Monthly Archives: November 2015

  • To be or not to be…Buffett

    Roger Montgomery
    November 3, 2015

    An interesting media spectacle is playing out in the US where fund managers, in support of Valeant, a pharmaceutical company, cite the company’s parallels with the types of investments Warren Buffett and Charlie Munger at Berkshire Hathaway make. Continue…

    by Roger Montgomery Posted in Insightful Insights.

  • Treasury Wine Estates – Part 4

    Stuart Jackson
    November 3, 2015

    As set out in the previous parts of this series (here, here and here), Treasury Wine Estate’s (TWE) performance has to improve significantly on an underlying basis to justify the current share price. The fall in the currency is not enough to justify the share price by itself. Continue…

    by Stuart Jackson Posted in Insightful Insights.

  • Are there only 3 Big Banks?

    Roger Montgomery
    November 3, 2015

    In this interview with Ticky Fullerton, Roger discusses the sharemarket, the Australian dollar and the RBA’s decision not to cut rates. What does this mean for mortgage holders and the big banks? Watch here.

    by Roger Montgomery Posted in TV Appearances.

  • Servicing the IOT (3/11/2015)

    Russell Muldoon
    November 3, 2015

    by Russell Muldoon Posted in Video Insights.

  • ‘Discounted’ Challenger offers investors a solid growth opportunity

    Roger Montgomery
    November 2, 2015

    In this column published in The Australian, Roger discusses one of Montgomery’s biggest holdings, Challenger, and the outlook in relation to David Murray’s Financial System Inquiry.

    Click on the image below to read his piece about investing in the annuity market.

    Screen Shot 2015-11-02 at 3.59.42 pmYou can read all of the team’s press articles through browsing our media library, view more articles here.

    by Roger Montgomery Posted in Insightful Insights.

  • Three things every investor must avoid

    David Buckland
    November 2, 2015

    The path to investment success is fraught with peril. It needn’t be this way, but along the road there are many traps for the unwary, and it seems that the natural state for we humans – at least when it comes to investments – is a certain level of unwariness.

    With this in mind, we’ve set out below what we see as some of the main pitfalls along the way, and some thoughts on how you may avoid them. 

    Continue…

    by David Buckland Posted in Insightful Insights, Investing Education.