Editor’s Pick

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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In this week’s video insight Roger discusses why fund managers may currently have maximum cash in balance sheets or portfolios and how correction in share prices might be short lived, as the cash is freely available to purchase stocks which limits the extent of a market decline.

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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In this article for Professional Planner, Roger discusses how the population of real-estate experts has grown so much faster than the Australian population itself. Read here.

by Roger Montgomery Posted in Editor's Pick, On the Internet.

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

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Last October, demographer and author Bernard Salt wrote that millennial hipsters should spend less on ‘smashed avocado and crumbled feta’ and more on saving for a home deposit. His comment sparked a furious cross-generational debate – the idea that millennials can’t afford to buy a home simply because they spend too much on brekky appeared ludicrous. continue…

by Scott Shuttleworth Posted in Editor's Pick, Property.

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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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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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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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