Insightful Insights

In our review of the poker machine manufacturing industry some time ago, we learned that demographics are playing a big part of the industry’s future. Put simply, younger people aren’t playing the slots or ‘pokies’. continue…

by Roger Montgomery Posted in Insightful Insights.

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It’s always useful to read the musings of the more reputable global hedge fund managers. continue…

by Roger Montgomery Posted in Insightful Insights.

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Altium Limited (ASX: ALU) is a business we own in our domestic portfolios at Montgomery. It’s highly likely that the business is unfamiliar to most investors given it’s by no means a big business and nor would it be considered by many to be a ‘blue-chip’, but that’s probably why we like it. continue…

by Russell Muldoon Posted in Insightful Insights.

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What would you think if I suggested you open a chain of bookstores? Would you be enthusiastic about the prospects or would you be wary?

There’s a chain of 1372 US based bookstores whose revenues are declining at a rate of 10 per cent annually. They carry between 22,000 and 164,000 titles, which is a lot of inventory. Their competitors aren’t minnows either, and include Amazon, Apple and WalMart. continue…

by Roger Montgomery Posted in Insightful Insights.

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It’s been another big quarter for Montgomery, and The Montgomery Fund in particular.

You might recall that at the 18-month mark, The Montgomery Fund (‘The Fund’) learned it had attracted an Investment Grade rating from the highly respected research house, Lonsec. continue…

by Roger Montgomery Posted in Insightful Insights.

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We have just come through another bank reporting season, so in this blog post we will provide an update on how we saw the results.

In summary the results were generally a bit softer than expected, with quality weaker than the reported numbers would otherwise indicate. continue…

by Stuart Jackson Posted in Financial Services, Insightful Insights.

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Here at Montgomery we are often asked by investors whether or not they should have a self managed super fund (SMSF). As we are not financial advisers, we cannot help people make this decision, which should largely be based on their personal situation and circumstances. However, we thought it might be helpful to outline a few of the pros and cons to consider. continue…

by Scott Phillips Posted in Insightful Insights.

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Do not wear a smart watch or fitness tracker or buy one for others.

In March this year we wrote an article for The Australian about the dangerous combination of wearable technologies that tracked vital health statistics and moods, the insurance industry, and artificial intelligence. continue…

by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.

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As we have noted previously, global steel consumption is expected to decline 3 per cent in 2015 to around 1.6 billion tonnes. According to Macquarie Research, apparent steel consumption from China is down 6 per cent over the nine months to September 2015 and this is largely related to the Chinese construction market, with residential construction demand expected to be down 10 per cent in 2015. continue…

by David Buckland Posted in Insightful Insights.

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The western world is living through a unique period in its history. Social, business, technological and generational disruptions are converging, including seismic shifts in the relative power of continental empires. This presents an opportunity for a strategy incorporating ‘short selling’ (also called a ‘sold portfolio’). Currently relegated to the ‘alternative’ category of a portfolio, it could arguably be considered a core for many investors. continue…

by Roger Montgomery Posted in Insightful Insights.

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