Editor’s Pick
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Borrowers hit again
Roger Montgomery
June 10, 2017
The following table reveals the financial stress on interest only mortgagors is mounting. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Wrapping up Vita Group
David Buckland
June 8, 2017
Today’s blog will most likely be our final with respect to Vita Group Limited (ASX: VTG). In a portfolio of 20-30 companies, we will make mistakes – and VTG is, in absolute terms, one of our larger ones. Importantly, despite this loss and others The Montgomery Fund has outperformed over the long term. We also maintain a continued focus on where and why we erred. continue…
by David Buckland Posted in Companies, Editor's Pick, Technology & Telecommunications.
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We banked on it
Roger Montgomery
June 5, 2017
Back in January this year, The Montgomery Global Fund’s Portfolio Manager, and CIO for Montaka Global Fund, Andy Macken wrote a blog here warning investors about the quality of Bendigo and Adelaide Bank’s (ASX:BEN) earnings. continue…
by Roger Montgomery Posted in Editor's Pick, Financial Services, Global markets, Insightful Insights, Investing Education.
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Current challenges for investors
Roger Montgomery
May 30, 2017
In this week’s video insight Roger discusses the current challenges for investors, particularly those focused on quality and opportunities for growth. This being due to reasons such as the expected downturn in the property market, inevitable downturn in construction activity and record levels of debt.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Chinese investment in Australian property takes a dive
Roger Montgomery
May 30, 2017
For some time, property advocates have been arguing that Australian residential real estate prices will remain buoyed by the steady stream of Chinese immigrants buying property at any price. Now, it seems, that stream is turning to a trickle as the impact of tighter credit starts to bite. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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MEDIA
Buy Hold Sell: Where is the value?
Roger Montgomery
May 25, 2017
Roger Montgomery featured in Livewire’s Buy Hold Sell to discuss the stocks that are hitting 12 month lows. Watch the 3 minute clip below.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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After its price dip, is Telstra now good value?
Tim Kelley
May 24, 2017
Telstra (TLS) is not high on the list of businesses we would most like to own. Having said that, it is not a terrible business, and at the right price it makes sense to own it, particularly given its steady dividend stream. So, with TLS’s share price down around 20 percent over the past year, we decided to assess its value. continue…
by Tim Kelley Posted in Companies, Editor's Pick.
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Index funds lack checks on stocks they buy
Roger Montgomery
May 15, 2017
If you’re an educated investor, should you be investing in index funds? We don’t believe so. And the reason is simple: index funds are not selective in their approach to buying and selling stocks, and ignore the long-term drivers of returns, such as ‘value’ and ‘quality’.
continue…by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Why we continue to hold Vita Group
Scott Shuttleworth
May 15, 2017
Vita Group Limited (ASX: VTG) released an announcement that spooked the market, but was the news really that bad or did the market over-react? In this post we cover the main points of the announcement. continue…
by Scott Shuttleworth Posted in Companies, Editor's Pick, Technology & Telecommunications.
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Are banks and resources starting to roll over?
Roger Montgomery
May 9, 2017
In this week’s video insight Roger discusses the outlook for banks, retailers and resource companies. He also discusses the recent performance of Montgomery’s domestic and global funds.
by Roger Montgomery Posted in Editor's Pick, Video Insights.