Insightful Insights
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Value Investing Series, Part 1&2
Roger Montgomery
January 21, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. We will share a six-part series across the blog over coming weeks.
by Roger Montgomery Posted in Insightful Insights, Investing Education.
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How diverse is your super or SMSF investment portfolio?
Scott Phillips
January 21, 2016
Here at Montgomery, investors often ask us if it is a wise idea for them to invest all their superannuation savings into our funds. Unfortunately, we cannot provide personal advice however, we thought it may be useful to outline some of the basic principles of investment diversification – and how it might be applied to your superannuation investment portfolio. continue…
by Scott Phillips Posted in Insightful Insights.
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The market declines
Scott Shuttleworth
January 20, 2016
2016 was kicked off with a slump across the world’s financial markets. This has added somewhat of a pinch of sourness to the projections of many market forecasters. continue…
by Scott Shuttleworth Posted in Insightful Insights.
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Beat the market – Part II
Roger Montgomery
January 19, 2016
Growth is an important component in any strategy designed to beat the market. But you may be surprised to hear that there is good growth and bad growth. Read on to find out more… continue…
by Roger Montgomery Posted in Insightful Insights.
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Seeking an Update
Roger Montgomery
January 18, 2016
As you may already be aware the employment job board provider Seek (ASX: SEK) is held in both The Montgomery Fund and Montgomery [Private] Fund.
Recently our friend at Morgans, Ivor Ries, published a terrific note on the Seek Premium Talent Search (PTS) product. While this is one of a number of the new initiatives the company will launch over the next few years – to effectively move into the recruitment market, it is perhaps the most significant in terms of identifiable opportunity for revenue growth. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Technology & Telecommunications.
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How do we calculate returns?
David Buckland
January 6, 2016
When we discuss the returns of our funds some of the questions that invariably arise are; how do we arrive at the total return figure? And, how do Trusts calculate distributable income? The frequency of these questions suggests that it’s a mystery to many of our investors, so this short paper is designed to help you understand the figures we report. continue…
by David Buckland Posted in Insightful Insights.
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Farewell 2015, Hello 2016
David Buckland
January 4, 2016
In the year to 31 December 2015 the Australian All Ordinaries Index declined by 0.8 per cent to 5,344.6 points. Excluding the reinvestment of dividends, the domestic market has made no progress since October 2013. continue…
by David Buckland Posted in Insightful Insights.
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Merry Christmas and Thank You
Roger Montgomery
December 24, 2015
As the team at Montgomery heads off for the holiday season, we wanted to wish you all a happy, safe and relaxing Christmas.
Thank you for your support in 2015 and for all of your wonderful contributions. We enjoy sharing our insights and investing philosophy with you and hope we have provided educational content through the year to guide your investing journey.
We are now taking a short break, and will return next year with new content. You can expect to see us back and running on 18 January 2016.
If you would like to share your ideas about the topics, industries or companies you would like us to cover in 2016, we’d be delighted to hear them in the comments.
Until then, enjoy the holidays with your loved ones and friends.
by Roger Montgomery Posted in Insightful Insights.
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What a year it has been!
Ben MacNevin
December 22, 2015
The Christmas break provides a great time to relax and take stock, so if you’re looking for things to explore over the summer, here is a collection of resources and tools I found particularly interesting in 2015, for both personal and investing purposes. continue…
by Ben MacNevin Posted in Insightful Insights.
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Cash is not so bad
Roger Montgomery
December 21, 2015
If you are of a certain vintage, you may have enjoyed watching the antics of Wylie.E.Coyote and his attempts to catch and eat Road Runner. In almost every episode there was a moment, commonly referred to the W.E Coyote moment, where the disingenuous coyote found himself momentarily suspended in thin air, invariably above a canyon, held up only by an initial failure to realize there was nothing underneath him. continue…
by Roger Montgomery Posted in Insightful Insights.
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