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Welcome Scott Phillips!
Roger Montgomery
October 14, 2013
We are delighted today to welcome Scott Phillips to the Montgomery Investment Management team as Head of Distribution. Welcome aboard Scott! continue…
by Roger Montgomery Posted in Value.able.
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Seeking Perfection* (*with apologies to George Orwell)
Ben MacNevin
September 13, 2013
It was a rather gloomy week of economic data releases – total job advertisements in Australia and New Zealand were down by 2 per cent for the month of August, while unemployment rose from 5.7 per cent to 5.8 per cent over the same period. And yet the share price of Seek, Australia’s leading employment classifieds website owner, has risen by 1.7 per cent over the week. That raises the question; why are the rising unemployment headlines not having the same adverse impact on the company’s performance as they once did? continue…
by Ben MacNevin Posted in Companies, Economics, Insightful Insights, Value.able.
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Is gambling a gamble? (10/09/2013)
Roger Montgomery
September 10, 2013
by Roger Montgomery Posted in Value.able, Video Insights.
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Down but not out
Russell Muldoon
September 2, 2013
Whilst we do not own the shares in the business and haven’t for some time, we previously commented on a number of headwinds we thought Blackmores was facing. Naturally we read their full year result with interest to see how things are progressing. continue…
by Russell Muldoon Posted in Health Care, Insightful Insights, Value.able.
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May’s relative returns
Russell Muldoon
June 26, 2013
We are focused value investors. The approach we have adopted, with a combined 80 years of Australian share market experience in our team, is working – and working well*. continue…
by Russell Muldoon Posted in Value.able.
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WHITEPAPER
THE PROPERTY RUG PULL
Discover how proposed changes to negative gearing, Capital Gains Tax and holiday home tax rules could reshape property investing, and why investors may consider private credit as property returns become less certain and tax advantages diminish.
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May’s seismic shift
Roger Montgomery
June 6, 2013
The month of May saw the market experience the impact of the sudden realization that the mining boom is over. Due to the absence of value in the market, and our expectation that other investors would eventually catch on to the impact of a recession in mining and mining services, both Montgomery funds had already moved to a high cash weighting. continue…
by Roger Montgomery Posted in Value.able.
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Performance to 30 April 2013
David Buckland
May 9, 2013
The Montgomery [Private] Fund and The Montgomery Fund – performance to 30 April 2013.
continue…by David Buckland Posted in Value.able.
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Expensive but a crash? (07/05/2013)
Roger Montgomery
May 7, 2013
by Roger Montgomery Posted in Value.able, Video Insights.
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The post-PC revolution
Roger Montgomery
April 17, 2013
At Montgomery we have several investment themes that influence our enthusiasm for an investment that meets all our other criteria.
continue…by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications, Value.able.
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Performance to 31 March 2013
Roger Montgomery
April 3, 2013
Dear Value Investors,
Please find below our updated returns to the end of March. With many of the companies we have purchased at lower prices now reaching our intrinsic value estimates, and in some cases exceeding them, there is not a lot of activity at Montgomery. Indeed it seems investors would be well served to always be prepared.
continue…by Roger Montgomery Posted in Value.able.
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