Insightful Insights

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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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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