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Hanging Ten 11/12/2012

Hanging Ten 11/12/2012

INVEST WITH MONTGOMERY

Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

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.

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4 Comments

  1. Hi Roger,
    Is there any chance you can write an article on what drives a share market higher in a low growth global economy. For instance we have the DAX at 4 year highs, but bunds continue to rise and latest data shows Germany s unemployment rising and the economy could go into a reccession or minimal growth at best. The periphery is in a depression, and China s growth is slowing. It makes sense that future earnings of companys will be muted at least in the short term..Is it the chase for yield in a low interest rate environment thats pushing markets higher?? Or is the mkt becoming complacement.
    many thanks for all that comes from the table of knowledge at the montgomery fund.

  2. You raise some very good points about population size and growth and the impact this will have on the economics of Television companies. It also raises another problem, unlike in retail when you can become successful with a low price platform, this doesn’t work with television stations.

    TV in my opinion is a high cost business, yes you can try and limit costs and be more efficient (and you always should) but you can’t make a business strategy around it.

    Televisions product is access to its viewers for advertisers. To do that, it needs to attract viewers and to do that you need exciting shows which unfortunatley costs a lot of money.

    Not to mention that there is so much competition with TV these days, pay TV for starters, social networks, radio etc.

    I just don’t see anything attractive in the idea of investing in free to air TV, i’ll leave it, like airlines and sporting teams, as a play thing for billionaires.

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