Investing Education
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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.
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Going back to (investment) basics
Roger Montgomery
July 15, 2014
In this interview with Ross Greenwood on Radio 2GB on July 15, Roger goes back to investment basics and reminds us why waiting for good businesses to become bargains is the best strategy for long-term success. Listen here.
by Roger Montgomery Posted in Investing Education.
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Where are we in the valuation cycle?
Tim Kelley
July 4, 2014
This is a frustrating market for value investors. Like many of our ilk, we are struggling to find high quality companies trading at prices that we consider attractive. As a result, we now hold significant cash balances in our funds waiting for opportunities to emerge. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Stock Buybacks: A path to riches?
Scott Shuttleworth
July 4, 2014
Following on from my article on dividends, stock buybacks are another way in which firms can distribute earnings to shareholders. Buybacks can lead to significant gains, especially over a prolonged period. Before we dive into some case studies, let’s overview the general theory. continue…
by Scott Shuttleworth Posted in Companies, Investing Education.
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Lower prices please!
Roger Montgomery
June 16, 2014
Zero. That’s the number of blatantly obvious value investing opportunities we can find at the quality end of the spectrum at the moment. But wait! Before you go selling all of your shares, or cease implementing your investment strategy, you may want to read on… continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education.
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WHITEPAPERS
How National Storage can benefit from population swell: exclusive White Paper report
Roger Montgomery
June 6, 2014
The forecast Australian population growth from 23 million to 40 million by 2060 bodes well for self-storage providers – and small-cap National Storage is no exception. We take a closer look at how the third-largest self-storage provider is positioned.
by Roger Montgomery Posted in Investing Education, Whitepapers.
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Bubble watch #9
Roger Montgomery
May 21, 2014
We’re a self-deprecating bunch, us Aussies. Anything from the US is just that little bit better than what we have here, surely. At a finance seminar, you listen that little bit harder to anyone with an American accent, but should we be undervaluing our own abilities so harshly? continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
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Show me the money
Tim Kelley
May 20, 2014
In looking at company financial statements, one useful question to ask is how cashflows compare with earnings. At the end of the day, cashflows are what give a company its value, but valuation tends to focus more on accounting earnings. continue…
by Tim Kelley Posted in Investing Education.
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