Video Insights
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Will strong returns from the technology space continue into the future?
Tim Kelley
September 11, 2018
In this week’s video insight Tim discusses the information technology sector. The information technology sector makes up only a small part of the total market capitalisation of the ASX200 Index although is much larger represented in the US. Will strong returns continue?
by Tim Kelley Posted in Video Insights.
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An update on The Montgomery Fund
Roger Montgomery
September 5, 2018
In this week’s video insight Roger provides an update on The Montgomery Fund. One of The Fund’s goals is to outperform the broader market over long stretches of time, but another important goal for The Fund is to preserve investor capital. Since its inception, The Fund has delivered better returns than the broader market and has done so with smaller drawdowns and lower volatility. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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An update on Seek’s full year results
Stuart Jackson
August 28, 2018
In this week’s video insight Stuart takes a look at Seek’s (ASX:SEK) full year results. In the 2018 year, Seek reported 24.4 per cent revenue growth. This was a strong result driven by an acceleration in revenue growth in the Australasian, Chinese and Asian businesses.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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Why do we like Codan?
Andreas Lundberg
August 20, 2018
In this week’s video insight, Andreas discusses Codan, its share price has soared 32 per cent in the last year. So let’s take a look at four reasons why we like it.
by Andreas Lundberg Posted in Stocks We Like, Video Insights.
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What are the issues with using earnings multiples to value companies?
Joseph Kim
August 14, 2018
In this week’s video insight Joseph identifies the issues with using earnings multiples for valuing companies with finite life assets. During the recent June Quarter production reporting season, a number of mining companies recorded steep share price falls. Joseph uses Sandfire Resources as an example of why the decline needs to be put into context.
by Joseph Kim Posted in Video Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Is there more M&A activity ahead for Wesfarmers?
Tim Kelley
July 24, 2018
In this week’s video insight Tim discusses Wesfarmers, with additional details being recently released on the Coles demerger capital structure and directors, the market appears to be largely positive on the transaction. Is Wesfarmers planning more acquisitions?
continue…by Tim Kelley Posted in Editor's Pick, Video Insights.
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How we aim to minimise the risk of capital loss
David Buckland
July 17, 2018
Following the three-year anniversary of the Montgomery Global Fund and Montaka Global Fund we are pleased with the returns for investors. You may ask how we focus on minimising risk of loss of capital? In this week’s video insight David discusses how the global strategies achieve this.
by David Buckland Posted in Video Insights.
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Should we be worried by rising debt?
Roger Montgomery
July 4, 2018
In this week’s video insight Roger discusses how ultra-low interest rates for an extended period – through quantitative easing – has seen unprecedented debt accumulate globally that is not being invested in growth.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Why are the banks refocusing on core competencies?
Stuart Jackson
June 29, 2018
In this week’s video insight Stuart discusses why the banks are selling or demerging lower return overseas operations and insurance operations.
by Stuart Jackson Posted in Financial Services, Video Insights.
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Exclusive interview with Codan CEO
Andreas Lundberg
June 19, 2018
There are usually several opportunities for institutional investors to meet with any Australian company’s management during conferences or as they do the rounds following their results. continue…
by Andreas Lundberg Posted in Stocks We Like, Video Insights.
