Editor’s Pick

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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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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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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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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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.

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by Andreas Lundberg Posted in Editor's Pick, Video Insights.

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