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.
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Know Your Limits
Tim Kelley
October 20, 2015
Here’s a striking chart. It tracks the share price of BHP Billiton (ASX: BHP) over the past five years, together with the average analyst forecast for BHP’s FY16 Earnings Per Share (EPS) during that period. Unsurprisingly, the two have moved together. Also, changes to analyst forecasts have tended to follow changes to the share price. You might think it should be the other way around, but that’s a discussion for another time. continue…
by Tim Kelley Posted in Energy / Resources, Insightful Insights.
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Vocus & M2: First thoughts
Scott Shuttleworth
October 19, 2015
The silence on the Montgomery blog around the Vocus Communications Limited (ASX: VOC) / M2 Group Limited (ASX: MTU) reverse acquisition was rather deafening, but as our funds are shareholders in each entity we had extensive due diligence to complete before any response could be warranted. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Blacksmiths and Tesla
Roger Montgomery
October 19, 2015
Many investors want to know if the market is going up or down. It doesn’t matter.
Many investors also want to know who is going to win in this era of disruption. That’s also hard to tell. But it is almost boringly easy to find those companies that will lose.
continue…by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.
