Altium Limited (ASX: ALU) is a business we own in our domestic portfolios at Montgomery. It’s highly likely that the business is unfamiliar to most investors given it’s by no means a big business and nor would it be considered by many to be a ‘blue-chip’, but that’s probably why we like it. Continue…

by Russell Muldoon Posted in Insightful Insights.

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In these highlights from Your Money Your Call, Russell Muldoon discusses some sectors showing some value in the market. Watch here.

by Russell Muldoon Posted in TV Appearances.

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Earlier this week Sirtex (ASX: SRX) held its AGM and below we have noted some of the business’ highlights for 2015 and their expectations for the year ahead based on recent trading. 

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by Russell Muldoon Posted in Health Care, Insightful Insights.

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When it comes to investing, choosing the right businesses to back may seem like a daunting task. With literally thousands of opportunities presented to you daily and loads of exciting ‘stories’ that management teams are more than happy to tell you about in order to attract your capital, there’s a way you can further break down the opportunity set into more bite sized chunks. Continue…

by Russell Muldoon Posted in Insightful Insights, Investing Education.

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The one-year forward price-to-earnings (P/E) ratio for the S&P/ASX 200 Index has been on a rollercoaster recently. We would like to try to put a framework around the market movements to more-broadly understand the thinking around the volatility. Continue…

by Russell Muldoon Posted in Insightful Insights, Market Valuation.

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Whilst many market observers appear to be obsessed about a falling and volatile market, let’s flip all that on its head and instead focus on something a little more productive and a little more positive. Continue…

by Russell Muldoon Posted in Insightful Insights.

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For a quick recap on our last post on Veda Group Ltd (ASX: VED), readers might want to revisit our blog here and the reasons we decided to exit our holding late last year. Continue…

by Russell Muldoon Posted in Value.able.

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In these highlights from Your Money Your Call, Russell Muldoon discusses the market and a range of different stocks. Watch here.

by Russell Muldoon Posted in TV Appearances.

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