Video Insights

In this week’s video insight Tim takes a look at Telstra’s half-year results. Revenue, earnings and cash flow all broadly lined up with expectations so there weren’t many surprises. Although since we last looked at Telstra there have been some interesting developments. continue…

by Tim Kelley Posted in Video Insights.

• watch video
• 2 Comments
• save this article
• POSTED IN Video Insights

In this week’s video insight Joseph introduces Sydney Airport and outlines the investment thesis as well as the key drivers for the earnings outlook. The company has an impressive track record with an enviable monopoly status leveraged to a positive structural thematic. continue…

by Joseph Kim Posted in Editor's Pick, Video Insights.

• watch video
• save this article
• POSTED IN Editor's Pick, Video Insights

In this week’s video insight Roger discusses how investing can be very successful without the ability to predict the future. What might be the catalyst to provide investors with an opportunity in 2019?

by Roger Montgomery Posted in Video Insights.

• watch video
• save this article
• POSTED IN Video Insights

This year has certainly been tough one for those who express a faith in the very reason for Christmas.  2018 has witnessed an acceleration in the politicisation of tolerance and individual rights, while those who have expressed faith in Jesus have been branded intolerant. From all of the team at Montgomery we wish you a safe and happy holiday.

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights

In this week’s video insight Stuart takes a look at Aristocrat Leisure’s (ASX:ALL) result announced in late-November for full year ended 30 September 2018. We view Aristocrat as a high-quality business at an attractive price with good medium-term prospects. Following the announcement, we believe the stock now represents an improved risk and return mix.

continue…

by Stuart Jackson Posted in Video Insights.

• save this article
• POSTED IN Video Insights

In this week’s video insight Roger discusses the switch by major central banks from quantitative easing (QE) and the structural changes this will have on interest rates. Market distortions created by QE could prove fertile grounds for investors. This video also covers the rapidly ageing population across the world. How will these two factors impact investors?

by Roger Montgomery Posted in Investing Education, Market commentary, Video Insights.

• save this article
• POSTED IN Investing Education, Market commentary, Video Insights

In this week’s video insight David discusses the impact of all the recent negative financial headlines. Are they a reaction to the 5-7 per cent decline recorded by many stocks in October or the fact that the Australian housing market has entered first bear market in years?

by David Buckland Posted in Editor's Pick, Video Insights.

• 2 Comments
• save this article
• POSTED IN Editor's Pick, Video Insights

In this week’s video insight Tim discusses The Montgomery Fund’s cash weighting. As value has not been easy to find, we are happy to hold cash for a couple of reasons. In October, a window of opportunity started to open and we have deployed some of our cash.

by Tim Kelley Posted in Editor's Pick, Video Insights.

• save this article
• POSTED IN Editor's Pick, Video Insights

In this week’s video insight Joseph discusses dividends for large mining companies and provides a quick analytical tool to help determine the potential outcome of these investments.

continue…

by Joseph Kim Posted in Video Insights.

• save this article
• POSTED IN Video Insights

In this week’s video insight Stuart discusses the factors behind recent market gyrations and provides three basic building blocks to generate the valuation of a company.

by Stuart Jackson Posted in Video Insights.

• save this article
• POSTED IN Video Insights