Monthly Archives: June 2019

  • Finding value, the marginal return on capital

    Stuart Jackson
    June 18, 2019

    In assessing the value of a company, the market tends to focus almost exclusively on the outlook for earnings growth. While obviously important, this ignores other variables that are equally relevant in determining whether a stock represents a good investment from both a quality and a valuation perspective. Continue…

    by Stuart Jackson Posted in Economics, Investing Education.

  • How we assess value

    Andreas Lundberg
    June 17, 2019

    In this week’s video insight Andreas shares our valuation framework for assessing a company. Our framework is based on the concept of intrinsic value, where we form a view of what a business is worth and then compare that valuation to what the market is prepared to pay. How does our approach differ to other investors?
    Continue…

    by Andreas Lundberg Posted in Video Insights.

  • Which way next for BINGO Industries?

    Roger Montgomery
    June 17, 2019

    The share price of waste management business, BINGO Industries (ASX:BIN), has been on a roller-coaster ride since the company listed on the ASX in 2017.  With its heavy exposure to property development, it remains to be seen which way it moves next. Continue…

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

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    Roger Montgomery's Team
    June 14, 2019

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    by Roger Montgomery's Team Posted in Old Content.

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    Roger Montgomery's Team
    June 14, 2019

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    Roger Montgomery's Team
    June 13, 2019

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  • Central Banks Have Only Deferred The Pain

    Roger Montgomery
    June 13, 2019

    Roger joined Alex Saunders to discuss the broader outlook for the Australian economy. In this 30-minute interview, they take a look at current debt levels, the state of the housing market, banks, lending and the implications of global conditions. Where is the economy headed?

    by Roger Montgomery Posted in Editor's Pick, TV Appearances.

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    Roger Montgomery's Team
    June 13, 2019

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  • A closer look at distributions

    Dean Curnow
    June 13, 2019

    It is everyone’s favourite time of year, and for those not in financial services, I am not referring to the peak of winter, I am referring to 30 June. Across the Montgomery suite of strategies, some of our actively managed equity funds will look to pay a distribution come 30 June. Here I summarise some of the finer points to be mindful of as a unit holder in a managed fund, and what this may mean for you. Continue…

    by Dean Curnow Posted in Investing Education.

  • Private equity tower is flush amid risks galore

    Roger Montgomery
    June 12, 2019

    In this article for the Australian Roger discusses how each day brings more news of another huge technology IPO, often by businesses that have never made a profit – and perhaps never will. But there are new signs that this latest tech bubble could be coming to an end. Read here.

    by Roger Montgomery Posted in In the Press.