Editor’s Pick
-
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.
- 14 Comments
- save this article
- POSTED IN Companies, Editor's Pick
-
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.
-
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.
-
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.
-
Why residential real estate is a poor investment right now
Roger Montgomery
May 2, 2017
Have you ever wondered why Australia has no listed residential REITs (real estate investment trusts)? The simple answer is that they would offer poor returns. And, these days, the returns would be worse than ever. But the good news for would-be buyers is that the property price bubble could be about to end. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- 6 Comments
- save this article
- POSTED IN Editor's Pick, Property
-
WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
READ HERE -
Is it time to hold more cash?
Roger Montgomery
May 1, 2017
Warren Buffett once wrote that “cash is a bad investment over time. But you always want to have enough so that nobody else can determine your future.” We agree. And with most investors having migrated away from cash, we see some good reasons why holding more looks like a good idea right now.
continue…by Roger Montgomery Posted in Editor's Pick, Market commentary.
-
The news looks good, so why have Sirtex shares been dumped?
Scott Shuttleworth
April 25, 2017
Over the weekend, the results were released of a trial comparing the efficacy of two treatments for late stage liver cancer. The treatments were SIRT, pioneered by Australian biotech, Sirtex, versus Sorafenib. The results were generally positive for SIRT. So why has the market responded so harshly?
continue…by Scott Shuttleworth Posted in Editor's Pick, Health Care.
- 6 Comments
- save this article
- POSTED IN Editor's Pick, Health Care
-
MEDIA
Borrowing to invest just adds to market volatility
Roger Montgomery
April 20, 2017
In this article published in The Australian, Roger discusses patience and the risk of borrowing to invest. Read here.
by Roger Montgomery Posted in Editor's Pick, In the Press.
- save this article
- POSTED IN Editor's Pick, In the Press
-
Telstra and TPG, who will win share?
Stuart Jackson
April 18, 2017
TPG has confirmed its intention to build a fourth mobile network in Australia with its successful A$1.26bn acquisition of two 10MHz spectrum licenses in the most recent Government tender. The market’s reaction has been savage, with the share price of the dominant incumbent operator Telstra, falling by almost 10 per cent since TPG’s announcement. continue…
by Stuart Jackson Posted in Editor's Pick, Technology & Telecommunications.
-
Does Telstra’s Kevin Russell have his eyes on Vita Group’s stores?
Roger Montgomery
April 5, 2017
What a week it’s been for Vita Group (VTG), which operates over 100 Telstra stores. On 4 April, Fairfax published an article referring to a ‘leaked’ Telstra draft document that said it is considering taking back high performing stores from licensees. VTG’s share price promptly plummeted. After VTG rebutted the leak, its share price rebounded. So, who should we believe? continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- 15 Comments
- save this article
- POSTED IN Companies, Editor's Pick
