Editor’s Pick
-
Introducing The Montgomery Small Companies Fund
Roger Montgomery
August 20, 2019
We are delighted to welcome respected fund managers Gary Rollo and Dominic Rose to the Montgomery team as we launch our first small companies fund. continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates.
-
What’s next for the residential construction industry?
Roger Montgomery
August 15, 2019
In this week’s video insight, Roger takes a look at what the future holds for the residential construction industry. We have maintained the view that retailers will report reasonable numbers for FY19 with construction activity still strong as homes that were ordered a year or two ago are still under construction. But once those homes are completed, will the picture for retailers deteriorate rapidly?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
- watch video
- save this article
- POSTED IN Editor's Pick, Video Insights
-
MEDIA
Money News 13.08.2019
Roger Montgomery
August 14, 2019
In this interview on Money News Roger and Ross discuss the current protests in Hong Kong, what will happen if Chinese troops step in? On a domestic note, with a rising population should you be looking for opportunities in the industrials sector?
by Roger Montgomery Posted in Editor's Pick, Radio.
- save this article
- POSTED IN Editor's Pick, Radio
-
Reporting season takes off…
Roger Montgomery
August 8, 2019
What a week! The start of reporting season, and a return of Trump and Xi-inspired market volatility. Which suits us just fine. Because, with plenty of cash, we’re ready to invest in good quality businesses that may become cheaper if the market turns down. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- save this article
- POSTED IN Companies, Editor's Pick
-
Keep an eye on firms exposed to residential building
Roger Montgomery
August 6, 2019
With the market on a tear, bargains are hard to come by. But patient investors might soon find some joy in businesses exposed to the residential construction sector – potentially firms like Bingo and Nick Scali – whose share prices could come off as construction activity softens. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property.
- save this article
- POSTED IN Companies, Editor's Pick, Property
-
WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
READ HERE -
MEDIA
Where is the market heading?
Roger Montgomery
July 31, 2019
In this interview for Switzer TV, Roger joins Peter Switzer to discuss exactly where the market is at right now. Low interest rates are pushing equities higher creating a challenge for value investors. Although, if we take a look overseas, there are a lot more opportunities.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
- 1 Comments
- save this article
- POSTED IN Editor's Pick, TV Appearances
-
Shoddy building practices are a ticking time bomb that won’t go away
David Buckland
July 29, 2019
Australia’s recent residential building boom saw the rapid erection of hundreds of high-rise apartment blocks, and, for a while, everyone seemed to be making money. But now the cost of poor building standards is coming back to bite many players in the industry. continue…
by David Buckland Posted in Editor's Pick, Property.
- 2 Comments
- save this article
- POSTED IN Editor's Pick, Property
-
The case to invest globally just got stronger
Roger Montgomery
July 25, 2019
Right now, there’s no shortage of analysts cautioning investors that equities are over-priced, given that many businesses are sitting on elevated, if not euphoric, multiples. But looking more closely, is it the right time to switch out of cash and into global equities? continue…
by Roger Montgomery Posted in Editor's Pick, Global markets.
- 8 Comments
- save this article
- POSTED IN Editor's Pick, Global markets
-
How to profit from short selling
Joseph Kim
July 22, 2019
As you likely know, short selling is a trading strategy that involves borrowing and then selling shares in a business, with the aim of buying them back and returning them when the share price falls. What you may not realise is that it’s possible to take advantage when other investors short sell a stock. continue…
by Joseph Kim Posted in Editor's Pick, Investing Education.
- save this article
- POSTED IN Editor's Pick, Investing Education
-
Recent data suggest the slowdown is just beginning
Roger Montgomery
July 16, 2019
The latest RBA rate cut indicates all is not well in the Australian economy, and retail and housing data seem to back this up. It’s time to be selective about where you invest. While sentiment might have improved of late, actual spending hasn’t picked up. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
