Market commentary
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Australia’s economic future
Roger Montgomery
September 16, 2015
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
Ben MacNevin
August 5, 2015
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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- POSTED IN Companies, Market commentary
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More on the value of growth
Tim Kelley
July 23, 2015
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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The Speed of Change
Ben MacNevin
July 3, 2015
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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Start Me Up
Roger Montgomery
May 18, 2015
As you would already be aware we are passionate about Australian business and wherever possible we love promoting the award winning and innovative businesses of our friends and clients. continue…
by Roger Montgomery Posted in Insightful Insights, Market commentary.
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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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Costly Dividends
Russell Muldoon
April 9, 2015
One thematic that stood out in the latest reporting season was the increase in dividend payout ratios across listed companies. Whilst this no doubt pleases income hungry investors right now, many would be unaware that an insatiable hunger for dividends today could actually cost you a tonne of money longer-term. continue…
by Russell Muldoon Posted in Market commentary.
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Another handout for Baby Boomers. Thanks Joe!
Roger Montgomery
March 13, 2015
I have long explained that legislation around wealth accumulation and wealth protection is designed by baby boomers for baby boomers.
The baby boomers didn’t want to live like their parents and they don’t want to live like the generations after them will have to either. continue…
by Roger Montgomery Posted in Insightful Insights, Market commentary.
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Do We Need Greedy Pigs?
Roger Montgomery
March 11, 2015
My good friend Peter Ryan at the ABC has just penned an excellent piece on the recent findings of a research report into CEO bonuses.
In my book Value.able I wrote of the many motivations that can drive CEO behaviour. Even isolating the behaviours to Mergers & Acquisitions we can find the following: continue…
by Roger Montgomery Posted in Market commentary.
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Will 2015 be the year Australia enters a recession?
Roger Montgomery
February 20, 2015
This week the question, whether 2015 will be the year Australian enters a recession, was asked by one of our subscribers, here is what I had to say in response: continue…
by Roger Montgomery Posted in Economics, Foreign Currency, Insightful Insights, Market commentary.
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An overview of results
Russell Muldoon
February 17, 2015
Below you will find an overview of today’s results. Particularly, we have focused on those businesses that have above average market liquidity, a measure representative of their size.
As an overall quick summary, what we have seen to today, across a broad range of sectors including port operators, retailers, banks, engineering and healthcare companies, is generally no or low growth. continue…
by Russell Muldoon Posted in Market commentary.
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