articles by Christopher Demasi
April 30, 2018
While a lot of people Down Under were dusting off kips and tucking fresh pineapples into their wallets late last Tuesday evening in preparation for the Anzac Day ahead, you may have just missed the funds report from St. James’s Place coming out of the United Kingdom. St James’s Place showed that funds under management can be resilient even when the market gets choppy. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
April 24, 2018
“The key to success is being in the right place at the right time, recognizing that you are there, and taking action!” – Ray Kroc
Last week we had the pleasure of sitting down with some of Montgomery Global’s friends and clients in (a very sunny) Melbourne to discuss how we maximize the chance of investing success: it all comes down to being in the right place at the right time. But what does this mean? Continue…
by Christopher Demasi Posted in Investing Education.
April 5, 2018
The first quarter of this calendar year has seen some wild moves in equity markets, especially when compared to the quiet calm of the share market in 2017. While value investors welcome share price gyrations, volatility isn’t all that matters for stock pickers. Dispersion and correlation are just as important but remain less co-operative. Continue…
by Christopher Demasi Posted in Editor's Pick, Global markets, Market commentary.
March 27, 2018
In this week’s video insight Chris discusses the most valuable companies in the world. Do you know which company is going to the be the first to be worth one trillion dollars? Continue…
by Christopher Demasi Posted in Video Insights.
March 13, 2018
Do you know which country does the most online shopping? How does the US compare? Do you even know what proportion of shopping is done online in Australia? In today’s memo I want to take the pulse of e-commerce across the globe given its becoming such a wonderful opportunity for some businesses, and such a disturbing threat for other businesses. Continue…
by Christopher Demasi Posted in Consumer discretionary.
February 27, 2018
Over the weekend Berkshire Hathaway, the company that has been under Warren Buffett’s stewardship for more than half a century, released its annual report and letter to shareholders. While the annual report contains the financial results of the all Berkshire’s businesses for the preceding year, it is Mr Buffett’s letter to his “partners” that the financial and media community hang out for. It’s usually full of insight and wit juxtaposed with the dryness of the regulatory filing. Continue…
by Christopher Demasi Posted in Companies, Editor's Pick.
February 20, 2018
In the first two trading days of February US interest rates accelerated their advance of the previous few months and the US equity market tumbled (I wrote about our approach to handling the market movements here.) Commentators were quick to point to a causal relationship and many investors worried that any hint of higher rates would continue to up-end stock prices. Continue…
by Christopher Demasi Posted in Market commentary.
February 9, 2018
Bond yields were up Friday night and equity markets were down; then stocks were down again Monday night; volatility surged; so what are you doing now?! Continue…
by Christopher Demasi Posted in Investing Education, Market commentary.
January 24, 2018