Monthly Archives: January 2016

  • Biting the dust?

    Roger Montgomery
    January 22, 2016

    One of the categories for Montaka’s short selling framework is structural decline. Another is asymmetric risk.

    One company that we believe fits at least both of these categories is Freeport-McMoRan, a U.S.-based natural resource producer of gold, silver and copper with operations in Asia and Spain. Continue…

    by Roger Montgomery Posted in Insightful Insights.

  • Value Investing Series, Part 1&2

    Roger Montgomery
    January 21, 2016

    If you are interested in learning about value investing, last year we recorded a podcast series with 2GB.  We will share a six-part series across the blog over coming weeks. 

    Continue…

    by Roger Montgomery Posted in Insightful Insights, Investing Education.

  • Should you invest in gold?

    Roger Montgomery
    January 21, 2016

    In this article, Roger is interviewed by Yen Kuan Gan discussing the slump in the spot price of gold and the key issues that might hit financial market sentiment and potentially dictate the direction of the gold price this year. Read here.

    by Roger Montgomery Posted in On the Internet.

  • How diverse is your super or SMSF investment portfolio?

    Scott Phillips
    January 21, 2016

    Here at Montgomery, investors often ask us if it is a wise idea for them to invest all their superannuation savings into our funds. Unfortunately, we cannot provide personal advice however, we thought it may be useful to outline some of the basic principles of investment diversification – and how it might be applied to your superannuation investment portfolio. Continue…

    by Scott Phillips Posted in Insightful Insights.
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  • The market declines

    Scott Shuttleworth
    January 20, 2016

    2016 was kicked off with a slump across the world’s financial markets. This has added somewhat of a pinch of sourness to the projections of many market forecasters. Continue…

    by Scott Shuttleworth Posted in Insightful Insights.

  • SPOTTING VALUE IN AN UNCERTAIN CLIMATE

    Roger Montgomery
    January 20, 2016

    In this column published in the Herald Sun, Roger discusses aggregate returns and whether better value might emerge, along with some of the factors that suggest you may get a better bite of the cherry if you remain patient before adding to existing holdings. Read here. 

    by Roger Montgomery Posted in In the Press.

  • Stocks we like – Chorus

    Roger Montgomery
    January 20, 2016

    In November 2011 Telecom New Zealand became the first incumbent telco in the world to voluntarily split, creating Chorus Limited (ASX: CNU) – the owner of New Zealand’s existing copper telecommunications network, and Spark Limited (SPK) – the mobile network, and retail business operator. Continue…

    by Roger Montgomery Posted in Companies, Stocks We Like.

  • Protected: PROTECTED

    Roger Montgomery's Team
    January 19, 2016

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

    by Roger Montgomery's Team Posted in Old Content.

  • Share Market Update

    David Buckland
    January 19, 2016

    In this interview with Ross Greenwood, David Buckland discusses the second positive day on the share market since the New Year and what companies investors might be buying.  Listen here.

    by David Buckland Posted in Radio.

  • Beat the market – Part II

    Roger Montgomery
    January 19, 2016

    Growth is an important component in any strategy designed to beat the market. But you may be surprised to hear that there is good growth and bad growth. Read on to find out more… Continue…

    by Roger Montgomery Posted in Insightful Insights.