Investing Education
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Has the search for yield run out of steam?
Tim Kelley
April 4, 2014
One prominent feature of the Australian equity market in the last few years has been strong support for large dividend-paying stocks. The Big Four banks have been particular beneficiaries of this, and have enjoyed share price gains that seemed to go beyond what might otherwise be justified. The first chart below compares the ASX300 (in yellow) with the banks’ sub-index (in pink) for the past 24 months. Bank shareholders have done very well during this period. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education, Market Valuation.
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Be patient and you will prosper
Roger Montgomery
March 22, 2014
In this column, published in The Australian, I reflect on one of the most important virtues for the modern-day value investor: patience. Read here.
by Roger Montgomery Posted in Investing Education.
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Sometimes, it pays to find the truly visionary leaders
Roger Montgomery
March 14, 2014
In this article for Cuffelinks, I discusses the fundamentals of value investing, and the importance of thinking like a visionary. Read here.
by Roger Montgomery Posted in Investing Education, On the Internet.
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Buffett’s still got it, despite fall
Roger Montgomery
March 8, 2014
In this column, published in The Australian, I consider Warren Buffett’s recent letter to Berkshire Hathaway shareholders, and how this demonstrates his long-held status as the world’s most successful value investor. Read here.
by Roger Montgomery Posted in Investing Education.
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Don’t go swimming naked for a short term thrill
Roger Montgomery
February 14, 2014
In this article for Cuffelinks, I discuss the downfalls of investing in poor companies for any period of time – likening the practise to skinny dipping for a short-term thrill. Read here.
by Roger Montgomery Posted in Investing Education, On the Internet.
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WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
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The decline of margin lending
Roger Montgomery
February 7, 2014
In this article for Cuffelinks, I look at the reason for the decline in margin lending, and why this is a positive thing for value investors. Read here.
by Roger Montgomery Posted in Investing Education, On the Internet.
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Are we there yet?
Tim Kelley
January 24, 2014
Half-year reporting season is just around the corner, and at Montgomery, we have the tendency to get a little bit excited about it.by Tim Kelley Posted in Companies, Insightful Insights, Investing Education.
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WHITEPAPERS
New investment opportunities
Roger Montgomery
November 12, 2013
In this special double edition white paper, exclusively for RogerMontgomery.com subscribers, we analyse:
• The key things to consider before investing in an Initial Public Offering (IPO)
• New investment opportunities posed by an ageing population
continue…by Roger Montgomery Posted in Investing Education, Whitepapers.
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Best of the Best
Roger Montgomery
August 29, 2013
The peak week for reporting season has a been a good one for plenty of companies owned by Montgomery funds. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Investing Education.
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WHITEPAPERS
Understanding sensible value investing
Roger Montgomery
August 2, 2013
Exclusively for subscribers! Find out how to lay solid foundations for value investing in the first of a two part series.
continue…by Roger Montgomery Posted in Investing Education, Whitepapers.
