Editor’s Pick

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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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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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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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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In this week’s video insight Lisa discusses Steadfast and AUB group and their stand out performance year to date.

The Montgomery Funds own shares in Steadfast and AUB group.

by Lisa Fedorenko Posted in Editor's Pick, Video Insights.

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

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For the first time since it began its quantitative easing in 2009, the US Federal Reserve (Fed) announced it would commence the gradual unwind of its US$4.5 trillion balance sheet sometime later in 2017.  Should this plan proceed, higher borrowing costs for corporations and households will be the likely result and this warrants a degree of caution. continue…

by David Buckland Posted in Editor's Pick, Financial Services, Global markets.

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In this week’s video insight, Tim discusses a company held in our domestic funds, BWX and their early success in international markets.

by Tim Kelley Posted in Editor's Pick, Video Insights.

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In this article published in The Australian, Roger discusses health care stocks and how there are certainly a number of favourable underlying drivers for private hospital operators in Australia. Read here.

by Roger Montgomery Posted in Editor's Pick, In the Press.

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The promo for Alex Malley’s book, The Naked CEO, says the author has ‘led a life rich in successes and mistakes’. Well, those successes and mistakes have been on show of late, thanks to the spectacular meltdown of the organisation he led, CPA Australia, where we’ve witnessed the very worst of corporate excess – but at a not-for-profit industry body. continue…

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

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