Editor’s Pick
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After the plunge, is it time to dive in for Healthscope?
Roger Montgomery
October 31, 2016
When the share price of Healthscope plunged 30% in October, we received numerous queries from many of our thousands of investors and readers. In short, they were asking: after a price dive like that, what did we think about the business now? continue…
by Roger Montgomery Posted in Editor's Pick, Health Care.
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WHITEPAPERS
Bond Rates
Roger Montgomery
October 24, 2016
Arguably the greatest risk to investors today is an underappreciation of how significant a change in bond interest rates will be on the market prices of every asset from shares, to property to collectible licence plates. continue…
by Roger Montgomery Posted in Editor's Pick, Whitepapers.
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IDP looks like being a Brexit beneficiary
Stuart Jackson
October 19, 2016
When Britain voted to leave the EU back on 23 June, it sent the British Pound (GBP) into a tailspin. It’s depreciated 18 per cent against the USD and AUD since the day before the vote. Brexit, and the weakened GBP, will have a material impact on the earnings and valuations of a number of ASX-listed companies doing business in the UK. But not all.
continue…by Stuart Jackson Posted in Companies, Editor's Pick, Global markets.
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POSTED IN Companies, Editor's Pick, Global marketsTaggedBrexit, IDP Education
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This Time is Different?
Roger Montgomery
October 18, 2016
Roger discusses Reinhart and Rogoff’s book, This Time is Different, which reveals four repeating, key ingredients that proceed a financial crisis. What is in store for Australia?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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MEDIA
Four factors of a financial crisis
Roger Montgomery
October 12, 2016
In this interview with Ross Greenwood, Roger discusses four factors that transpire before every economic crisis. Are three of these factors occurring in Australia?
by Roger Montgomery Posted in Editor's Pick, Radio.
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POSTED IN Editor's Pick, RadioTaggedGFC
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Active vs Index Investing
Tim Kelley
October 10, 2016
Last year, when US basketball star LeBron James asked Warren Buffett for investment advice, Buffett advised him to buy an index fund. “Usually the simplest [idea] is the best,” said Buffett. His advice added to the debate about the merits of active fund management versus index investing. continue…
by Tim Kelley Posted in Editor's Pick, Market commentary.
Taggedbuffett, index investing- 3 Comments
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POSTED IN Editor's Pick, Market commentaryTaggedbuffett, index investing
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Ramsay remains in rude health
Ben MacNevin
September 29, 2016
The Montgomery funds have emerged from reporting season with a new investment – Ramsay Health Care (ASX: RHC). Ramsay is one of the top private hospital operators in the world. It’s been a stellar performer on the ASX and, in its recent financial report, signalled more solid growth to come.
continue…by Ben MacNevin Posted in Companies, Editor's Pick, Stocks We Like.
TaggedHealthscope (HSO), Ramsay (RHC)- 7 Comments
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POSTED IN Companies, Editor's Pick, Stocks We LikeTaggedHealthscope (HSO), Ramsay (RHC)
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What’s the deal with TPG?
Stuart Jackson
September 27, 2016
TPG’s results to 31 July 2016 provided the market with its first full 6-month period snapshot of the company including the iiNet acquisition.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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How to cut your ‘fat tail’ risk
Roger Montgomery
September 19, 2016
Confused about how to manage your portfolio in these increasingly uncertain times? You’re not alone. There are so many diverging views. And it’s easy to panic when fund managers start advising to “sell everything”. But instead of selling, a better strategy to manage risk may be to buy into something else. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
Taggedalternatives- 6 Comments
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POSTED IN Editor's Pick, Investing EducationTaggedalternatives
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‘New normal’ just a fad that could hurt retirees’ plans
Roger Montgomery
September 15, 2016
Retirees are in danger of seeing their investment portfolios meaningfully and detrimentally impacted by an unwinding of the latest fad. That fad can be named “expensive defensives” and there are valid reasons for the development of this fad. Indeed many are calling it the “new normal”. But it is just a fad and one that, like all fads, will end. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
Taggedinterest rates- 4 Comments
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POSTED IN Editor's Pick, Market commentaryTaggedinterest rates