Monthly Archives: November 2015

  • What is the highest quality business on ASX?

    Tim Kelley
    November 24, 2015

    Regular readers will know that the first question we ask in evaluating possible investments is usually a question about business quality. We take the view that over long periods of time, high quality businesses are far more likely to deliver the sort of investment performance we are looking for in terms of investment growth with a low risk of loss of capital. Continue…

    by Tim Kelley Posted in Insightful Insights.

  • Is a BHP a buy?

    Roger Montgomery
    November 24, 2015

    In this interview with Ross Greenwood, Roger discusses BHP, its declining share price and the commitment to a progressive dividend policy. Listen here.

    by Roger Montgomery Posted in Radio.

  • Mining company demise

    Roger Montgomery
    November 24, 2015

    In this interview with Ticky Fullerton, Roger comments on the decline of Australian mining companies and future of the Big Banks. Watch here.

    by Roger Montgomery Posted in TV Appearances.

  • Not Getting Schooled – Part 3

    Scott Shuttleworth
    November 24, 2015

    Previously we advised caution in investing in the education sector (see here) and noted that perhaps holders of securities in said sector may be taking on more risk than they’d first imagined (see here). Continue…

    by Scott Shuttleworth Posted in Insightful Insights.

  • Sometimes the best defence is a good offence (24/11/2015)

    Stuart Jackson
    November 24, 2015

    by Stuart Jackson Posted in Video Insights.

  • Health Insurance – Will the market get nervous sitting in the waiting room?

    Stuart Jackson
    November 23, 2015

    The Federal Government is currently conducting a number of reviews into the healthcare industry. These include the Reform of the Federation White Paper, the Private Health Insurance Review, the Primary Health Care Advisory Group, and the Medicare Benefits Schedule Review. You might have seen recent media stories about an online government survey that the public can take to provide feedback on a range of issues and options for private health insurance reform. Continue…

    by Stuart Jackson Posted in Health Care, Insightful Insights, Insurance.

  • Aetna: Key player in US health reforms

    Roger Montgomery
    November 23, 2015

    In this article for the Switzer Super Report, Roger comments on the troubled state of the U.S. healthcare system. Read here.

    by Roger Montgomery Posted in On the Internet.

  • Protected: PROTECTED

    Roger Montgomery's Team
    November 23, 2015

    This post is password protected. To view it please enter your password below:

    by Roger Montgomery's Team Posted in Old Content.

  • Float tests the market

    Roger Montgomery
    November 21, 2015

    In this column published in the November issue of Money magazine, Roger discusses a potential new prospect in the education sector. Read here.

    by Roger Montgomery Posted in In the Press.

  • Taking Notes

    Roger Montgomery
    November 20, 2015

    While I joined the speakers panel at the UBS CFO Conference in Sydney recently, several others from the Montgomery team attended the recent UBS company conference, taking notes from the presentations of many companies. The financial sector is one where we believe there is opportunity and growth and our holdings in fund managers such as Henderson, Magellan, BT Group and Challenger reflect the discovery of hitherto value in the sector as well as bright prospects. Continue…

    by Roger Montgomery Posted in Insightful Insights.