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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.

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• POSTED IN Companies, Economics, Insightful Insights, Investing Education, Market Valuation, Whitepapers

We take a look at CSL Limited’s half-year result to 31 December 2014. CSL is a global specialty biotechnology company that researches, develops, manufactures and markets products to treat and prevent serious human medical conditions. While the market is focusing on Immunoglobulin, and the potential supply growth from competitors, the story is much bigger than this and we should avoid getting too caught-up in the short-term.

CSL is a major holding in both The Montgomery Fund and The Montgomery Private Fund.

Russell Muldoon is the Portfolio Manager of The Montgomery [Private] Fund. To invest with Montgomery, find out more.

by Russell Muldoon Posted in Health Care, Whitepapers.

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You don’t have to be a Nobel Prize-winning economist to notice there’s been a lot of talk on bubbles lately. In this subscriber-only White Paper, Roger Montgomery takes a closer look at just what’s happening with asset prices.

by Roger Montgomery's Team Posted in Whitepapers.

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Instant income by way of dividend payouts, or nothing now in the interest of potential long-term wealth accumulation? In Part I of this exclusive subscriber-only White Paper, I have a look at the conversation surrounding yield.

by Roger Montgomery Posted in Investing Education, Whitepapers.

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The forecast Australian population growth from 23 million to 40 million by 2060 bodes well for self-storage providers – and small-cap National Storage is no exception. We take a closer look at how the third-largest self-storage provider is positioned.

by Roger Montgomery Posted in Investing Education, Whitepapers.

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Yesterday, the Bureau of Resources and Energy Economics released their biannual Resources and Energy Major Projects—April 2014 report, providing analysis on resources, energy, infrastructure and processing projects. continue…

by David Buckland Posted in Energy / Resources, Insightful Insights, Whitepapers.

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• POSTED IN Energy / Resources, Insightful Insights, Whitepapers

In a blow to the rising popularity of stupidity in equity markets, the team at the Capital Markets Cooperative Research Centre (CMCRC) – the organization that has worked closely with Montgomery Investment Management – has concluded high-quality stocks generally outperform low-quality stocks and provide downside protection during times of market volatility. continue…

by Roger Montgomery Posted in Market Valuation, Whitepapers.

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As well as asking the somewhat controversial question on whether or not we, as investors, need economists and economic commentary, in this exclusive subscriber-only Montgomery White Paper, we look to production company Beyond – and how it’s managing to perform in a depressed media arena.

by Roger Montgomery Posted in Whitepapers.

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While the growth of the technological industry is greatly impacting the share price of accounting software company Reckon, DuluxGroup is facing challenging times ahead owing to the uncertainty surrounding the housing construction market. In the first subscriber-only double edition white paper for 2014, find out whether either company is Montgomery investment grade. continue…

by Roger Montgomery Posted in Companies, Whitepapers.

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Tech stocks have a reputation for seducing investors. In the last subscriber-only white paper for 2013, find out which tech stocks are Montgomery investment grade. continue…

by Roger Montgomery Posted in Technology & Telecommunications, Whitepapers.

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• POSTED IN Technology & Telecommunications, Whitepapers