Whitepapers
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WHITEPAPERS
The Lost Decade and the Search for More Income
Roger Montgomery
April 11, 2016
It might surprise you to know that there has been no capital gain from the ASX200 for a decade. So investing must be all about the dividends? It’s reasonable to assume that income will become even more important as the proportion of Australians over the age of 65 rises, but are dividends the only way of generating income from shares? continue…
by Roger Montgomery Posted in Insightful Insights, Whitepapers.
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WHITEPAPERS
Investing in volatile times
Roger Montgomery
January 25, 2016
Welcome to our first Whitepaper of the year. It’s been a tough start to the year. With falling oil prices and lower growth expectations from China, share markets around the world are down significantly. Investing can be tough with a challenging outlook, however, this month’s Montgomery Whitepaper reveals insights into investing amid volatile market conditions. We share our view on when to buy high quality companies and discuss the difference between value and price. continue…
by Roger Montgomery Posted in Whitepapers.
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WHITEPAPERS
Dumb Investing
Roger Montgomery
November 16, 2015
With news that retail ownership of shares are at the lowest level since the turn of the century (which is a more dramatic way of saying, in the last fifteen years), it’s quite possible there’s a great deal of opportunity. You can understand why many have lost interest. The problem for investors however is they’re focused on the index rather than individual companies.
continue…by Roger Montgomery Posted in Insightful Insights, Whitepapers.
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WHITEPAPERS
Protecting your Purchasing Power
Roger Montgomery
September 18, 2015
In the very long run, investing successfully has little to do with picking the tops and bottoms of markets or asset prices. It has instead everything to do with maintaining, preserving or enhancing your purchasing power. Investing some of your assets in carefully selected international companies may just be the best way of preserving your purchasing power against the multitude forces of inflation, global disruptors and further potential declines in the Australian dollar.
by Roger Montgomery Posted in Whitepapers.
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WHITEPAPERS
Quiksilver: Montaka’s opportunity
Roger Montgomery
September 15, 2015
Readers of the Montgomery Global magazine will know that last year we prepared a short thesis on surf wear company, Quiksilver (NYSE: ZQK). Here was a company experiencing declining same store sales, while servicing high levels of debt. Meanwhile the analyst community held unduly optimistic expectations for a rapid recovery in sales and profit margins. Three of four elements of the Montgomery Global Investment Management’s team’s framework for profiting from a deteriorating business were met. continue…
by Roger Montgomery Posted in Consumer discretionary, Whitepapers.
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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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WHITEPAPERS
Getting there is half the fun
Roger Montgomery
August 22, 2015
If I offered you two hypothetical opportunities to make 50 per cent, what additional questions would you ask to work out which was the superior offering?
by Roger Montgomery Posted in Whitepapers.
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WHITEPAPERS
Montgomery Global magazine
Roger Montgomery
June 12, 2015
For any subscribers who missed it, here is the first Montgomery Global magazine in anticipation of the launch of our new global products on 1 July 2015.
by Roger Montgomery Posted in Companies, Insightful Insights, Whitepapers.
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WHITEPAPERS
Which investment structure is best for you?
Scott Phillips
May 1, 2015
The answer to that question will be unique to you and your investing goals. In our latest Whitepaper, we take an in-depth look at Unit Trusts and Listed Investment Companies.
continue…by Scott Phillips Posted in Insightful Insights, Whitepapers.
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WHITEPAPERS
Many Happy Returns
Scott Phillips
April 2, 2015
The Montgomery Fund’s special brand of value investing has produced a successful track record since inception. continue…
by Scott Phillips Posted in Insightful Insights, Investing Education, Montgomery News and Updates, Whitepapers.
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WHITEPAPERS
Will the market boom or bust in 2015?
Roger Montgomery
March 6, 2015
The answer to that question will be known in a few short months. We already have some pretty good indications that validate our optimism. But some equally solid arguments can be mounted that validate our caution.
Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. To invest with Montgomery, find out more.
by Roger Montgomery Posted in Companies, Economics, Insightful Insights, Investing Education, Market Valuation, Whitepapers.
