Insightful Insights

Regular readers will know that at Montgomery Investment Management we try to take advantage of technology to improve our investment process. One of the ways we do that is with machine learning algorithms.  In simple terms, we gather large amounts of historical data and using that data we “teach” a computer system to distinguish between good investments and weaker ones by finding relationships between the historical data and subsequent investment performance. Our experience with these systems leads us to think that they have a useful role to play in sorting the wheat from the chaff. continue…

by Tim Kelley Posted in Insightful Insights.

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Incitec Pivot (ASX: IPL) has just written down the value of its fertiliser plant in Queensland by $106 million due to higher gas prices – the perfect storm in Australia’s LNG market has arrived. continue…

by Ben MacNevin Posted in Insightful Insights.

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In the last few weeks China has experienced an explosion of speculative trading in commodities. What does this mean for Australian resources?

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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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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