Monthly Archives: November 2017

  • Protected: PROTECTED

    Roger Montgomery's Team
    November 14, 2017

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    by Roger Montgomery's Team Posted in Old Content.

  • Value investing in the age of machine learning

    Tim Kelley
    November 14, 2017

    The advent of machine-driven investing means that computers can quickly pounce on stocks that the market seems to have mispriced. This development has raised the bar for value investors seeking to outperform the market.  But it’s not the beginning of the end for human stock-pickers.
    Continue…

    by Tim Kelley Posted in Investing Education.

  • SKY BUSINESS WITH TICKY FULLERTON FEATURING ROGER MONTGOMERY: 9 NOVEMBER 2017

    Roger Montgomery
    November 13, 2017

    Roger joined Ticky Fullerton on Sky Business to discuss if there could be a market correction on the way. There doesn’t seem to be any correlation between economic growth and the stock market.

    Continue…

    by Roger Montgomery Posted in TV Appearances.

  • Grappling with a giant

    Roger Montgomery
    November 13, 2017

    In this article published in Money Magazine, Roger discusses the arrival of Amazon. Could this be an opportunity for investors and which retail companies will survive? Read here.

    by Roger Montgomery Posted in In the Press.

  • Cash will be king again

    Roger Montgomery
    November 13, 2017

    Roger Montgomery writes an article for Nestegg where he discusses that we are closer to the end of a major and long-lived credit cycle than we are to any beginning. Read here.

    by Roger Montgomery Posted in On the Internet.

  • Two reasons we don’t invest in mining firms

    Andreas Lundberg
    November 13, 2017

    As most of our readers likely know, you are very unlikely to see any Montgomery managed funds invest in mining companies. And recent news out of China supports our investment approach. Continue…

    by Andreas Lundberg Posted in Energy / Resources.

  • DOWNWARD PRESSURE ON SYDNEY PROPERTY PRICES

    Roger Montgomery
    November 10, 2017

    It’s been a long time coming, but it seems the much-anticipated end to Sydney’s housing bubble has finally arrived. And, Australia-wide, there’s a growing list of areas with owners struggling to cope with mountains of debt. The question is, how far will property prices fall?
    Continue…

    by Roger Montgomery Posted in Editor's Pick, Property.

  • Three factors that drive private hospital profits

    Lisa Fedorenko
    November 10, 2017

    As an investor, there’s a lot to love about private hospital businesses, like Ramsay Healthcare (ASX:RHC) and Healthscope (ASX:HSO). For a start, they’re hard to disrupt. They also benefit from Australia’s ageing population, with its rising demand for health services. But the factors that influence profitability are a bit more complex. Continue…

    by Lisa Fedorenko Posted in Companies, Health Care.

  • Bank Results in a Nutshell

    Roger Montgomery
    November 9, 2017

    Stuart Jackson, Portfolio Manager for The Montgomery [Private] Fund and Senior Analyst whipped up the following summary of the Big Four bank’s 2017 results for a TV interview during which the host decided to chat about something else.

    So here’s are Stuart’s thoughts – now exclusive to the insights blog! Continue…

    by Roger Montgomery Posted in Financial Services.

  • What NAB’s announcement really means

    Roger Montgomery
    November 9, 2017

    In this article for Cuffelinks Roger discusses the details of NAB’s recent profit announcement. Around 17 per cent of the company’s workforce will lose their jobs over the next three years due to automation, artificial intelligence and robots. Read here.

    by Roger Montgomery Posted in On the Internet.