Investing Education
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Investors need to keep an eye on the storm
David Buckland
April 22, 2015
As the enormous storm hitting Sydney and the Hunter Region moved into its third day, I thought this article from Bloomberg claiming March 2015 is the hottest month on record, according to the National Oceanic and Atmospheric Administration (NOAA) would be of interest. continue…
by David Buckland Posted in Insightful Insights, Investing Education.
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What does the future hold for the Big 4 Banks?
Russell Muldoon
April 11, 2015
Let’s say four years ago you were offered the opportunity to buy a portfolio of well-known businesses for $272.3 billion, which are expected to generate $24 billion in after-tax earnings. While this implies an earnings yield of 8.8 per cent, you decide to forgo the investment. continue…
by Russell Muldoon Posted in Financial Services, Insightful Insights, Investing Education.
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WHITEPAPERS
Many Happy Returns
Scott Phillips
April 2, 2015
The Montgomery Fund’s special brand of value investing has produced a successful track record since inception. continue…
by Scott Phillips Posted in Insightful Insights, Investing Education, Montgomery News and Updates, Whitepapers.
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Paying Dividends
Roger Montgomery
April 2, 2015
The emerging debate about whether the politically suicidal decision to reduce the tax benefits of franking credits and by extension the attractiveness of dividends for income, brings to my mind the company run by Warren Buffett – Berkshire Hathaway. This is a business that has not paid a dividend since 1967, but has created thousands of millionaires and quite a few billionaires too. continue…
by Roger Montgomery Posted in Investing Education.
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Investment Madness
Tim Kelley
March 16, 2015
Here’s a question for you: what kind of business becomes more attractive as an investment proposition the more expensive it becomes? continue…
by Tim Kelley Posted in Insightful Insights, Investing Education.
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Will the market boom or bust in 2015?
Roger Montgomery
March 6, 2015
The answer to that question will be known in a few short months. We already have some pretty good indications that validate our optimism. But some equally solid arguments can be mounted that validate our caution.
Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. To invest with Montgomery, find out more.
by Roger Montgomery Posted in Companies, Economics, Insightful Insights, Investing Education, Market Valuation, Whitepapers.
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Does the market offer value?
Tim Kelley
March 4, 2015
Over the long haul, the equity market tends to offer a pretty good deal. Compared with holding cash, investors assume a significant amount of risk, but that risk is generally well-rewarded with higher returns. If your timeframe is long enough, the risks tend to even out somewhat, and the returns compound meaningfully. Staying in cash for twenty or thirty years would normally be a dreadful investment strategy. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education, Market Valuation.
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How does the Australian Market Measure Up?
Tim Kelley
February 5, 2015
We have found the market to be a little frustrating in recent times. Through the various market ups and downs the sort of high quality companies we like to invest in have generally remained well-supported, whereas many of the lower-quality companies – a large number of them related to resources, have been getting cheaper. Given the uncertain prospects for this latter group, our overall feeling is that the market does not offer particularly good value at the moment, and we have a significant proportion of our funds in cash. continue…
by Tim Kelley Posted in Investing Education, Market commentary.
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Investing Overseas: Time to buy Greece?
Roger Montgomery
February 4, 2015
There is a definite element of contrarianism to value investing. Not always of course, but sometimes the market’s negative reaction, to news that is of a temporary nature, prices the shares of a company as if the problem were permanent. Going against the tide in these cases can produce very satisfactory investment outcomes. continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights, Investing Education.
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“Dummies” Yielding Losses
Roger Montgomery
February 2, 2015
Chris Joye (who wrote this piece about Montgomery) and whom I regard extremely highly, has written a useful piece for the Australian Financial Review today, which he has also distributed via email. It’s a piece that yield hungry investors MUST read. Too much money can be lost by not heeding his words and we couldn’t have written it better ourselves. Chris’ email reads below:
by Roger Montgomery Posted in Insightful Insights, Investing Education.
