Financial Services
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Banking, super and the Murray Inquiry
Roger Montgomery
July 16, 2014
In this interview with Ticky Fullerton on ABC’s The Business on 15 July 2014, Roger Montgomery takes a look at the banking sector in light of the recent Murray inquiry, and what this means for superannuation. Watch here.
by Roger Montgomery Posted in Financial Services.
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Parliamentary inquiry into financial advice
Roger Montgomery
July 9, 2014
With some good news for Australian investors, my friend Simon Hoyle has just broken details on the Opposition’s call for a parliamentary inquiry into financial advice. We’ve posted an excerpt below, but to read Simon’s full article on Professional Planner, click here. continue…
by Roger Montgomery Posted in Financial Services, Market commentary.
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The Big Four’s Best…
Ben MacNevin
May 5, 2014
The Big Four banks feature prominently in many investors’ portfolios, typically because financials account for over 40 per cent of the Australian share market, coupled with their attractive dividends. At Montgomery, we focus on a company’s growth prospects rather than yield, which is the reason we hold ANZ in the Funds. continue…
by Ben MacNevin Posted in Companies, Financial Services, Insightful Insights.
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Looking to: China Rongsheng Heavy Industries
David Buckland
April 17, 2014
We have written about China Rongsheng Heavy Industries, one of the largest shipbuilders in the world, on several occasions. (See our posts from August 2012, and July 2013). continue…
by David Buckland Posted in Companies, Financial Services, Foreign Currency, Insightful Insights.
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Exploring a Bank’s Earnings
Ben MacNevin
March 13, 2014
The income of Australia’s major banks is largely dependent on the economy’s appetite for credit. When credit growth is modest, as it has been of late, the banks must reduce costs in order to maintain earnings growth. But this stage of the credit cycle also presents an earnings tailwind in the form of lower impairment charges, which the banks have been enjoying. continue…
by Ben MacNevin Posted in Economics, Financial Services.
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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.
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Reporting Season Avalanche
Roger Montgomery
February 21, 2014
After a little digging, we were impressed by the results of both Challenger Limited (CGF) and G8 Education Limited (GEM). Below follow a few points on each business (both of which are in the top ten holdings of either or both The Montgomery Fund and The Montgomery [Private] Fund). continue…
by Roger Montgomery Posted in Companies, Financial Services.
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Bentham IMF: Smoothing Out The Lumps
Tim Kelley
February 14, 2014
One listed company that we find interesting is Bentham IMF Limited (ASX:IMF). IMF is a litigation funder that provides the money to mount class actions in return for a share of the proceeds where cases are won or (more usually) settled. Over the years, IMF has developed a reputation for being able to identify and back cases that have a very good chance of success, and for doing so profitably. continue…
by Tim Kelley Posted in Companies, Financial Services.
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Beijing’s Big Bad Banks, Part II
David Buckland
January 17, 2014
On Wednesday, we compared the performance of China’s Shanghai Composite Index with the US S&P 500 over the seven years to December 2013 (see here). China’s investment-driven, debt-fuelled strategy has seen poor performance from several listed companies, many of which are controlled by the state. And the threat of rising bad debts, particularly in the so-called shadow-banking sector, is yet to play out. continue…
by David Buckland Posted in Financial Services, Insightful Insights.
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Beijing’s Big Bad Banks, Part I
David Buckland
January 15, 2014
The prevailing view of many readers is that China’s communist regime will not allow an economic crash landing. Given their record foreign exchange reserves, the government can always throw money at the problem. continue…
by David Buckland Posted in Financial Services, Insightful Insights.
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Are the Big Four Banks Partying Like it’s 2007?
Tim Kelley
November 8, 2013
Regular readers will be aware of the very strong run enjoyed by the Big Four banks recently, and of our view that the price rises have pushed them into somewhat expensive territory. continue…
by Tim Kelley Posted in Financial Services.
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