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Commodities into the Stratosphere!
Roger Montgomery
March 6, 2013
Despite the use of the Chinese and Indian middle class we reckon the usual commodity cycle will prevail. At no time in the last 200 years has such a steep rise in prices not been followed by a slump.
Canada’s central Bank governor Mark Carney disagrees with us and thinks this boom is a super cycle and will last a while yet. BHP’s Marius Kloppers however, in a farewell interview on the ABC, said lower Iron Ore prices would be BHP’s next big challenge and Mr Carney’s own Deputy, John Murray warned just last year not to expect prices to keep rising..
continue…by Roger Montgomery Posted in Value.able.
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MEDIA
Reporting Season Wrap
Roger Montgomery
February 27, 2013
In these highlights from the 27 February edition of ABC1’s ‘Inside Business’, Roger discusses with Alan Kohler the results of companies including BHP, Origin Energy and Qantas. Watch here.
by Roger Montgomery Posted in Energy / Resources, Insightful Insights, Tourism, TV Appearances, Value.able.
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MEDIA
To delegate or not? Research is the key
Roger Montgomery
February 22, 2013
In this Australian Financial Review column published 22 February 2013, Christopher Joye recommends The Montgomery Fund for investors seeking a fund manager who actively manages their Australian share portfolio. Read here.
by Roger Montgomery Posted in In the Press, Value.able.
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Marius Kloppers’ scorecard
Roger Montgomery
February 22, 2013
Earlier this week I was interviewed on ABC Radio’s PM program about the announcement of Marius Kloppers’ departure from BHP.
Read the transcript below or listen to the interview here.
by Roger Montgomery Posted in Energy / Resources, Value.able.
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Where To Dig (19/2/2013)
Roger Montgomery
February 19, 2013
by Roger Montgomery Posted in Value.able, Video Insights.
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READ HERE -
Cisco: Mobile data traffic to grow at 66% p.a. over the next five years
David Buckland
February 18, 2013
The Cisco White Paper, released recently, makes some extraordinary predictions over the next five years and and is well worth reading.
To summarise:
1. In 2012, global mobile traffic grew 70 per cent to 885 petabytes per month. By 2017, this will grow 13 times and surpass 11 exabytes per month, a compound annual growth rate of 66%;
by David Buckland Posted in Insightful Insights, Technology & Telecommunications, Value.able.
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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.
