Market Valuation
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Is a recession coming to Australia?
Roger Montgomery
May 27, 2013
In these highlights from ABC1’s The Business, Roger talks to Ticky Fullerton about serious issues surrounding the prospects for the Australian economy. Does Roger think that a recession is coming to Australia? Find out here. See our Videos Page for more of Roger and the Montgomery team sharing their insights in the media.
by Roger Montgomery Posted in Insightful Insights, Market Valuation.
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The only way is down for the Chinese share market…?
David Buckland
April 12, 2013
As the US share market hits all-time highs, we are often asked why the Chinese share market, as measured by the Shanghai Composite Index, is 64 per cent below its October 2007 peak.
continue…by David Buckland Posted in Economics, Insightful Insights, Market Valuation.
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The irrational “Mr Market”
Ben MacNevin
March 20, 2013
Charlie Munger is one the most influential investors in the world today. As a founding partner of Berkshire Hathaway with Warren Buffett, Munger is known for his ability to logically process a number of steps in quick succession by employing about 90 relatively simple mental ‘models’.
You may be interested in the link below – to a speech that Charlie Munger presented and in which he discusses many of these models. The speech is well worth a read if you seek to improve your ability to make logical investment decisions (indeed, many of our blog posts reference these models in some way).
continue…by Ben MacNevin Posted in Companies, Insightful Insights, Investing Education, Market Valuation.
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NAB on the decline
Roger Montgomery
March 13, 2013
In discussion with Ticky Fullerton on ABC1’s The Business, Roger highlights the poor performance of NAB over the past 10 years – and also provides his insights into whether now is a good time to invest, and the unchanging nature of the television market in Australia . Watch here.
This program was broadcast on 13 March 2013.
by Roger Montgomery Posted in Financial Services, Market Valuation, TV Appearances.
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What impact will the changing Global Economy have on Aussie Stocks?
Roger Montgomery
March 7, 2013
In these highlights from the Sky Business Switzer program broadcast 7 March, Roger provides his insights on how recent developments in U.S. interest rate policy and Chinese domestic construction are likely to impact the Australian market. Watch here.
by Roger Montgomery Posted in Energy / Resources, Insightful Insights, Market Valuation, TV Appearances.
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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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A rising tide lifts all boats……
Roger Montgomery
February 19, 2013
In this edition of Ross Greenwood’s program on Radio 2GB, in typical style Roger provides his broad-ranging insights into the rising tide in the Australian stock market, what the continued lack of of innovation in manufacturing holds for Australia, and the impact of current market conditions on Australian farming. Listen here.
This program went to air on 19 February 2013.
by Roger Montgomery Posted in Market Valuation, Radio.
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Monadelphous Group – Revenue growth to flatten from Fiscal 2014
David Buckland
February 19, 2013
The Monadelphous Group (MND) is one of Australia’s most successful project management, construction, asset management and maintenance service companies focused on the Resource, Energy and Infrastructure sectors. Revenue, over the five years to June 2013, is forecast to jump from under $1.0 billion to $2.6 billion.
Mona’s interim report, released on Tuesday 19 February, revealed a more sober outlook from Fiscal 2014.
by David Buckland Posted in Insightful Insights, Market Valuation.
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Nothing happened but who should we believe?
Roger Montgomery
February 14, 2013
It seems even the facts are up for interpretation when reading reports of what happened overnight. Is the invention of news signs of indigestion?
As you know I have long suggested that the daily market wrap is a bit of an information free zone for long-term investors. Occasionally however it can be funnier than the comic strips. This morning the overnight reports that arrived in our inbox gave us reason to have a chuckle.
Perhaps nothing happened but no journalist could possibly write “nothing happened”…
by Roger Montgomery Posted in Insightful Insights, Market Valuation, Value.able.
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Too Much Bull?
Roger Montgomery
February 13, 2013
Last week several media outlets reported that Merrill Lynch had released a prediction that the market may correct. Without giving you the entire report – you need to become a client of Bank of America Merrill Lynch for that (To enquire about becoming a client contact: Bank of Amercia Merrill Lynch: Lvl38/ 1 Farrer Pl, Governor Phillip Tower, Sydney NSW 2000 (02) 9225 6500) – we thought you should be aware of the interesting work they are doing.
continue…by Roger Montgomery Posted in Insightful Insights, Market Valuation, Value.able.
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Stick to stocks with edge
Roger Montgomery
February 1, 2013
In his February 2013 Money Magazine column, Roger outlines why it serves rational value investors to ignore the predictors of market fluctuations. Read here.
by Roger Montgomery Posted in Insightful Insights, Investing Education, Market Valuation, On the Internet.
