Insightful Insights

We recently received an interesting email, that we thought we should share with our blog subscribers.

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by Roger Montgomery Posted in Insightful Insights.

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On Friday, Altium Limited (ASX: ALU) reported results from the third quarter and its stock enjoyed a swift ride north to $5.00 shortly after. continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights.

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My friends Ticky Fullerton and Michael Yanda at the ABC are running a three part series on Sydney’s property market. continue…

by Roger Montgomery Posted in Insightful Insights, Property.

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Just for some light entertainment, here’s a question to test your sense of time and money. continue…

by Tim Kelley Posted in Insightful Insights.

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In a class action funded by IMF Bentham (ASX: IMF), the Full Federal Court of Australia has ruled in favour of ANZ, arguing that late payments on credit card fees are not exorbitant or unconscionable. While IMF Bentham has announced its intentions to pursue the matter to the High Court, the implications of a high-profile loss would certainly be front of mind for investors in the company. continue…

by Ben MacNevin Posted in Financial Services, Insightful Insights.

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Let’s say four years ago you were offered the opportunity to buy a portfolio of well-known businesses for $272.3 billion, which are expected to generate $24 billion in after-tax earnings. While this implies an earnings yield of 8.8 per cent, you decide to forgo the investment. continue…

by Russell Muldoon Posted in Financial Services, Insightful Insights, Investing Education.

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People often ask me, “what’s it like to work at Montgomery?” So I decided to lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. This week, I spoke with Russell Muldoon, Portfolio Manager and Senior Analyst. continue…

by Scott Phillips Posted in Insightful Insights, Montgomery News and Updates.

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The Reserve Bank of Australia (RBA) surprised the market this week by not lowering official interest rates. While the RBA statement did note that the Board would have a think about lowering rates in the period ahead, the market was pretty sure a cut was in the bag. As a result, a Tuesday morning rally in the equity market made a sudden about face when the news was released. continue…

by Tim Kelley Posted in Economics, Insightful Insights, Property.

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The Montgomery Fund’s special brand of value investing has produced a successful track record since inception. continue…

by Scott Phillips Posted in Insightful Insights, Investing Education, Montgomery News and Updates, Whitepapers.

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M2 Group Limited (ASX: MTU) has been a holding in our funds since the second half of the 2014 calendar year. Purchases were first made around August-September at approximately $7.50 with further purchases made in the beginning of 2015. As per the below chart, it seems we have done well for our investors. continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

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