• At the start of 2018, I began to question value investing …

    Roger Montgomery
    February 15, 2018

    In this article for Cuffelinks Roger discusses if value investing is relegated to history as an anachronism from a simpler and more innocent time. Read here.

    by Roger Montgomery Posted in On the Internet.
  • Money News 13.02.2018

    Roger Montgomery
    February 15, 2018

    In this interview with Ross Greenwood on Money News I discussed the reporting season, why did JB Hi-Fi shares decline if they provided a good result? And which company is going exceptionally well and came out with a great result?

    by Roger Montgomery Posted in Radio.
  • How bad is Australia’s mortgage stress?

    Stuart Jackson
    February 14, 2018

    The level of household financial stress in Australia is a key issue. This is because a significant pull-back in the financial position of households would have flow-on effects across the economy. So, the recent data released by the nation’s largest lenders provides an important reading of future trends. Continue…

    by Stuart Jackson Posted in Editor's Pick, Financial Services.
  • Correction casts seeds of doubt

    Roger Montgomery
    February 14, 2018

    In this article published in The Australian, Roger discusses the recent volatility and the advantage of holding cash as if provides flexibility to take advantage of lower prices. Read here.

    by Roger Montgomery Posted in In the Press.
  • Why we’re still cautious on retail stocks

    Andreas Lundberg
    February 14, 2018

    With household costs going up, and the wage index comping down, it’s little wonder Australians are finding it harder to save. If this trend continues, it spells leaner times for Australian businesses exposed to consumer spending. Continue…

    by Andreas Lundberg Posted in Consumer discretionary.
  • Why we aren’t concerned to see volatility rising

    Tim Kelley
    February 13, 2018

    In this week’s video insight Tim gives you a perspective on how we’re thinking about the recent market moves and trying to position for a good long-run outcome for our investors.

    by Tim Kelley Posted in Editor's Pick, Video Insights.
  • Talking lifestyle radio with Roger Montgomery

    Roger Montgomery
    February 13, 2018

    Roger Montgomery joined George and Paul on Talking Lifestyle Radio to discuss the current stock market volatility and the change in sentiment from thinking about growth to thinking about how much less money is going to be worth. Is this the beginning of something horrible? Listen here. 

     

    by Roger Montgomery Posted in Radio.
  • Make market corrections your ally

    Roger Montgomery
    February 12, 2018

    Recent experience excepted, corrections are typically more frequent and regular than many would prefer, so investing should not occur without acceptance of this. That said, it’s important to prepare, first by making the right investments, and secondly by adopting the right temperament. Continue…

    by Roger Montgomery Posted in Investing Education.
  • Protected: PROTECTED

    Roger Montgomery's Team
    February 12, 2018

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

    by Roger Montgomery's Team Posted in Old Content.
  • Stocks and strategies for stormy markets

    Roger Montgomery
    February 12, 2018

    In this Livewire exclusive Roger discusses his view on the Dow Jones’ 2-day, 1,8000 point correction, stressing the importance of avoiding fads and investing for the long-term. Read here.

    by Roger Montgomery Posted in On the Internet.