Editor’s Pick
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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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Why the insurance brokers have run
Lisa Fedorenko
July 11, 2017
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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If the bears are right
Roger Montgomery
July 11, 2017
If the bears are right, an Australian property bubble, a recession for retailers and dramatically slowing Chinese growth rates towards the end of the year, combined with record high asset prices — especially assets that produce no income such as art and two-digit licence plates — are a recipe for a meltdown. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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The great unwind of the Fed’s balance sheet
David Buckland
July 7, 2017
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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BWX’s success in international markets
Tim Kelley
July 4, 2017
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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