Insightful Insights

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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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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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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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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In 1886 when Karl Benz first drove his Benz Patent-Motorwagen horseless carriage past a blacksmith, it would have been impossible to predict which manufacturer of this disruptive technology would succeed. In the US alone there have been 1,665 car manufacturers that are now defunct. continue…

by David Buckland Posted in Insightful Insights.

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It wasn’t that long ago, with the ASX200 stock market index at about 5700 points, that some magniloquent commentators were suggesting the ASX 200 index would be above 6000 points by the end of the year. Well here we are, on the cusp of 2016, and the index is below 5000. continue…

by Roger Montgomery Posted in Insightful Insights.

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We last commented on Bellamy’s Australia (ASX: BAL) back in September (see here) when the shares were trading at $6-$7. We thought it was expensive back then and with the share price hitting the lofty heights of $12 we can only stand back aghast at the multiples being paid (a 132x multiple of FY15 earnings and almost a 54x multiple of FY16 earnings). continue…

by Scott Shuttleworth Posted in Health Care, Insightful Insights.

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A number of people have commented to me recently about the miserable state of the equity market. This is understandable, given that the ASX200 has fallen below 5000 points, having threatened 6000 points earlier in the year, and losses are always painful. continue…

by Tim Kelley Posted in Insightful Insights.

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ANZ has announced that it has signed an agreement with Google for ANZ customers to be able to upload their credit and debit accounts to Android Pay. This will allow customers to use ANZ accounts to make contactless payments for goods and services. ANZ expects to begin offering access to Android Pay by mid 2016, and will also be able to provide contactless payments through its own app on Android phones (allowing it to retain 100 per cent of the interchange fee if it can convince customers to use its app rather than Android Pay). 

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by Stuart Jackson Posted in Financial Services, Insightful Insights.

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Understanding behaviour across and within generations plays an important role with investing. We’ve discussed this recently with media usage, and today we’ll discuss how millennials are utilising health care. continue…

by Ben MacNevin Posted in Insightful Insights.

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