Market commentary

by Roger Montgomery Posted in Market commentary.

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Companies globally are using money for overpriced buybacks and inorganically-funded dividends.  The result will be very low or negative returns to shareholders.  It’s money for ‘nothing’. continue…

by Roger Montgomery Posted in Investing Education, Market commentary.

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Blenheim Partners have summarised the senior appointments and Board movements across the market for the month of May.

Please click here to read the movements by sector for May 2016.

For more information, contact Blenheim Partners, Clare McKenna on +61 2 9253 0951 or at clare.mckenna@blenheimpartners.com.

by Roger Montgomery Posted in Market commentary.

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History is riddled with the remains of empires whose leaders failed to understand the revolution that took place beneath them. continue…

by Roger Montgomery Posted in Insightful Insights, Market commentary.

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Back in April 2013 when discussing government resistance to borrowing we wrote the following: continue…

by Roger Montgomery Posted in Insightful Insights, Market commentary.

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I want to talk about Donald Trump.  We marvel that such extreme views and statements can receive acceptance in the US but the reason we have this view is because our media follows the US east and west coast media, which caters to the upper middle class who know very little of the values, fears and aspirations of the hard working and less privileged majority of the USA.  We should not underestimate the possibility of Trump as president. continue…

by Roger Montgomery Posted in Insightful Insights, Market commentary.

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In this interview with Ross Greenwood on 2GB Money News, Roger talks with Ross about the leadership changes, what conditions we need for economic growth for Australia and shares his views on supporting small business.

Click here to listen to the radio clip.

You can listen to any of Roger’s radio interviews through browsing our media library, listen to more clips here.

by Roger Montgomery Posted in Economics, Insightful Insights, Market commentary.

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Reporting season is one of the most exciting times for us here at Montgomery, as new information means new opportunities! While the team will be sifting through every company announcement, there are several reports that we’re especially looking forward to. continue…

by Ben MacNevin Posted in Companies, Market commentary.

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In an earlier post here, we highlighted the importance of earnings growth to company valuation. The unsurprising conclusion was that a business that is able to maintain steady growth over an extended period of time can accumulate tremendous value.

Today we look at it from another, more quantitative angle, and ask how useful historical growth rates are as an indicator of future investment merit. continue…

by Tim Kelley Posted in Investing Education, Market commentary.

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As you may have heard, the Supreme Court of the United States legalised gay marriage last week. Not a line you may expect to start a blog post on investing, but the ruling provides a fascinating insight into how quickly society is changing. continue…

by Ben MacNevin Posted in Insightful Insights, Investing Education, Market commentary.

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