Insightful Insights

In this recent post I discussed some of the statistics behind investment outperformance, and made the observation that in recent years, the stocks selected for inclusion in The Montgomery Fund have outperformed the market only 54 per cent of the time.  While we get more right than we get wrong, the actual percentage of stock picks we get right is perhaps smaller than most people might think, and this is likely to hold true for most, if not all, investment managers. continue…

by Tim Kelley Posted in Insightful Insights, Investing Education.

• 3 Comments
• save this article
• POSTED IN Insightful Insights, Investing Education

In this interview with Peter Switzer, Roger Montgomery discusses the market’s volatility, the excess supply of oil and the outlook for Australian banks.

You can listen to all of the team’s television interviews through browsing our media library, view more clips here.

by Roger Montgomery Posted in Insightful Insights.

• save this article
• POSTED IN Insightful Insights

We’ve previously warned of a perfect storm developing in Australia’s LNG market (see here and here).  The ACCC’s investigation of this opaque sector is due next month, but its preliminary observations suggest it will be difficult to stop this storm from upending the market. continue…

by Ben MacNevin Posted in Insightful Insights.

• 1 Comments
• save this article
• POSTED IN Insightful Insights

The half-year to December 2015 saw more records for Sirtex Medical (ASX: SRX). continue…

by David Buckland Posted in Health Care, Insightful Insights.

• 7 Comments
• save this article
• POSTED IN Health Care, Insightful Insights

Blenheim Partners have summarised the senior appointments and Board movements across the market for the month of February. continue…

by Roger Montgomery Posted in Insightful Insights.

• save this article
• POSTED IN Insightful Insights

Well, what a difference a few weeks can make in financial markets. It seems that based on the daily moves higher in all things commodities, the bears gave up en-masse on their shorts. Just overnight oil rose another 5.5 per cent and iron ore with 62 per cent content jumped up an incredible 19 percent. The biggest one-day gain since 2009 by some margin.

To put these moves into context however, a few comments from a recent Bloomberg article below are noteworthy;

continue…

by Russell Muldoon Posted in Insightful Insights.

• 2 Comments
• save this article
• POSTED IN Insightful Insights

While the big story this reporting season is BHP’s progressive dividend backflip, the rest of corporate Australia, it seems, is doing OK. Some results have been sufficiently surprising that analysts following them have upgraded their outlooks including annuity income security seller Challenger. But the real story this reporting season has been the results of smaller companies recently listed by private equity players.

Click on the image below to read Roger’s Herald Sun article.You can read all of the team’s press articles through browsing our media library, view more articles here.

by Roger Montgomery Posted in Insightful Insights.

• save this article
• POSTED IN Insightful Insights

We have watched from the sidelines, with interest, the commentary surrounding the collapse of Dick Smith (ASX:DSH). continue…

by Roger Montgomery Posted in Consumer discretionary, Insightful Insights.

• 3 Comments
• save this article
• POSTED IN Consumer discretionary, Insightful Insights

Last year my friend Ashley Owen demonstrated that there is no observable relationship over any one-year period between economic growth rates and share market performance.  So macro economics doesn’t form part of our investment process.  Microeconomics however is a different thing altogether and the trends and structural changes in an industry or sector of an economy are vitally important to the companies therein. continue…

by Roger Montgomery Posted in Insightful Insights.

• 2 Comments
• save this article
• POSTED IN Insightful Insights

Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. I catch up to George Hadjia, Analyst for the Montgomery Global Fund and the Montaka Global Fund. continue…

by Scott Phillips Posted in Insightful Insights.

• save this article
• POSTED IN Insightful Insights