Insightful Insights

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

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

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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.

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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.

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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.

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

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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.

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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.

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I had the privilege this week of joining a prominent group of experts at a breakfast to discuss director obligations within the context of continuous disclosure. continue…

by Roger Montgomery Posted in Insightful Insights.

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Brambles, the world’s largest pallet provider, has proposed to demerge its Recall business, which specialises in document management. The company has recently held its Annual General Meeting (AGM), and the board had much to say about the value that would be created for shareholders from the transaction.

Question: is this concept of value creation different to how we consider it at Montgomery Investment Management? continue…

by Ben MacNevin Posted in Companies, Insightful Insights.

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When we last provided an update on AGI, the share price was progressing towards our $5.00 valuation at a pace that was taking us by surprise. continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

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