• Don't miss my recent interview with ABC Nightlife, where we delve into navigating market trends, the influence of Gen Z, and much more? LISTEN NOW

Earnings growth: good, not great (08/04/2014)

Earnings growth: good, not great (08/04/2014)

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

INVEST WITH MONTGOMERY

Why every investor should read Roger’s book VALUE.ABLE

NOW FOR JUST $49.95

find out more

SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP


6 Comments

  1. stephen mcmahon
    :

    When you say “in cash” where is it “in cash” in a bank account at .25% or a stort term, term deposit at 3.5% or elsewhere

  2. “earnings growth good, not great”? I would have thought the earnings figures posted by the companies you guys actually own, rather than the index, have indeed been great eg Seek, Carsales, G8, Sirtex, Ramsay, TPG….

  3. ABC TV The Business Tuesday 8 April 2014. Roger is absolutely correct about the dud FTAs.

    If I may ask Roger, what should a (new) political party’s policies be in order to fix the current account deficits and to create value adding (manufacturing) industries please. Thank you.

    • We have to start with, tax holidays for start ups. Think SIngapore’s system of about $200k tax free for the first three years…In essence this gives freedom to the market to identify what competitive advantages Australia has. The Australian government is a poor allocator of capital but the market is not. Once the market has identified what we are good at, the government can come in over the the top and support and protect it.

Post your comments