Editor’s Pick

Just as we start to believe we have seen everything, all of a sudden a company takes us by surprise.  Take the recent decisions by Select Harvests, for example. continue…

by Andreas Lundberg Posted in Companies, Editor's Pick.

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We make no claim to be accurate forecasters of market booms and crashes.  That’s because, in the very long run, successful value investing does not require an ability to predict markets or economies.  But when respected people like Nobel Laureate economist, Professor Robert J. Shiller, put pen to paper about a looming bear market, we find it pays to listen up. continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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According to the Bank of International Settlements, there are now more margin loans supporting buying in the US stock market than during the tech boom of 1999/2000. And those loans are chasing an ever-narrowing band of tech stocks on the back of a ‘fear of missing out’. This is just one of the many red flags making us nervous right now. continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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In this week’s video insight Scott discusses forecasting and how using present information makes it very difficult for accurate predictions, using REA as an example.

by Scott Shuttleworth Posted in Editor's Pick, Video Insights.

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In this week’s video insight Roger discusses the current market, both global and domestic and notes that current conditions do require a degree of caution.

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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Earlier this week, The Australian – the newspaper I write for fortnightly – updated their reporting of Australian property mogul Harry Triguboff’s view on property prices.

Separately this week, UBS reported the results of a survey of almost 1000 Australian mortgage holders who borrowed in the twelve months to August 2017.  They observed; “Our 2017 survey found factually accurate mortgage applications fell to just 67 per cent. There are now ~$500 billion in ‘Liar Loans’ on the banks’ books.” A third of borrowers admitted to understating their living expenses. continue…

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

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It’s hard not to shake your head in disbelief at the misinformation and spin being peddled by our politicians around an issue that is dominating domestic political debate: energy policy and prices. In this blog, I’m going to tackle three big myths that some of our leading advocates would have you believe. continue…

by Andreas Lundberg Posted in Editor's Pick, Energy / Resources.

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Altium (ASX: ALU) is one of Australia’s most successful software businesses. Over the last five years, the company has grown rapidly, and its stock price has soared more than 10-fold. ALU’s FY2017 result shows a business going from strength to strength. But is it a tad expensive at these prices? continue…

by Scott Shuttleworth Posted in Companies, Editor's Pick.

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In this week’s video insight David discusses the pleasing performance of the Montgomery Global Fund and the future launch of our first Exchange Traded Managed Fund.

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by David Buckland Posted in Editor's Pick, Video Insights.

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In this radio program with Philip Clark, Roger discusses the current market and the red flags that are popping up at the moment. Including assets selling for record prices that produce no income. Roger also discusses the pros and cons of investing globally. Listen to the clip here.

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

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