Editor’s Pick
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It’s time to say adios to the Global Everything Boom
Roger Montgomery
November 21, 2018
Over the last 10 years, quantitative easing (QE) by many of the world’s central banks has driven down interest rates and steered large numbers of ‘investors’ to speculate on the appreciation of anything, creating what’s been called the Global Everything Boom. But now the boom is waning, and highly indebted speculators better watch out. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Will the negative financial headlines lead the Aussie consumer?
David Buckland
November 13, 2018
In this week’s video insight David discusses the impact of all the recent negative financial headlines. Are they a reaction to the 5-7 per cent decline recorded by many stocks in October or the fact that the Australian housing market has entered first bear market in years?
by David Buckland Posted in Editor's Pick, Video Insights.
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MEDIA
Buy Hold Sell: 3 stocks making headlines, 2 flying under the radar
Roger Montgomery
November 12, 2018
With many stocks recently filling the headlines of major media outlets I joined Livewire’s Buy Hold Sell to discuss three of these. Corporate Travel Management, BHP and AMP.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Reducing our Weighting to Cash
Tim Kelley
November 6, 2018
In this week’s video insight Tim discusses The Montgomery Fund’s cash weighting. As value has not been easy to find, we are happy to hold cash for a couple of reasons. In October, a window of opportunity started to open and we have deployed some of our cash.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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A very small growing fish in a very large pond
Stuart Jackson
October 30, 2018
Aristocrat Leisure Limited (ASX:ALL) has diversified its exposure beyond gaming machines over the last six years with a push into the online, and more recently the mobile games market. This began with its acquisition of social casino business Product Madness, and the internet gaming system and remote game server from GameAccount Network in late 2012 for around A$32 million. continue…
by Stuart Jackson Posted in Editor's Pick, Stocks We Like, Technology & Telecommunications.
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Part 2: Stay or leave?
Roger Montgomery
October 25, 2018
In our last article we demonstrated that ‘time in’ the market is clearly important but let me first remind you that if you are investing for the long-term, you must stick to ‘quality.’ continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Part 1: Stay or leave?
Roger Montgomery
October 24, 2018
Trying to accurately predict a market correction successfully is virtually impossible. As the legendary former mutual fund manager Peter Lynch said: “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in the corrections themselves.” continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Rates are rising, should investors be cautious?
Roger Montgomery
October 18, 2018
In this week’s video insight Roger discusses the outcome of rising rates. Sentiment shifts from thinking about growth, to the relative attractiveness of cash, or perhaps more accurately, the increasing dangers of risky assets. Should investors be cautious?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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The people behind the process
Scott Phillips
October 15, 2018
Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with our newest analyst on our global equities team – Lachlan Mackay. continue…
by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates.
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Where to next for residential property?
Tim Kelley
October 10, 2018
If you take an interest in the Australian residential property market (and who among us doesn’t?), the latest release from CoreLogic contains some interesting data points. continue…
by Tim Kelley Posted in Editor's Pick, Property.
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