Monthly Archives: November 2015

  • Diverging results in Australia’s major banks

    Stuart Jackson
    November 11, 2015

    We have just come through another bank reporting season, so in this blog post we will provide an update on how we saw the results.

    In summary the results were generally a bit softer than expected, with quality weaker than the reported numbers would otherwise indicate. Continue…

    by Stuart Jackson Posted in Financial Services, Insightful Insights.

  • Your Money Your Call

    Russell Muldoon
    November 11, 2015

    In these highlights from Your Money Your Call, Russell Muldoon discusses some sectors showing some value in the market. Watch here.

    by Russell Muldoon Posted in TV Appearances.

  • Considering converting your super to a SMSF?

    Scott Phillips
    November 11, 2015

    Here at Montgomery we are often asked by investors whether or not they should have a self managed super fund (SMSF). As we are not financial advisers, we cannot help people make this decision, which should largely be based on their personal situation and circumstances. However, we thought it might be helpful to outline a few of the pros and cons to consider. Continue…

    by Scott Phillips Posted in Insightful Insights.
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  • Lock up your Children!

    Roger Montgomery
    November 10, 2015

    Do not wear a smart watch or fitness tracker or buy one for others.

    In March this year we wrote an article for The Australian about the dangerous combination of wearable technologies that tracked vital health statistics and moods, the insurance industry, and artificial intelligence. Continue…

    by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.

  • China led slowdown

    Roger Montgomery
    November 10, 2015

    In this interview with Ross Greenwood, Roger speaks about the China led slowdown. Listen here.

    by Roger Montgomery Posted in Radio.

  • Is there value in the market? (10/11/2015)

    Tim Kelley
    November 10, 2015

    by Tim Kelley Posted in Video Insights.

  • The great China slowdown – Part 4

    David Buckland
    November 9, 2015

    As we have noted previously, global steel consumption is expected to decline 3 per cent in 2015 to around 1.6 billion tonnes. According to Macquarie Research, apparent steel consumption from China is down 6 per cent over the nine months to September 2015 and this is largely related to the Chinese construction market, with residential construction demand expected to be down 10 per cent in 2015. Continue…

    by David Buckland Posted in Insightful Insights.

  • The long and the short of investing

    Roger Montgomery
    November 9, 2015

    The western world is living through a unique period in its history. Social, business, technological and generational disruptions are converging, including seismic shifts in the relative power of continental empires. This presents an opportunity for a strategy incorporating ‘short selling’ (also called a ‘sold portfolio’). Currently relegated to the ‘alternative’ category of a portfolio, it could arguably be considered a core for many investors. Continue…

    by Roger Montgomery Posted in Insightful Insights.

  • On Position Sizing and Hedge Funds

    Tim Kelley
    November 9, 2015

    Consider the casino business: The casino enjoys a small statistical edge over the punter, and uses it ruthlessly. While the outcome of any single game could easily be a win or a loss, that statistical edge becomes overwhelming when a large number of games is played. The punters, in aggregate will inevitably lose. Continue…

    by Tim Kelley Posted in Insightful Insights.

  • Switzer TV

    Roger Montgomery
    November 7, 2015

    In this interview with Peter Switzer, Roger Montgomery gives his views on local stocks and whether they’re a buy. Are any of the banks worth holding? Where to for the Australian share market in the wake of China’s slowing growth?

    Screen Shot 2015-11-06 at 1.55.41 pm

    You can listen to all of the team’s television interviews through browsing our media library, view more clips here.

    by Roger Montgomery Posted in Insightful Insights.