Merry Christmas and Thank You
As the team at Montgomery heads off for the holiday season, we wanted to wish you all a happy, safe and relaxing Christmas.
Thank you for your support in 2015 and for all of your wonderful contributions. We enjoy sharing our insights and investing philosophy with you and hope we have provided educational content through the year to guide your investing journey.
We are now taking a short break, and will return next year with new content. You can expect to see us back and running on 18 January 2016.
If you would like to share your ideas about the topics, industries or companies you would like us to cover in 2016, we’d be delighted to hear them in the comments.
Until then, enjoy the holidays with your loved ones and friends.
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.
Andy Dong
:
It’ll be great to share your thoughts on
– VW
– Google
Luke Joseph
:
Thank you for your great blog insights and fantastic fund performance throughout the year.
I would love to hear about more small cap stocks that are too illiquid for your funds to invest in but that you guys think are great possible investment opportunities. Great ideas this year have included comvita, integrated research and senetas.
lynanne Stanaway
:
Impressed by your Christmas message as well as your team’s performance throughout the year. Refreshing to hear expression of the true meaning of Christmas from the the world of finance and investment -the pinnacle of self interest.
Andy Dong
:
Roger, it will be great to share your thoughts on the quality of the business and valuation perspective for
– Alphabet (aka Google)
– Volkswagen
Cheers
Andy
james evans
:
Roger,your Christmas message was thoughtful and refreshing.
garry howlett
:
The team at Montgomery, have a merry Christmas, and a healthy and prosperous 2016.
Many thanks for everything you give back through sharing knowledge and insights here at the blog. It is very much appreciated.
Dean Mitchell
:
I commend you on your Christmas message Roger.
Thank-you
Nigel
:
My SMSF has done very well by following your advise, thank you.
I’m interested in MNF and XRO (Xero)
Michael Leslie
:
Thanks Roger and team for a fantastic year. Also Roger for your Christmas message.
I also would like to hear your views on 3PL when you get a chance please.
Happy Christmas and may 2016 be a ripper!
Frank Lucas
:
Roger do you recall in 2012 that coincidentally our families met at a resort in Phuket for a holiday. It was shortly before you launched The Montgomery Fund and when I didn’t know too much about a thing called Skaffold. Since then my SMSF became an investor in the Montgomery Fund. Over those three years I have to tell you that I am delighted at the performance far exceeding my expectations. As for Skaffold steering me where to find possible businesses in which to invest, I can only say it has been an amazing experience. I could not have known how good the outcome would turn out to be over the three years and indeed through some difficult investing times. Sincere thanks to you and the insightful team that you have recruited. I am most appreciative.
Your 2015 Christmas Message was terrific. It was a reminder that Christmas really is about love in action towards those less fortunate than ourselves and with whom we rub shoulders on a daily basis. You then nailed it when reminding the viewer that Christmas was the time when God reached down to men and women everywhere through the person of Jesus. Thank you for the reminder. A happy Christmas to you and the Montgomery team. Let’s trust that the new year with all of its challenges will nevertheless be a happy one and rewarding in every way.
Mick
:
Roger
Your Xmas message was inspiring and quite moving and I’m sure is a reflection of how you live your life, namely in the spirit of love and forgiveness. Being a Jew I can certainly identify with the importance of these values which also sit at the core of Judaism.
Merry Xmas
david klumpp
:
Thank you Roger and Team for your efforts and another successful year. I would appreciate hearing your thoughts on any of 3PL, CGL and MNF.
George
:
Thanks gang !
Been great reading the blog throughout the year.
Have a safe Christmas / New Year break and see you in 2016 !!
cheers George.
Nick
:
Hi Roger and team. Merry Christmas.
Be good to shed some light on a company called traditional therapy clinics (TTC) Skaffold shows some good signs from them. No debt ,very high roe, big discount to intrinsic value,good cash flow and an A2 rating. Cheers.Nick
Fei
:
Hi Roger,
Thank you for your team’s excellent work for investors in 2015. 2 micro-cap tech stocks MP1 (Megaport) and CL1 (Class Super) doubled or almost doubled their listing price in December (both listed in December). I am holding CL1 now and my friend holds MP1. May you please shed some light on the 2 cloud based service companies?
Thanks
Kelvin Ng
:
Hi Roger and team, it would be great if you could cover VTG in 2016.
Merry Christmas to you all.
Kelvin