Insightful Insights
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Woolies Blows It!
Roger Montgomery
October 29, 2015
We have warned many investors here and in the media about the ultimate impact on Woolworths from the increasingly successful threat of hard discounters like Aldi… continue…
by Roger Montgomery Posted in Insightful Insights, Market Valuation.
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What can we learn from the Sirtex AGM?
Russell Muldoon
October 29, 2015
Earlier this week Sirtex (ASX: SRX) held its AGM and below we have noted some of the business’ highlights for 2015 and their expectations for the year ahead based on recent trading.
by Russell Muldoon Posted in Health Care, Insightful Insights.
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Don’t bank on it getting better
Roger Montgomery
October 28, 2015
Invest for the long-term. That’s the catchcry of a phalanx of commentators since investing in equities emerged from the shadow of railway bonds. But investing for the long-term only makes sense if you invest in extraordinary businesses. The longer you stay invested in mediocre businesses the greater your loss in either nominal terms or opportunities foregone – or both. continue…
by Roger Montgomery Posted in Financial Services, Insightful Insights.
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The great China slowdown – part 3
David Buckland
October 27, 2015
China cut its interest rates for the sixth time in less than a year as the economy grew by 6.9 per cent in the September 2015 Quarter, its lowest growth rate in 25 years. continue…
by David Buckland Posted in Foreign Currency, Insightful Insights.
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Lifting loan rates won’t help banks
Roger Montgomery
October 26, 2015
In this column published in The Australian, Roger explores the implications of David Murray’s Financial System Inquiry.
Click on the image below to read his piece entitled “Lifting loan rates won’t help banks”.
You can read all of the team’s press articles through browsing our media library, view more articles here.by Roger Montgomery Posted in Financial Services, Insightful Insights.
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Contemplating Risk
Ben MacNevin
October 26, 2015
Investing means dealing with uncertainty, and risk, by its very nature, is unquantifiable. But while it is impossible to predict the future, it can be a very useful exercise for investors to rigorously consider a range of possible outcomes for a business, with a particular focus on the downside. continue…
by Ben MacNevin Posted in Insightful Insights, Investing Education.
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The people behind the process
Scott Phillips
October 23, 2015
Continuing my ongoing series of interviews with Montgomery staff, where I lift the lid and see what makes the people behind the process and the impressive numbers tick, I catch up with Christopher Demasi, Co-Portfolio Manager for the Montgomery Global Fund and Senior Analyst for the Montaka Global Fund. continue…
by Scott Phillips Posted in Insightful Insights.
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Treasury Wine Estates – Part 3
Stuart Jackson
October 23, 2015
In the third part of my series on the initial assessment of the investment case for Treasury Wine Estates given its leverage to a falling Australian dollar, we look at the influence of industry structure on returns and the potential upside from the falling AUD. continue…
by Stuart Jackson Posted in Consumer discretionary, Insightful Insights.
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Value Creation – Part 1
Russell Muldoon
October 22, 2015
When it comes to investing, choosing the right businesses to back may seem like a daunting task. With literally thousands of opportunities presented to you daily and loads of exciting ‘stories’ that management teams are more than happy to tell you about in order to attract your capital, there’s a way you can further break down the opportunity set into more bite sized chunks. continue…
by Russell Muldoon Posted in Insightful Insights, Investing Education.
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The Business – ABC News
Roger Montgomery
October 21, 2015
In this interview with Ticky Fullerton, Roger Montgomery discusses David Murray’s Financial Systems Inquiry recommendations that have put the Big Banks in the line of fire.
Is the decade of clover for the banks and their shareholders over?
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 Financial Services, Insightful Insights.
