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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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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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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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The Montgomery [Private] Fund and The Montgomery Fund – performance to 30 April 2013.
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by David Buckland Posted in Value.able.

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by Roger Montgomery Posted in Value.able, Video Insights.

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At Montgomery we have several investment themes that influence our enthusiasm for an investment that meets all our other criteria.
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by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications, Value.able.

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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.
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by Roger Montgomery Posted in Value.able.

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In these highlights from the March 19 edition of Sky Business’ Your Money Your Call programme, Tim Kelley discusses whether there is still value left to be had after the recent market surge, as well as M2 Telecommunications Ltd (MTU), Codan Ltd (CDA), Woolworths Ltd (WOW), Leighton Holdings Ltd (LEI) and Silver Chef Ltd (SIV). Do they achieve the coveted A1 grade? Watch now to find out.

by Roger Montgomery Posted in TV Appearances, Value.able.

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MONTGOMERY INVESTMENT MANAGEMENT

PERFORMANCE to 28 FEBRUARY 2013

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by Roger Montgomery Posted in Value.able.

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You will have to forgive the rather startling image we have chosen for this blog post. Its really been selected for dramatic effect only.

You may not realise this but all the way back in August 2010 we were BHP bulls, writing; “If you take on blind faith a A$22b profit, BHP’s shares are worth AUD $45-$50 each.”

But then in February 2011 we became a little more circumspect. You can read about the change here.
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by Roger Montgomery Posted in Companies, Energy / Resources, Investing Education, Value.able.

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