Video Insights
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The outlook for the resources, retail and banking sectors
Roger Montgomery
April 4, 2017
by Roger Montgomery Posted in Video Insights.
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Thought Diversity
Lisa Fedorenko
March 29, 2017
When problems get more complex, considering a broader range of outcomes and actions can lead to better end results.
by Lisa Fedorenko Posted in Video Insights.
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What’s the story with Vita Group?
Scott Shuttleworth
March 15, 2017
In this video insight we run through a series of events we’ve observed surrounding the Vita Group share price over the past 6 months. For those new to Vita Group, the firm runs a network of over 100 Telstra retail stores and business centres as well as several other retail and enterprise offers.
by Scott Shuttleworth Posted in Video Insights.
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Not all growth is created equal
Stuart Jackson
March 6, 2017
At Montgomery we focus heavily on a company’s prospects. This refers to the outlook for the company’s earnings growth. While a growing earnings stream is valuable, not all growth is equal. In this video Stuart discusses two types of growth: organic and acquisition.
by Stuart Jackson Posted in Video Insights.
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A great display for Carsales
Ben MacNevin
February 22, 2017
We’ve had a pleasing reporting season thus far, and Carsales is one of our holdings that produced a great result.
by Ben MacNevin 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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A quick review of reporting season
Tim Kelley
February 15, 2017
If we look at the overall market, the ASX200 Index is up close to 3% in the first two weeks of February, so across the overall market, the news so far appears to be pretty good. In this video Portfolio Manager Tim Kelley discusses a few stocks held in The Montgomery Fund.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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To BHP or not to BHP?
Roger Montgomery
February 7, 2017
In this video insight we explain the recent period of under performance of The Montgomery Fund. Why has the index surged ahead and can this continue?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Montgomery Christmas message 2016
Roger Montgomery
December 21, 2016
This Christmas may you enjoy its true reality, its peace and love. May it reach into your home and surround your family and may your 2017 be a safe and peaceful one.
by Roger Montgomery Posted in Video Insights.
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Property implosion?
Roger Montgomery
December 16, 2016
Around the country the apartment oversupply I have previously discussed has started to hit the market and it is already impacting developers and investors. In this video insight I discuss apartment vacancy rates and what happens to the Australian economy when the construction boom ends.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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A Montgomery Update
David Buckland
December 13, 2016
As 2016 draws to a close Montgomery’s CEO David Buckland discusses some company updates, reflects on the Montgomery Global Fund’s performance and introduces a recent addition to the Montgomery team.
by David Buckland Posted in Video Insights.
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