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.
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Why we see value in Telstra
Tim Kelley
May 29, 2018
In this week’s video insight Tim discusses our view on Telstra. We have been reasonably critical of Telstra over the years, although given the extent of the share price decline we think Telstra has now reached a point in which it offers value upside.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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The Coming of Montgomery Global
David Buckland
May 22, 2018
Montgomery Global Investment Management is coming around to its third anniversary. In this week’s video insight David discusses their progress. How have the funds tracked against the benchmark?
by David Buckland Posted in Editor's Pick, Video Insights.
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Where are the markets headed?
Roger Montgomery
May 18, 2018
Predicting market direction is very hard to do. In this week’s video insight, Roger presents some of the facts via a series of charts to let you draw your own conclusions as to where markets are headed in the next 12-18 months.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Aristocrat’s Advantage
Lisa Fedorenko
May 1, 2018
In this week’s video insight Lisa identifies a company in the online gaming industry that has achieved competitive advantage and is emerging as a market leader.
by Lisa Fedorenko Posted in Video Insights.
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How will the banks do in the first half results?
Stuart Jackson
April 24, 2018
In this week’s video insight Stuart discusses the banks. They have dominated the media headlines for all the wrong reasons recently. Given this backdrop, first half results come at a very interesting time.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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Is BT Investment Management suffering from style headwinds?
Tim Kelley
April 17, 2018
In this week’s video insight Tim discusses a position The Montgomery Fund recently took in BT Investment Management (ASX:BTT).
by Tim Kelley Posted in Video Insights.
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Bill Shorten wants your grandparents’ last $45
Roger Montgomery
March 21, 2018
In this week’s video insight Roger discusses Bill Shorten’s attack on franked dividends. He’s simply putting millennials against baby boomers. Is voting for Labor a vote against your parents and grandparents?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
- 35 Comments
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Do you have enough global equities exposure in your portfolio?
David Buckland
March 13, 2018
In this week’s video insight David compares Australia’s top five businesses to the global top five and provides various observations. Interestingly, there are only three non-American businesses in the global top ten. Do you have enough global equities exposure in your portfolio?
by David Buckland Posted in Video Insights.
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Never say never
Lisa Fedorenko
February 20, 2018
In this week’s video insight Lisa provides an argument to challenge the phrase “I will never buy above valuation” and discusses three circumstances where it makes sense to buy above intrinsic value.
by Lisa Fedorenko Posted in Editor's Pick, Video Insights.
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