Insightful Insights

We have discussed previously the ingredients required to invest successfully over the very long run. And it is encouraging that the two essential ingredients, the ability to value a business and understanding how the market works -particularly its bipolar nature and tendency to treat temporary events as permanent – can be taught. continue…

by Roger Montgomery Posted in Insightful Insights, Montgomery News and Updates.

• 17 Comments
• save this article
• POSTED IN Insightful Insights, Montgomery News and Updates

Many punters who spent Tuesday standing and watching their favourite thoroughbred gallop around the Flemington track will be pleased to learn of the mounting evidence showing sitting down all day is bad for us. continue…

by David Buckland Posted in Insightful Insights.

• 3 Comments
• save this article
• POSTED IN Insightful Insights

To be successful as investors over the long haul, we mortals must overcome some big obstacles. Some of these are obvious – the volume of news and information published daily on companies and the stock market presents a daunting challenge for anyone without the luxury of being able to study it full time, and the complexity of modern finance theory seems designed to confound anyone with less than PhD level qualifications. continue…

by Roger Montgomery Posted in Insightful Insights.

• 9 Comments
• save this article
• POSTED IN Insightful Insights

We found this comment interesting from a global analyst we really like… continue…

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

• 1 Comments
• save this article
• POSTED IN Insightful Insights, Technology & Telecommunications

The ASX 300 Accumulation index is up 14.7 per cent so far this financial year. The long run annual average return on Australian equities is around 11 per cent, comprised of 4-5 per cent dividends and 6-7 per cent capital growth, so we have seen more than a year’s worth of gains in under 4 months – about 4 times the normal rate. continue…

by Tim Kelley Posted in Insightful Insights.

• 6 Comments
• save this article
• POSTED IN Insightful Insights

Bruno Altin recently asked a very interesting question about Australian wages on my Facebook page. Here’s his question, and my response…

Q: Roger, do you think that wages in Australia will fall to be comparable to the rest of the world? And if yes, do you also think Australia will see a period of unprecedented recession like Europe is experiencing due to lower wages and high debt levels? continue…

by Roger Montgomery Posted in Economics, Insightful Insights.

• 20 Comments
• save this article
• POSTED IN Economics, Insightful Insights

Between 1995 and 2000, the mere mention of the word ‘internet’ in your business plan, IPO or marketing material was enough to set your stock on fire. Over that five-year period, the Nasdaq climbed from under 1,000 to 5,000 despite few businesses in the index actually making any money. continue…

by Russell Muldoon Posted in Insightful Insights.

• 10 Comments
• save this article
• POSTED IN Insightful Insights

by Roger Montgomery Posted in Financial Services, Insightful Insights, TV Appearances.

• save this article
• POSTED IN Financial Services, Insightful Insights, TV Appearances

Australian rugby followers are sick of the New Zealand All Blacks beating Australia mercilessly. That whipping is being extended to agribusiness, and unless the Australian leadership wakes up to itself on the subject of penalty rates, our food manufacturing sector will continue its structural decline at pace! And please don’t blame the high Australian dollar on increased food imports. continue…

by David Buckland Posted in Economics, Insightful Insights.

• 3 Comments
• save this article
• POSTED IN Economics, Insightful Insights

The New Zealand Government will allow NZ Post to deliver letters only three days a week amid a decline in “snail mail” volumes. continue…

by David Buckland Posted in Insightful Insights.

• save this article
• POSTED IN Insightful Insights