, 2015

    by Roger Montgomery Posted in Video Insights.

  • How healthy is Medibank Private?

    Ben MacNevin
    May 11, 2015

    Medibank Private (ASX: MPL) presented at the Macquarie Conference for the first time as a public company. Is the company doing enough to maintain a position in both funds? Continue…

    by Ben MacNevin Posted in Health Care, Insightful Insights.

  • Focus on Fundamentals

    Ben MacNevin
    May 11, 2015

    Readers that have been following our discussion on the prospects of Woolworths Limited (ASX: WOW) will be little surprised by the market’s reaction to its recent ‘Strategy Day’. This case study demonstrates that when it comes to investing, focus on the numbers rather than management commentary. Continue…

    by Ben MacNevin Posted in Insightful Insights.

  • The people behind the process

    Scott Phillips
    May 8, 2015

    In my ongoing interview series of Montgomery Investment Management staff I talk to Analyst Ben MacNevin, in order to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. Continue…

    by Scott Phillips Posted in Insightful Insights.

  • Here are a few prosperous industries to keep an eye on

    Russell Muldoon
    May 8, 2015

    One of the amazing things about business is that when one industry prospers, outsiders often find a way to tap into that success. A growing industry can attract new suppliers, distributors or back-office service providers, indeed a whole new world can develop that didn’t exist just yesterday and afford opportunities that allows a range of businesses to benefit, particularly those placed at the head of the pack with market leading positions. Continue…

    by Russell Muldoon Posted in Insightful Insights.

  • A stock that benefits from European QE

    Roger Montgomery
    May 7, 2015

    In this article for The Switzer Super Report, Roger comments on favourable conditions for fund managers and a stock that benefits from QE. Read here.

    by Roger Montgomery Posted in On the Internet.

  • Cicero’s budget plan – 55 BC

    Roger Montgomery
    May 7, 2015

    “The Budget should be balanced, the Treasury should be refilled, 

    Continue…

    by Roger Montgomery Posted in Insightful Insights.

  • Bubble Watch #(we’ve stopped counting)

    Roger Montgomery
    May 7, 2015

    In addition to the record prices for collectable cars, the art sales at multiples of auction house estimates and the proliferation of car manufacturers revealing passenger vehicles priced at $2 million, there’s anecdotal evidence of mania in all sorts of weird and wonderful places. Continue…

    by Roger Montgomery Posted in Insightful Insights.

  • Australian banks

    Roger Montgomery
    May 7, 2015

    In this interview with Peter Switzer, Roger talks about the banks and a few sectors showing value in the market. Watch here.

    by Roger Montgomery Posted in TV Appearances.

  • speculative bubbles

    Roger Montgomery
    May 7, 2015

    In this interview with Fiona Wyllie, Roger talks about speculative bubbles around the world (US, China and here in Australia). He also discusses pensions and retirement. Listen here.

    by Roger Montgomery Posted in Radio.