Insightful Insights

Vocus Communications Limited (ASX: VOC) reported its half year results last Friday. Those who have kept track of the firm will recall it’s medley of acquisitions over the past year. Vocus is now essentially 5 businesses in one (Vocus, Amcom, FX Networks, M2 Telecommunications & Call Plus). continue…

by Scott Shuttleworth Posted in Insightful Insights.

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With the release of their interim results for the half year to 31 December 2015, the Board of Directors at BHP Billiton Limited suddenly realised they weren’t overseeing a toll road business, which typically raises its prices by a few per cent per annum, and finally disbanded their “progressive dividend policy”.  After paying out US$0.62 per half-year in each of September 2014, March 2015 and September 2015, BHP’s upcoming interim dividend has been cut 74 per cent to US$0.16 per share. continue…

by David Buckland Posted in Energy / Resources, Insightful Insights.

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Many keen tennis fans who watched the free-to-air coverage of the Australian Open this year would have undoubtedly seen the in-game advertising by Industry SuperFunds Australia. The advertising compared the two players on court performance at the completion of the set. It was usually accompanied by a commentator causally trying to work the phrase ‘compare the pair‘ into their analysis of the game, and an Industry SuperFunds Australia logo would also appear on screen (some may have found it to be the perfect time to take a bathroom break). continue…

by Scott Phillips Posted in Insightful Insights, Investing Education.

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Pathology businesses with extensive scale have attractive economics but their value is tempered by the power of a dominant payer. With tension between the Government and the listed Pathology providers set to intensify, we are watching the developments with keen interest. continue…

by Ben MacNevin Posted in Health Care, Insightful Insights.

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Will Rogers infamously suggested real estate was the best investment in the world because no more was being made.  He obviously wasn’t considering how many apartments could be constructed on a postage stamp of land nor do I expect he had Singapore in mind; In the two photos following you can see that Raffles Hotel on Beach Road in Singapore is one block back from the beach.  Between it and the coast sits the Britannia Club building.  In the second image Raffles is partly obscured by the roof of a high rise building in the foreground but the Britannia Club now has a green painted roof in the section of land marked for sale. continue…

by Roger Montgomery Posted in Insightful Insights, Property.

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If you are interested in learning about value investing, last year we recorded a podcast series with 2GB.  Today we share the final episode, of a six-part series. continue…

by Roger Montgomery Posted in Insightful Insights, Investing Education.

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National Australia Bank head of wealth management Andrew Haggar was recently quoted sharing a disturbing statistic: half the population lives from pay cheque to pay cheque. This column offers the foundational elements of personal finance that may not only plant the seed of future financial security for many, but also satisfy the germinating demand for financial literacy and competency.

Click on the image below to read Roger’s Australian 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, Investing Education.

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Cross pollination is a valuable element of any investing framework.  At its simplest investors in our domestic funds benefit from the insights the Montgomery global team garner researching, analysing and talking to international companies. continue…

by Roger Montgomery Posted in Insightful Insights.

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Some investors are asking whether we believe it’s time to venture back into the market. In summary, no. While substantial gains can be generated picking low points in markets and share prices, it isn’t until the prospects for the underlying businesses brighten that any improvement in share prices can be sustained. continue…

by Roger Montgomery Posted in Foreign Currency, Insightful Insights.

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Volatility is a source of both risk and opportunity.  Volatility is typically heightened at, or coincides with, turning points.  Even substantial losses can accrue for investors who are ultimately proven right but are simply early.  Last week the Japanese stock market index, the Nikkei, fell 11 per cent.  Then on Monday of this week it rallied over seven per cent.  That’s volatility. continue…

by Roger Montgomery Posted in Insightful Insights.

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