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Video Insights

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. continue…

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. continue…

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? continue…

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

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WHITE PAPER

THE MARVELOUS MR. MARKET

2018 was a year of rotations, corrections and volatility. Research presented in our latest Whitepaper shows that global equities have actually become cheaper – and arguably less risky – over the last four years. The upshot is that there are now many more attractive buying opportunities among global stocks.
download the whitepaper
How are we positioned against equity market rotation?

Andrew Macken

September 18, 2018
In this week’s video insight Andrew discusses President Trump’s escalating trade war and the US monetary policies. These two categories include drivers that have led to the equity market rotation we are currently observing.

by Andrew Macken Posted in Market commentary, 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? 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. continue…

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

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Why do we like Codan?

Andreas Lundberg

August 20, 2018
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. continue…

by Andreas Lundberg Posted in Stocks We Like, Video Insights

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