Insightful Insights
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iiNet Receives Takeover bid
Roger Montgomery
March 13, 2015
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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Another handout for Baby Boomers. Thanks Joe!
Roger Montgomery
March 13, 2015
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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Don’t yield to income!
Russell Muldoon
March 12, 2015
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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Telstra’s losing muscle
Roger Montgomery
March 12, 2015
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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Altium: Great results and more to come
Scott Shuttleworth
March 9, 2015
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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Don’t bet the bank on a rising stockmarket
Roger Montgomery
March 7, 2015
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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- POSTED IN In the Press, Insightful Insights
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Board Movements for February 2015
Roger Montgomery
March 6, 2015
We recently received an interesting email, that we thought we should share with our blog subscribers.
There has been a lot of movement in the Australian stock market over the last few weeks and with some Board movements to note. We received the following list of appointments for February from Blenheim Partners.
Please click here to read the movement by sector for February 2015.
For more information, contact Blenheim Partners, Clare McKenna on +61 2 9253 0951 or at clare.mckenna@blenheimpartners.com
by Roger Montgomery Posted in Insightful Insights.
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WHITEPAPERS
Will the market boom or bust in 2015?
Roger Montgomery
March 6, 2015
The answer to that question will be known in a few short months. We already have some pretty good indications that validate our optimism. But some equally solid arguments can be mounted that validate our caution.
Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. To invest with Montgomery, find out more.
by Roger Montgomery Posted in Companies, Economics, Insightful Insights, Investing Education, Market Valuation, Whitepapers.
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Does the market offer value?
Tim Kelley
March 4, 2015
Over the long haul, the equity market tends to offer a pretty good deal. Compared with holding cash, investors assume a significant amount of risk, but that risk is generally well-rewarded with higher returns. If your timeframe is long enough, the risks tend to even out somewhat, and the returns compound meaningfully. Staying in cash for twenty or thirty years would normally be a dreadful investment strategy. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education, Market Valuation.
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Checking Up on Private Health Insurance
Ben MacNevin
March 3, 2015
The Minister for Health has released the premium rate approvals for the Private Health Funds, which will come into effect from 1 April 2015. So what does it mean for our investment with Medibank Private (ASX: MPL)? continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
