August 14, 2018
In this week’s video insight Joseph identifies the issues with using earnings multiples for valuing companies with finite life assets. During the recent June Quarter production reporting season, a number of mining companies recorded steep share price falls. Joseph uses Sandfire Resources as an example of why the decline needs to be put into context. continue…
by Joseph Kim Posted in Video Insights
July 31, 2018
Our Montaka strategy passed its three-year anniversary on June 30 2018 and we are delighted by the results we have delivered our investors to date. In this week’s video insight Andrew discusses how Montaka achieves upside as well as reduces the negative impact from market downturns. continue…
by Andrew Macken Posted in Editor's Pick, Montgomery News and Updates, Video Insights
July 24, 2018
In this week’s video insight Tim discusses Wesfarmers, with additional details being recently released on the Coles demerger capital structure and directors, the market appears to be largely positive on the transaction. Is Wesfarmers planning more acquisitions?
by Tim Kelley Posted in Editor's Pick, Video Insights
July 17, 2018
Following the three-year anniversary of the Montgomery Global Fund and Montaka Global Fund we are pleased with the returns for investors. You may ask how we focus on minimising risk of loss of capital? In this week’s video insight David discusses how the global strategies achieve this.
by David Buckland Posted in Video Insights
July 12, 2018
June 30, 2018 marked the three-year anniversary of the Montgomery Global Fund. In this week’s video insight Andrew discusses what the fund has delivered after three years and which sectors and companies we own. continue…
by Andrew Macken Posted in Editor's Pick, Video Insights
July 4, 2018
In this week’s video insight Roger discusses how ultra-low interest rates for an extended period – through quantitative easing – has seen unprecedented debt accumulate globally that is not being invested in growth.
by Roger Montgomery Posted in Editor's Pick, Video Insights
June 29, 2018
June 21, 2018
In this video, Chris discusses how we are buying stocks in this bull market, with today’s bull market run in the S&P closing in on 10 years. So far, this bull market ranks number two in length, behind the expansion of the 1990s.
by Christopher Demasi Posted in Global markets, Video Insights
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
June 5, 2018
In this week’s video insight Daniel provides an update on Apple. Now that the market has finally caught on to the power of Apple’s services business how is the stock still representing compelling value? continue…
by Daniel Wu Posted in Editor's Pick, Stocks We Like, Video Insights