Insightful Insights

In his book, “Making the Modern World: Materials and Dematerialization”, Vaclav Smil argues the most important man-made material is concrete, both in terms of the amount the world produces each year and the total mass produced. continue…

by David Buckland Posted in Insightful Insights.

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As you know we prefer to invest with a telescope rather than the microscope.

Getting too close to the action can, and does, lead investors astray as they jump at shadows and ignore the sunshine.  Having said that we are always on the lookout for risks to the prospects for companies we are analyzing or have already acquired.  More importantly we want you to stay in front of the curve. continue…

by Roger Montgomery Posted in Insightful Insights.

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In Part 1 of our “Boost Your Returns” series, we introduced the idea of using pattern recognition technology to help identify listed companies with the potential to outperform or to underperform. continue…

by Tim Kelley Posted in Insightful Insights.

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Zero.  That’s the number of blatantly obvious value investing opportunities we can find at the quality end of the spectrum at the moment.  But wait!  Before you go selling all of your shares, or cease implementing your investment strategy, you may want to read on… continue…

by Roger Montgomery Posted in Insightful Insights, Investing Education.

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A number of retailers have recently warned the market that warm weather and weaker consumer confidence after the Federal Budget are impacting trading. But how many of these retailers may be trying to use these temporary issues as an excuse for structural pressures? continue…

by Ben MacNevin Posted in Consumer discretionary, Insightful Insights.

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In May 2014, Seek Limited (ASX: SEK) announced an intention to sell part of its stake in Zhaopin; the market leader of online recruitment services in China. continue…

by Scott Shuttleworth Posted in Insightful Insights.

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James Grant of Grant’s Interest Rate Observer famously observed that gold was “the refuge of idiots”. continue…

by Roger Montgomery Posted in Economics, Insightful Insights.

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Every Australian should have an interest in their retirement income. At Montgomery we have written a great deal about the power of quality businesses to generate the sort of income that maintains an investor’s purchasing power. continue…

by Ben MacNevin Posted in Insightful Insights.

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As I’m sure many of our readers are aware, The Reject Shop (ASX: TRS) announced yesterday a revised profit forecast for the financial year to June 2014 of $14.5 – $15.5 million, down around 15 per cent from the previous guidance of $17 – $18 million. The Reject Shop IS NOT a holding in The Montgomery Funds. continue…

by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.

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One stock that had excellent performance on its first day as a listed company was Beacon Lighting (ASX: BLX) which had its IPO in April of 2014 with a $142m valuation. continue…

by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.

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