Video Insights
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Will the negative financial headlines lead the Aussie consumer?
David Buckland
November 13, 2018
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.
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Reducing our Weighting to Cash
Tim Kelley
November 6, 2018
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.
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How to evaluate a mining company’s profitability
Joseph Kim
October 29, 2018
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.
by Joseph Kim Posted in Video Insights.
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Three basic building blocks in generating a valuation on a company
Stuart Jackson
October 22, 2018
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.
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Rates are rising, should investors be cautious?
Roger Montgomery
October 18, 2018
In this week’s video insight Roger discusses the outcome of rising rates. Sentiment shifts from thinking about growth, to the relative attractiveness of cash, or perhaps more accurately, the increasing dangers of risky assets. Should investors be cautious?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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How much more room for growth does Challenger have?
Andreas Lundberg
October 9, 2018
In this week’s video insight Andreas takes a look at Challenger, a core holding in our funds. With currently around 90% market share in the annuity market place in Australia we believe there is even more opportunity for Challenger’s growth.
by Andreas Lundberg Posted in Stocks We Like, Video Insights.
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What can we see if we compare the US market and the Chinese market?
David Buckland
September 26, 2018
In this week’s video insight David compares the world’s two largest economies, the US and China. With the tariff war between China and the US heating up how much of a negative impact is this having on the Chinese economy?
by David Buckland Posted in Editor's Pick, 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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