Insightful Insights
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Is Time Money?
Tim Kelley
April 14, 2015
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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Is it business as usual for IMF Bentham?
Ben MacNevin
April 13, 2015
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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What does the future hold for the Big 4 Banks?
Russell Muldoon
April 11, 2015
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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The people behind the process
Scott Phillips
April 10, 2015
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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Should interest rates be lower?
Tim Kelley
April 9, 2015
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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Scott Phillips
April 2, 2015
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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Dodo… the share price that flies
Scott Shuttleworth
April 1, 2015
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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The World according to Bass
Roger Montgomery
April 1, 2015
In Kyle Bass we find an investor who looks at what everyone else is looking at but sees what nobody else has seen. That’s the primary reason why we are always interested in what he has to say. His profitable – and very large – bets against US credit default swaps and then against Europe and Greece suggests his thoughts are worth paying attention to. continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights.
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Beware the strong US dollar
David Buckland
March 31, 2015
The strongly rising US Dollar recorded in the six months to December 2014 has continued into the first three months of 2015. Given the strength of the US economy relative to its major trading partners it seems this trend has a good prospect of continuing. continue…
by David Buckland Posted in Foreign Currency, Insightful Insights.
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No more Chinese junk
Roger Montgomery
March 30, 2015
Recently, senior Montgomery analyst Andrew Macken explained how dangerous it is for anyone to invest in any Chinese company listed on the ASX, or even an exchange in the US. continue…
by Roger Montgomery Posted in Companies, Insightful Insights.
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