Insightful Insights

China is expected to produce at least 825 million tonnes of steel this year and the likes of BHP Billiton Limited (ASX: BHP) and Rio Tinto (ASX: RIO) believe this figure will grow at 2.5 per cent per annum over the next decade to 1,050 million tonnes. Some commentators however are starting to question whether China’s steel production has already reached a turning point, and if this is so my advice to our readers is not to get bullish on iron-ore companies any time soon. continue…

by David Buckland Posted in Energy / Resources, Insightful Insights.

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Here’s a question for you: what kind of business becomes more attractive as an investment proposition the more expensive it becomes? continue…

by Tim Kelley Posted in Insightful Insights, Investing Education.

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Montgomery are excited to announce we are a Gold sponsor at this year’s annual Financial Community Aid Program (FICAP) fundraising event. To date FICAP has raised over $850,000 for a number of worthwhile charities and have made a commitment to reach one million dollars for the kids of NSW. continue…

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

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Our good friends at UBS recently released a report with an interesting insight into the general market impact of the European Central Bank’s Quantitative Easing (QE) program.

It’s easy, if not lazy, for Australian investors to simply think Europe, the European Central Bank (ECB) and Angela Merkel are all “over there”, and therefore not relevant to Australian investors, but that is not the case. continue…

by Roger Montgomery Posted in Foreign Currency, Insightful Insights.

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One of the top ten holdings in both The Montgomery Fund and The Montgomery [Private] Fund has been iiNet (ASX:IIN), which today received a takeover bid from TPG (ASX:TPM).  Scott Shuttleworth recorded a video here at the blog entitled iiNet: Did the market overreact, on March 10th about why we increased our stake in iiNet. continue…

by Roger Montgomery Posted in Insightful Insights, Takeovers.

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I have long explained that legislation around wealth accumulation and wealth protection is designed by baby boomers for baby boomers.

The baby boomers didn’t want to live like their parents and they don’t want to live like the generations after them will have to either. continue…

by Roger Montgomery Posted in Insightful Insights, Market commentary.

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In recent times the market has been captivated by the ‘chase for yield.’  This phrase simply represents the symptom of the repressive money printing acting on interest rates globally. As a result of these low interest rates, funds are being ripped out of the safety of cash and poured into riskier assets in the pursuit of higher returns. continue…

by Russell Muldoon Posted in Companies, Insightful Insights, Market Valuation.

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Just when baby boomers are pouring their hard-earned savings into Telstra’s (ASX: TLS) high dividend yields, the Australian Competition and Consumer Commission (ACCC) has announced a price change for regulated infrastructure that weakens the company’s moat. It therefore has more meaningful financial implications – through long-term valuations – than the immediate impact on prices. continue…

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

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As we mentioned last week, we have recently added Altium Limited (ASX: ALU) to our portfolios and we are pleased by the company’s first half 2015 results. A brief summary of my thoughts and notes are below. continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights.

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In this column published in The Australian, Roger looks at baby boomers being forced into a narrowing band of sufficiently high-quality company shares with stable income, where price to earnings ratios are reaching multiples that simply won’t be sustainable over the next few years. Read here.

by Roger Montgomery Posted in In the Press, Insightful Insights.

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