Insightful Insights

Following on from Roger Montgomery’s debate with Peter Switzer regarding the “safety” of high dividend paying companies, the Financial Times reports the world’s listed companies have paid more than half their profits to shareholders in the form of dividends over the past year. continue…

by David Buckland Posted in Insightful Insights.

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I recently sent this excerpt, from a research note I had read, to the team.  It is worth sharing with you too as it’s very concerning for Australians given declining inflation and interest rates are also evident here…

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by Roger Montgomery Posted in Insightful Insights.

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It was great to be back in the ABC studio with Tony Delroy last night. We discussed interest rate cuts, property and the stock market. What risks are ahead for our economy?

Listen to the ABC Nightlife podcast here.

You can listen to all of the team’s radio interviews through browsing our media library, view more clips here.

by Roger Montgomery Posted in Insightful Insights.

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History is riddled with the remains of empires whose leaders failed to understand the revolution that took place beneath them. continue…

by Roger Montgomery Posted in Insightful Insights, Market commentary.

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In this interview with Peter Switzer, Roger Montgomery discusses the definition of a true blue chip stock.

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 Insightful Insights.

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As the population ages more Australians will feed through the hospital system, so to understand how the system may handle this inflow it pays to look at how different age groups are currently treated. continue…

by Ben MacNevin Posted in Health Care, Insightful Insights.

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REA Group (ASX: REA) has reported a 20 per cent increase in revenue in the third quarter. We summarise the key points in this blog post.

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by Roger Montgomery Posted in Insightful Insights, Property.

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With a market capitalisation of $1.3bn, Invocare (IVC) has quietly become the number one operator of funeral homes, crematoria and cemeteries in Australia, New Zealand and Singapore, with 250 funeral locations and 14 cemeteries and crematoria. The company commands 34 per cent of the Australia/New Zealand market and 10 per cent in Singapore. continue…

by Roger Montgomery Posted in Insightful Insights, Stocks We Like.

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We aren’t fond of correlation analysis and curve fitting as a basis for investing so you should immediately be careful about what you conclude from the following insight. continue…

by Roger Montgomery Posted in Insightful Insights, Market Valuation.

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Over the long run you’ll do just fine investing, at rational prices, in extraordinary businesses. An extraordinary business is one that can retain a meaningful proportion of its profits each year and reinvest those retained profits at an attractive rate. continue…

by Roger Montgomery Posted in Insightful Insights.

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