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Now Hear This!!
Roger Montgomery
February 16, 2013
Australia’s farmers agree. Coles and Woolies need to be reigned in. I was chatting with John Morrison on ABC Radio this week and my description of the ultimate result of government policy settings fired up the farming community. So grab a coffee, a cup of tea, a beer or a glass of pinot and settle in.
This is one issue that affects all Australians and their wallets.
This interview was broadcast 12 February 2012. Listen here.
by Roger Montgomery Posted in Insightful Insights, Value.able.
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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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The US – Capital’s share of output at an all time high
David Buckland
February 14, 2013
The US S&P 500 recorded a multi-year low in March 2009, at 667 points.
Today the Index is at 1517 points, delivering a capital gain of 127 per cent in less than four years, or a compound annual average return of 23 per cent.
A significant reason for this rally is based on the fact “labour’s share of output” has, in recent years, declined from 70% to 64%.
continue…by David Buckland Posted in Insightful Insights, 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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Performance to 31 January 2013
Roger Montgomery
February 4, 2013
The Montgomery Fund was launched on 17 August 2012. In the five and a half month period to 31 January 2013, the Fund has recorded a return of 20.65%, after all expenses.
Over the period under review it has out-performed its benchmark, the S&P/ ASX 300 Accumulation Index, by 6.56%.
The Montgomery [Private] Fund was launched on 23 December 2010. In the twenty five month period to 31 December 2013, the Fund recorded a return of 27.36%, after all expenses.
continue…by Roger Montgomery Posted in Value.able.
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What are Tim Kelley’s views on Infrastructure stocks?
Roger Montgomery
January 24, 2013
In these highlights from the 24 January of Sky Business’ Your Money Your Call Program, Tim Kelley discusses Atlas Iron (AGO), SMS Management (SMX), United Overseas Australia (UOS), Metals X (MLX), Northern Star (NST) and Oz Minerals (OZL) – do they make the coveted A1 Grade? Watch now to find out, and also learn Tim’s insights into investing in infrastructure stocks. Watch here.
by Roger Montgomery Posted in TV Appearances, Value.able.
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The 5000 mark
Ben MacNevin
January 16, 2013
The S&P/ASX200 Index has increased by 15 per cent since mid-2012 to its current level of 4720, which has focused the attention of market commentators on the “psychologically important” 5000 mark. Since the GFC, the S&P/ASX200 Index has not been able to break through 5000 despite nearing this level in early 2010 and early 2011.
by Ben MacNevin Posted in Insightful Insights, Value.able.
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Breville Partnership
Russell Muldoon
January 11, 2013
Announced on Tuesday via a leading retail industry Appliance Website, Breville (ASX: BRG) is set to partner with Nespresso to produce a new range of co-branded portioned coffee machines in 2013.
by Russell Muldoon Posted in Value.able.
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Performance to 31 December 2012
David Buckland
January 7, 2013
The Montgomery Fund was launched on 17 August 2012. In the period to 31 December 2012 The Fund delivered a return of 16.88%, after expenses.
Over the same period the S&P/ ASX 300 Accumulation Index appreciated by 8.68%.
continue…by David Buckland Posted in Insightful Insights, Value.able.
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Signs of a merry Christmas at JB Hi Fi?
Tim Kelley
December 24, 2012
JB Hi Fi (ASX:JBH) is a retailer we have followed closely over the years. What attracted us to the business was a focused and well-executed business model that delivered strong returns on equity, coupled with a store roll-out program that allowed those returns to be realized on an expanding pool of assets. Over time, this led to increasing market share and growing EPS. In fact, between 2004 and 2010 EPS grew at a rate of over 30% p.a. compound.
by Tim Kelley Posted in Companies, Insightful Insights, Value.able.
