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.
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Our process in practice
Ben MacNevin
September 16, 2014
Today’s blog post is an example of our investment process in practice, the result of which has enforced our commitment to investing in quality companies with bright prospects at attractive discounts to our estimates of their intrinsic value. continue…
by Ben MacNevin Posted in Insightful Insights, Intrinsic Value, Investing Education, Montgomery News and Updates.
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A pleasing two years for The Montgomery Fund
David Buckland
September 4, 2014
The Montgomery Fund was launched on 17 August 2012, with a minimum initial investment of $25,000, and has just celebrated its second anniversary. In the period to 31 August 2014, The Fund has delivered an absolute return of 51.32 per cent, after expenses. continue…
by David Buckland Posted in Investing Education, Montgomery News and Updates.
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Looking again at value
Tim Kelley
August 18, 2014
In recent months we have looked at valuation from a few perspectives. Our conclusion has been that the Australian market is on the expensive side of fair value, but not to an alarming degree. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education, Value.able.
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Learn your knowns and unknowns
Roger Montgomery's Team
August 1, 2014
In this article for Cuffelinks, Roger helps investors to better judge when they know enough about a company to make an investment. Read here.
by Roger Montgomery's Team Posted in Investing Education.
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Colonial FirstWrap: Looking for support
Scott Phillips
July 25, 2014
We’ve had a lot of demand from advisers wanting to access The Montgomery Fund on the Colonial FirstWrap platform – so if you’re an adviser and would like to see it added, then let us know. Alternatively, if you aren’t a financial adviser but you know that your adviser uses FirstWrap, feel free to pass them my details. continue…
by Scott Phillips Posted in Investing Education.
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The Top 10: What is possibly cheap right now
Roger Montgomery
July 21, 2014
Each week, we scan the market for fresh opportunities. If you’re doing the same – only to come up with a very small handful of desirable candidates (many of which you probably own already) – then you’re in good company. We can’t find a plethora of opportunities either. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education.