Investing Education
-
MEDIA
What are Roger Montgomery’s insights into value in the current market?
Roger Montgomery
November 21, 2012
Do Maxitrans (MXI), QBE (QBE), ARBE Corporation (ARP), Cobar Consolidated (CCU), IOOF (IFL), Seek (SEK), Fleetwood (FWD), Adelaide Brighton (ABC), NIDO Petroleum (NDO), Boral (BLD), Cardno (CDD), Jumbo Interactive (JIN) or Coca Cola Amatil (CCA) achieve the coveted A1 grade? Watch this edition of Sky Business’ Your Money Your Call 21 November 2012 program now to find out, and also learn Roger’s insights into value in the current market in resource stocks. Watch here.
by Roger Montgomery Posted in Companies, Investing Education, Market Valuation, TV Appearances.
-
Montgomery Funds’ Performance to 15 November 2012
Roger Montgomery
November 21, 2012
Recently you may have received a copy of the first bi-monthly Investment report for The Montgomery Fund along with a copy of Tim Kelley’s White Paper “What’s Under the Bonnet?”. We are of course enormously proud of the very early results The Montgomery Fund has achieved and we won’t be resting here. For those who missed out however and are interested in the latest performance numbers, please find them below.
To invest $25,000 or more in The Montgomery Fund, you will need to click here and request a copy of the Product Disclosure Statement, which includes the Application Form. Don’t invest in any security that is not appropriate for you of course and to determine that you must seek and take personal professional advice.
by Roger Montgomery Posted in Insightful Insights, Investing Education.
-
Hybrid Securities – Equity Downside for Fixed Interest Returns
Tim Kelley
November 16, 2012
We often hold a material amount of cash in our funds management operation and, with deposit rates at painfully low levels, we have been considering ways we might work the cash a bit harder. Like many investors, we have focused attention on hybrid securities as one possibility.
Having studied this possibility for a short time we are now focusing elsewhere. Analysis of the terms of some of the recent offerings reveals highly complex instruments with concealed downside risks and an interest rate that falls well short of compensating investors for the hidden downside. A cynical observer might think that some of these products are designed to exploit retail investors who are unable to fully assess the downside risks they are taking on.
by Tim Kelley Posted in Insightful Insights, Investing Education.
-
MEDIA
What are Tim Kelley’s insights on Exchange Traded Funds?
Roger Montgomery
November 15, 2012
Do Energy Action (EAX), Central Petroleum (CTP), Perseus (PRU), Iluka Resources (ILU), AGL (AGK), Matrix (MCE), Reward Minerals (RWD), FKP Property (FKP), Rio Tinto (RIO), Telecom NZ (TEL), Hills Holdings (HIL), Aurora (AUT), DWS (DWS) Cash Converters (CCV) or NAB (NAB) achieve the coveted A1 grade? Watch this edition of Sky Business’ Your Money Your Call 15 November 2012 program now to find out, and also learn Tim’s insights on Exchange Traded Funds. Watch here.
by Roger Montgomery Posted in Companies, Insightful Insights, Investing Education, TV Appearances.
-
MEDIA
Three cliches that cost you money
Roger Montgomery
November 10, 2012
In this Australian article published 10 November 2012 Roger discusses why listening to share market cliches is likely to result in poor portfolio returns. Read here.
by Roger Montgomery Posted in In the Press, Insightful Insights, Investing Education.
-
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.
READ HERE -
New Car Anyone?
Roger Montgomery
November 8, 2012
By Russell Muldoon & Roger Montgomery
We like to keep an eye on monthly new car sales statistics produced by the Federal Chamber of Automotive Industries. For a number of businesses we are interested in, including Carsales and ARB Corporation, they are both beneficiaries of a high level of new vehicle turnover.
by Roger Montgomery Posted in Insightful Insights, Investing Education, Manufacturing.
-
RBA favours ‘riskier’ investments?
Tim Kelley
November 7, 2012
In the wake of the RBA’s decision to leave interest rates unchanged it’s interesting to see some of the commentary on the attractiveness of fixed interest versus ‘riskier’ investments, including property and shares. RBA governor Glenn Stevens is reported to favour investors moving into these asset classes away from low-yielding term deposits.
We have recently been doing some interesting analysis to better understand the long-term value proposition currently offered by the Australian equity markets. We will share the results of the analysis here when completed, but the emerging view – for those with a long-term perspective – is that governor Stevens has a valid point.
by Tim Kelley Posted in Insightful Insights, Investing Education.
-
Know your Options
Tim Kelley
November 1, 2012
From time to time we are asked about option strategies. There are many different types of option strategy, and the merits of any given one depends very much on the particular strategy and the circumstances, but there are a few general principles that are worth keeping in mind. These include:-
– Buying or writing options is a zero sum game. This means that when one person sells an option to another, one of them will win and the other will lose. This is in contrast to ordinary shares where it’s reasonable for all long-term investors to expect a positive return
continue…by Tim Kelley Posted in Insightful Insights, Investing Education.
-
MEDIA
Go against the flow and thrive
Roger Montgomery
October 27, 2012
In this Australian article published 27 October 2012 Roger discusses how behaving counterintuitively may result in better performance for your portfolio. Read here.
by Roger Montgomery Posted in In the Press, Insightful Insights, Investing Education, Market Valuation.
-
WHITEPAPERS
Why the Stock Market Doesn’t Work (White Paper)
Roger Montgomery
October 19, 2012
What is ailing the stock market and why have investors deserted it in droves?
Founder of Montgomery Investment Management and author of value-investing bestseller Value.able reveals the steps he is taking to ensure investor returns and investors return.
This white paper is exclusively for Roger Montgomery.com subscribers.
by Roger Montgomery Posted in Investing Education, Whitepapers.
