Investing Education
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How did industry super fare in 2015?
Scott Phillips
February 25, 2016
Many keen tennis fans who watched the free-to-air coverage of the Australian Open this year would have undoubtedly seen the in-game advertising by Industry SuperFunds Australia. The advertising compared the two players on court performance at the completion of the set. It was usually accompanied by a commentator causally trying to work the phrase ‘compare the pair‘ into their analysis of the game, and an Industry SuperFunds Australia logo would also appear on screen (some may have found it to be the perfect time to take a bathroom break). continue…
by Scott Phillips Posted in Insightful Insights, Investing Education.
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Value Investing Series, Part 6
Roger Montgomery
February 24, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. Today we share the final episode, of a six-part series. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education.
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If you can’t pay cash, you don’t deserve it
Roger Montgomery
February 23, 2016
National Australia Bank head of wealth management Andrew Haggar was recently quoted sharing a disturbing statistic: half the population lives from pay cheque to pay cheque. This column offers the foundational elements of personal finance that may not only plant the seed of future financial security for many, but also satisfy the germinating demand for financial literacy and competency.
Click on the image below to read Roger’s Australian article.
You can read all of the team’s press articles through browsing our media library, view more articles here.by Roger Montgomery Posted in Insightful Insights, Investing Education.
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Value Investing series, Part 4
Roger Montgomery
February 5, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. Today we share Part 4, of a six-part series. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
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Value Investing Series, Part 3
Roger Montgomery
January 28, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. Today we share Part 3, of a six-part series. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
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Spotting value in an uncertain climate
Roger Montgomery
January 27, 2016
We aren’t in the business of forecasting and it has no place in our investment process which last year delivered investors in The Montgomery Fund returns of more than 19 per cent against the stock market returns of just 2.8 per cent inclusive of dividends. At the beginning of 2015 we thought there wasn’t a lot of value around and lower returns should be expected. Even though we were right about the market’s aggregate return, it didn’t prevent the generation of attractive returns for investors. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Market Valuation.
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Value Investing Series, Part 1&2
Roger Montgomery
January 21, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. We will share a six-part series across the blog over coming weeks.
by Roger Montgomery Posted in Insightful Insights, Investing Education.
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Any value out there at the moment?
Roger Montgomery
December 8, 2015
It seems to many that the year about to conclude has been a tough one for investors. On a macroeconomic level the US Federal Reserve’s warnings of rate rises, followed by inaction, made uncertainty a given, while China’s deepening slowdown combined with a local chase for yield, set many investors up for a painful reckoning. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education.
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Chasing dividends often overlooks growth
Roger Montgomery
December 7, 2015
We have previously written about the bubble in stocks (and inevitably property) inflated by the baby boomer’s desperate search for yield. We described the pursuit of yield as a fad. So, while we were not surprised to watch investors rushing into higher yielding banks and Telstra, we were shocked to hear of investors buying BHP for its ‘progressive’ dividend. continue…
by Roger Montgomery Posted in Investing Education, Market Valuation.
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Three things every investor must avoid
David Buckland
November 2, 2015
The path to investment success is fraught with peril. It needn’t be this way, but along the road there are many traps for the unwary, and it seems that the natural state for we humans – at least when it comes to investments – is a certain level of unwariness.
With this in mind, we’ve set out below what we see as some of the main pitfalls along the way, and some thoughts on how you may avoid them.
by David Buckland Posted in Insightful Insights, Investing Education.
