Investing Education
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Looking at Ansell’s Long Term Incentive Plan
Ben MacNevin
November 18, 2014
Upon examining Ansell’s (ASX:ANN) Long Term Incentive Plan for management, we have noticed some interesting developments in the company’s capital position. continue…
by Ben MacNevin Posted in Consumer discretionary, Health Care, Insightful Insights, Investing Education.
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Property; be careful! Equities; get ready!
Roger Montgomery
November 17, 2014
It doesn’t seem that long ago, but the Global Financial Crisis-inspired rout in the stock market began in late 2007 and even though it bottomed in March of 2009, the symptoms that triggered the collapse, are even worse today.
But before you go jumping at shadows keep in mind that while interest rates remain low, the status quo is very likely to be maintained. Indeed low or lower rates could trigger an equity bubble before any correction is experienced. continue…
by Roger Montgomery Posted in Economics, Insightful Insights, Investing Education, Property, Value.able.
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Good news this week for two Montgomery holdings
Roger Montgomery
November 14, 2014
Firstly, Seek Limited (ASX:SEK) subsidiary Zhaopin Limited (NYSE:ZPIN) received a boost when it reported 3Q14 revenue growth of 32 per cent year-on-year (YOY); and EBITDA growth of 34 per cent YOY.
We will be investigating why the unaudited result was so strong given the company had been growing at around 11 per cent YOY; and Zhaopin’s key competitor, JOBS, reported 3Q14 revenue growth of just 13 per cent YOY. The result, which was reported under A-IFRS (Australian Accounting standards), will differ to the results prepared under GAAP for its US listing. continue…
by Roger Montgomery Posted in Financial Services, Insightful Insights, Investing Education, Technology & Telecommunications, Value.able.
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Is it getting easier to beat the market?
Tim Kelley
November 13, 2014
Consistently beating the market is clearly not an easy thing to do. Analysis of fund manager performance typically shows that a large proportion of them do not add enough value to cover their fees.
Some of them – admittedly – may not be trying all that hard. A manager who has accumulated many billions of dollars of funds under management (FUM) over the years potentially has a lot to lose from trying to beat the index, and maybe not much to gain. continue…
by Tim Kelley Posted in Investing Education, Market commentary.
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Are you being rewarded?
Tim Kelley
November 10, 2014
Proponents of the efficient markets hypothesis argue that the only way to achieve higher investment returns is to take more risk. Clearly, there’s some truth to this – very low risk asset classes (like cash) tend to deliver lower returns – on average – than higher risk asset classes (like shares). However, when you look within the shares asset class, the picture is rather more interesting. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education.
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A bargain buy
Roger Montgomery
October 29, 2014
The best investments are those you can pick up for a bargain, but not because the shares get slammed amid a short-term setback. The very best are those that trade at a discount to intrinsic value for a long time, because nobody notices or cares. CSL Limited (ASX: CSL) is one of those unexciting businesses that even owners of so-called ‘blue-chip’ portfolios only hold occasionally.
continue…by Roger Montgomery Posted in Health Care, Insightful Insights, Investing Education.
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A note on timing (and underperformance)
Russell Muldoon
October 21, 2014
Are you (or is someone you know) guilty of trying to ‘time the market’? Have you ever attempted to sell your shares when trouble looks like brewing, only to buy back into the market when the sky has cleared and all looks safe? continue…
by Russell Muldoon Posted in Insightful Insights, Investing Education, Montgomery News and Updates.
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Buffett Watch
Roger Montgomery
October 15, 2014
Recently, Warren Buffett, Chairman and CEO of Berkshire Hathaway, gave an interview on investment strategy at the annual Fortune’s Most Powerful Women Conference. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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WHITEPAPERS
Long weekend reading: To yield or not to yield?
Roger Montgomery
October 3, 2014
Instant income by way of dividend payouts, or nothing now in the interest of potential long-term wealth accumulation? In Part I of this exclusive subscriber-only White Paper, I have a look at the conversation surrounding yield.
by Roger Montgomery Posted in Investing Education, Whitepapers.
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Bubble watch #13 – get ready
Roger Montgomery
September 18, 2014
In recent months, the number of very successful investors doing ‘it’ themselves has surged.
So here’s a question:
Do you think the number of very successful investors will continue to surge when the market falls? continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
