Video Insights

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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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.

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by Andreas Lundberg Posted in Stocks We Like, Video Insights.

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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?

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

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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?

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by Tim Kelley Posted in Video Insights.

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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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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.

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by Stuart Jackson Posted in Editor's Pick, Video Insights.

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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.

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by Andreas Lundberg Posted in Stocks We Like, Video Insights.

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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.

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by Joseph Kim Posted in Video Insights.

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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?

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

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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.

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by David Buckland Posted in Video Insights.

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