Investing Education
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When directors sell, should you sell too?
Tim Kelley
February 9, 2017
When directors buy or sell shares in their company, most people believe they are sending a strong signal to the market about the firm’s prospects. But how strong is the correlation between director trades and share price movements? And should you buy or sell because a director has too? We did some research to get closer to the truth. continue…
by Tim Kelley Posted in Investing Education.
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Can a machine read company announcements?
Tim Kelley
January 31, 2017
Regular readers will know that our investment process takes advantage of quantitative analysis to identify potentially interesting investment opportunities. To do this analysis, we “train” a computer model to distinguish between strong and weak investment candidates using historical data, and then apply the resulting model to try to try to identify tomorrow’s successful investments. continue…
by Tim Kelley Posted in Investing Education.
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Howard Marks’s seven lessons for investors
David Buckland
November 24, 2016
Howard Marks is the Founder and Co-Chairman of Oaktree Capital Management – which manages funds of around US$100b. He is greatly respected for his investment strategies and insights. I recently heard him speak at the Sohn Hearts and Minds Conference and re-read his book, ‘The Most Important Thing’. In a nutshell, Marks has seven key lessons for all investors. continue…
by David Buckland Posted in Editor's Pick, Investing Education.
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ETFs are not idiot-proof – just dumb investing
Roger Montgomery
October 17, 2016
Lately, we’ve seen an escalation in marketing by providers of index funds, and truth has been the first casualty. To our way of thinking, index investing is simply dumb investing, geared to know-nothing investors. But if you’re reading this, then that’s not you.
continue…by Roger Montgomery Posted in Investing Education.
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Will your super win the Premiership this year?
Scott Phillips
October 1, 2016
If you’re more excited by the prospect of the upcoming AFL and NRL footy finals than the returns in your superfund, then you’re not alone. For most people, superannuation does not make great conversation and many tend to take a ‘set and forget’ approach. But if you’re looking to take control of your retirement savings, then a more active approach is the way to go. continue…
by Scott Phillips Posted in Investing Education.
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POSTED IN Investing EducationTaggedSMSF, super
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How to cut your ‘fat tail’ risk
Roger Montgomery
September 19, 2016
Confused about how to manage your portfolio in these increasingly uncertain times? You’re not alone. There are so many diverging views. And it’s easy to panic when fund managers start advising to “sell everything”. But instead of selling, a better strategy to manage risk may be to buy into something else. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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POSTED IN Editor's Pick, Investing EducationTaggedalternatives
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Why you need to know the difference between target price and intrinsic value
Ben MacNevin
September 8, 2016
Analysts at investment banks and broking firms regularly issue a Target Price for the companies they follow. At Montgomery, we prefer to look at the Intrinsic Value of a business. There’s a key difference between the two metrics, which some investors may not understand. continue…
by Ben MacNevin Posted in Investing Education.
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The next Black Swan
Roger Montgomery
August 31, 2016
One of my favourite finance books was given to me by Mark Carnegie after a meeting where we discussed markets and valuation. That book is called The (Mis)behavior of Markets and its author was none other than Benoit Mandlebrot – the father of fractal theory. continue…
by Roger Montgomery Posted in Investing Education.
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Why rational investing requires a long-term view
Tim Kelley
August 24, 2016
Let’s do something in honour of Rational Decision Day[1] today, and try to advance the cause of sound investment decision making. continue…
by Tim Kelley Posted in Investing Education.
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Why it may pay to think beyond the ASX
Scott Phillips
July 25, 2016
In recent years, there’s been a growing trend to look beyond our share market in order to generate above-average returns. This is borne out in a report by Morningstar that highlights a noticeable swing to international equities, alternative funds, private equity and commodities. continue…
by Scott Phillips Posted in Investing Education, Market commentary.
