Video Insights
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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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US tax code overhaul
Daniel Wu
January 19, 2017
With Donald Trump’s inauguration just around the corner and tax reform a top agenda item for both the new administration and the Republican-controlled Congress, it is important for investors to consider the implications of the Republicans’ proposed overhaul of the US tax code.
by Daniel Wu Posted in 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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Managing risk by looking beyond Amazon’s label
Christopher Demasi
December 8, 2016
Amazon recently announced it is about to open its first physical grocery store. Immediately we wonder, what kind of company is Amazon exactly? And even more importantly how do investors view Amazon when considering risk exposures?
by Christopher Demasi Posted in Video Insights
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Will the EU exist in 5 years?
Andrew Macken
November 30, 2016
The UK’s left-leaning Guardian conceded this week: “Across the western democracies, the centre of political gravity shifts erratically but inexorably to the right.” So today we ask whether or not the European Union will continue to exist in five years time?
by Andrew Macken Posted in Editor's Pick, Video Insights
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Can earnings growth be a bad thing?
George Hadjia
November 22, 2016
Is a company that is able to grow its earnings 20% every year a good company? Your initial thoughts might be that it is a strong level of growth therefore it’s likely to be a high quality business. In fact, the answer as to whether this is a good company is maybe.
by George Hadjia Posted in Video Insights
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The Four Horseman of the Apocalypse: 16 November 2016
Roger Montgomery
November 16, 2016
According to the authors Carmen Reinhart and Kenneth Rogoff, the study of eight centuries of financial crises reveals a standard and repeating set of leading indicators to a financial crisis.
by Roger Montgomery Posted in Editor's Pick, Video Insights
