Monthly Archives: January 2016

  • One stock for the value song sheet

    Roger Montgomery
    January 18, 2016

    In this article for the Switzer Super Report, Roger talks about Telecom New Zealand,  the first incumbent telco in the world to voluntarily split, creating Chorus Limited (CNU) – the owner of New Zealand’s existing copper telecommunications network. Read here.

    by Roger Montgomery Posted in On the Internet.

  • Protected: PROTECTED

    Roger Montgomery's Team
    January 18, 2016

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    by Roger Montgomery's Team Posted in Old Content.

  • Seeking an Update

    Roger Montgomery
    January 18, 2016

    As you may already be aware the employment job board provider Seek (ASX: SEK) is held in both The Montgomery Fund and Montgomery [Private] Fund.

    Recently our friend at Morgans, Ivor Ries, published a terrific note on the Seek Premium Talent Search (PTS) product. While this is one of a number of the new initiatives the company will launch over the next few years – to effectively move into the recruitment market, it is perhaps the most significant in terms of identifiable opportunity for revenue growth. Continue…

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

  • 6 months to December 2015 – a brief review

    David Buckland
    January 16, 2016

    The Montgomery business comprises four products. The two domestic products The Montgomery Fund (TMF) and the Montgomery [Private] Fund (MPF) are lead by Tim Kelley and Russell Muldoon, respectively. Continue…

    by David Buckland Posted in Montgomery News and Updates.

  • How has Montgomery performed in tough equity markets?

    David Buckland
    January 13, 2016

    by David Buckland Posted in Video Insights.

  • Your Money Your Call

    David Buckland
    January 13, 2016

    In these highlights from Your Money Your Call, David Buckland discusses superannuation legislation and resource stocks.

    by David Buckland Posted in TV Appearances.

  • Black cloud hangs over Aurizon

    Roger Montgomery
    January 13, 2016

    In this column published in the Herald Sun, Andrew discusses the outlook for Aurizon Holdings. Read here.

    by Roger Montgomery Posted in In the Press.

  • How to invest in great businesses

    Roger Montgomery
    January 13, 2016

    In this article published in the ASX Newsletter, Roger steps through how to spot exceptional companies. Read here.

    by Roger Montgomery Posted in In the Press.

  • BHP hits an eleven year low

    Roger Montgomery
    January 12, 2016

    In this interview with Neil Breen, David Buckland discusses the recent market volatility. What does this mean for oil producers? Listen here.

    by Roger Montgomery Posted in Radio.

  • How do we calculate returns?

    David Buckland
    January 6, 2016

    When we discuss the returns of our funds some of the questions that invariably arise are; how do we arrive at the total return figure? And, how do Trusts calculate distributable income? The frequency of these questions suggests that it’s a mystery to many of our investors, so this short paper is designed to help you understand the figures we report. Continue…

    by David Buckland Posted in Insightful Insights.