Video Insights
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Value versus growth stocks
Tim Kelley
February 19, 2020
In this week’s video insight Tim takes a closer look at value stocks and growth stocks. On the whole, over long periods of time, it looks as though a value investor has enjoyed a significantly better investment experience than a growth investor. Long-term averages are not the whole story, however. Over short periods of time, value can underperform growth significantly.
by Tim Kelley Posted in Editor's Pick, Investing Education, Video Insights
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What could trigger lower domestic gas prices?
Andreas Lundberg
February 12, 2020
In this week’s video insight Andreas reviews our domestic east coast gas prices. It seems that the east coast LNG export adds very little to the Australian economy, given the appointment of a new minister of resources will we see any action taken?
by Andreas Lundberg Posted in Video Insights
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What should we expect from BHP and RIO in 2020?
Joseph Kim
February 4, 2020
In this week’s video insight Joseph takes a look at the outlook for the two major miners, BHP and Rio Tinto. Generally speaking 2019 was a positive year for the miners, BHP posted a total return of 25 per cent, while Rio Tinto’s performance was even more impressive with a total return of 41 per cent. So why have we decided to not hold either company at their current prices?
by Joseph Kim Posted in Companies, Video Insights
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Aussie cash rates down from 6.0% to 1.0% in the decade since the GFC
David Buckland
January 21, 2020
In this week’s video insight David reviews the low growth and low inflation environment we currently find ourselves in. This is attributable to four major factors which are structural in nature and are causing disruption across the Western world workforce. Together with casualisation and little growth in real wages, many people are logically feeling less secure. Are there any winners? continue…
by David Buckland Posted in Editor's Pick, Video Insights
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Montaka’s fourth quarter update
Andrew Macken
January 17, 2020
In this video Andrew shares a summary of Montaka’s Q4 2019 letter to investors. Discussing the view that the world is favourable for equities at the moment with monetary policies highly accommodative around the world. Andrew also shares a holding in the portfolio – Floor & Decor. continue…
by Andrew Macken Posted in Global markets, Montgomery News and Updates, Video Insights
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What should we expect from the big four banks in 2020?
Stuart Jackson
January 13, 2020
In this week’s video insight Stuart reviews the banks performance in 2019. The banks have endured a turbulent few of years and 2019 was no different, generating a total return of 9.5 per cent for the calendar year, less than half that of the broader market return of 23.8 per cent. Of the major banks the Commonwealth of Australia was the best performer delivering a total return of 16.9 per cent. Looking to 2020, the outlook is improving marginally relative to 2019 but remains challenging. What should we expect? continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services, Video Insights
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Roger Montgomery’s Christmas Message 2019
Roger Montgomery
December 20, 2019
While progressive morality – the bending of what is acceptable (and legal!) to suit the times – sounds appealing, Christmas reminds us of a great and unchanging truth; that at a single point in our history a man, with a revolutionary claim to being the son of God, came to down to Earth to proclaim freedom. And we can turn to the birth of Jesus as a sign that peace and harmony can exist if we are free not to do what we want, but to do what we should. I hope and pray you and your family experience the great joy and peace that is intended for you this Christmas. And this year I also pray for the safety of those affected by bushfire.
by Roger Montgomery Posted in Editor's Pick, Video Insights
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Infrastructure assets for the digital economy – Data Centres
Gary Rollo
December 18, 2019
Technology was once a major competitive advantage for large companies, today that’s no longer the case, smaller companies can now compete on a level technology playing field thanks to Cloud Computing and the Digital Economy. It’s why we believe that small companies represent an attractive area for investing. continue…
by Gary Rollo Posted in Montgomery Small Caps Management Video Series, Video Insights
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The outlook for the meat industry
Andreas Lundberg
December 10, 2019
In this week’s video insight Andreas takes a closer look into the meat industry. Research shows that by 2040 vegan meat replacement and cultured meat will take significant share and account for around 60 per cent of total meat consumption. Which companies will be impacted by this? continue…
by Andreas Lundberg Posted in Editor's Pick, Video Insights
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Data centre growth to benefit NextDC
Roger Montgomery
December 2, 2019
In this week’s video insight Roger discusses why we view NextDC as a long-term infrastructure play that investors should be viewing with a telescope rather than a microscope to understand the opportunity. continue…
by Roger Montgomery Posted in Editor's Pick, Stocks We Like, Video Insights
