Insightful Insights

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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We are pleased to report on another great result out of Altium Limited (ASX: ALU). We met with CEO Aram Mirkazemi, Martin Ive (VP Finance), Kim Besharati (VP IR) and Henry Potts (VP Enterprise Solutions, otherwise known in the industry as ‘Mr PCB’) on Thursday for a discussion on the firm’s results and future prospects. continue…

by Scott Shuttleworth Posted in Insightful Insights.

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Many years ago I would attend the Annual General Meetings of US company Wesco, in Pasadena California.  Its Chairman was one Charles T Munger, now 91 years of age, and who, in my opinion was the brains behind Berkshire’s success – Warren Buffett while no slouch in the IQ stakes also provided the temperament essential to being able to pull the trigger on very large bets. continue…

by Roger Montgomery Posted in Insightful Insights.

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Telstra has reported its results for the six months ended 31 December 2015.

Using a telescope rather than a microscope says this is no blue chip: continue…

by Roger Montgomery Posted in Insightful Insights.

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Cochlear’s (ASX: COH) strong focus on innovation has resulted in 440,000 people wearing its products. Management is now considering how to leverage this large and enduring customer base while attracting new ones. continue…

by Ben MacNevin Posted in Insightful Insights.

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Drop a pebble in a pond and eventually everything in the pond experiences the change in conditions as the waves radiate from the point of impact. continue…

by Roger Montgomery Posted in Foreign Currency, Insightful Insights.

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In this interview with Peter Switzer, Roger Montgomery discusses interest rates and the tension between the United States and China. Roger explains that while the US would like to raise rates but can’t, China would like to cut rates but should not. What does Roger expect to be the next stage in this bear market?

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.

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Montgomery recently surveyed readers of our insights blog to gather attitudes to investing.

We had nearly 600 responses and you can read the answers to all the questions covered from the link below.

continue…

by Roger Montgomery Posted in Insightful Insights.

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