Editor’s Pick
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The future for Montgomery Global
David Buckland
September 5, 2017
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.
by David Buckland Posted in Editor's Pick, Video Insights.
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MEDIA
ABC Nightlife
Roger Montgomery
September 1, 2017
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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FY2017 reporting season update
Stuart Jackson
August 30, 2017
In this week’s video insight Stuart discusses the reporting season, with 80 percent of the results complete, he provides some insight into what the company report cards have told us.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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Does Telstra represent good value after its fall?
Tim Kelley
August 25, 2017
Back in May, we noted that the Telstra (TLS) share price had fallen by more than 20 percent in the previous 12 months, and we asked whether good value might be on offer. At that time, we estimated the value of TLS shares to be in the region of $3.77 per share, and concluded that value was not compelling against a share price at the time of $4.42. Following its recent results announcement, TLS shares have fallen to a level close to our previous value estimate, and in a market where value generally is scarce, it makes sense to repeat the question: does TLS represent good value? continue…
by Tim Kelley Posted in Companies, Editor's Pick, Technology & Telecommunications.
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Why they’re pessimistic about this market
Roger Montgomery
August 23, 2017
You may be surprised to know that our largest position by far is cash. And that’s because we’re not finding value among the quality businesses we like to own. In value investing, patience can be a virtue, and we think holding cash will pay off handsomely. But, of course, not everyone will agree with us. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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How the market misinterpreted Resmed’s results
Andreas Lundberg
August 8, 2017
In this week’s video insight Andreas discusses Resmed’s results and how the market sometimes acts irrationally to new information which can present opportunities.
by Andreas Lundberg Posted in Editor's Pick, Video Insights.
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Which is a better investment – property or shares?
Andreas Lundberg
August 2, 2017
After a previous post on negative gearing, a reader asked us what an investment property would look like from a company value analysis perspective. Good question. Here’s my attempt to answer it. You may find it useful when considering your next investment decision. continue…
by Andreas Lundberg Posted in Editor's Pick, Property.
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MEDIA
Money News 25.07.2017
Roger Montgomery
July 26, 2017
Roger Montgomery joined Ross Greenwood on Money News to discuss sectors that are going to do well and what the strong Australian dollar will do for retail.
by Roger Montgomery Posted in Editor's Pick, Radio.
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Reporting season is almost upon us
Roger Montgomery
July 25, 2017
In this week’s video insight Roger discusses how domestic microeconomics might impact individual sectors and some companies within them.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Electric vehicles are about to revolutionise the way we drive
Tim Kelley
July 17, 2017
Around the world, there are over 1 million electric vehicles (EVs) on the road, and it’s forecast this number could reach 20 million by 2020. Which means that EVs promise disruption and opportunities on a grand scale – for auto industries and a wide range of other businesses. continue…
by Tim Kelley Posted in Editor's Pick, Manufacturing.
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