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A Value Trap? (02/04/2013)
April 2, 2013
by Roger Montgomery
Is Dodo a Doddle? (26/3/2013)
March 26, 2013
by Roger Montgomery
Top Tips from a Cabbie (19/3/2012)
March 19, 2013
by Roger Montgomery
Gerry Might Be Right (12/3/2013)
March 12, 2013
by Roger Montgomery
  • AUB Group – insurance growth without insurance risk

    Michael Gollagher
    November 14, 2022

    There are many factors that come into play when you consider constructing a portfolio of stocks. Many people want to see a line up of superstars who are expected to shoot the lights out. Having said that, as we all know in investment markets there is no such thing as a free lunch. Continue…

    by Michael Gollagher Posted in Companies, Stocks We Like.
    • 1 Comments
    • save this article
    • 1
    • POSTED IN Companies, Stocks We Like.
  • Big days in small companies

    Roger Montgomery
    November 11, 2022

    Overnight, U.S. stocks posted their strongest rally in years, after the country’s October consumer price data provided further confirmation inflation has indeed peaked. These are big moves that investors cannot afford to miss, which is why we will continue to generally advise being greedy when others are fearful. Continue…

    by Roger Montgomery Posted in Companies, Stocks We Like.
    • save this article
    • POSTED IN Companies, Stocks We Like.
  • History shows us how rising rates affect equity returns

    Roger Montgomery
    November 11, 2022

    Instead of trying to speculate when the market will turn around, I think investors would be better off focusing on changes in interest rates. After all, history teaches us that changes in interest rates, and the extent to which rates rise beyond consensus estimates, are a major determinant of price-to-earnings (P/E) ratios and, therefore, sharemarket returns. Continue…

    by Roger Montgomery Posted in Editor's Pick, Market commentary.
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    • POSTED IN Editor's Pick, Market commentary.
  • The Aura difference

    Dean Curnow
    November 10, 2022

    Given the considerable volatility of markets this year it is no surprise investors are seeking to derive income from areas not correlated to traditional asset classes, namely equities and bonds. Continue…

    by Dean Curnow Posted in Aura Group, Investing Education.
    • save this article
    • POSTED IN Aura Group, Investing Education.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
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  • MEDIA

    How to be an investor in the ETF and managed fund worlds

    Roger Montgomery
    November 9, 2022

    Rod Myer published an article in The New Daily discussing why investing in an ETF is not a magic formula for success. Rod draws on Roger’s thoughts on why you want to be investing in a theme that is unpopular or when investing overall is unpopular. Read the article: How to be an investor in the ETF and managed fund worlds

    by Roger Montgomery Posted in On the Internet.
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    • POSTED IN On the Internet.
  • What does the past tell us about inflation expectations?

    David Buckland
    November 9, 2022

    In this week’s video insight David dicusses the official cash rates, noting that by historical standards they are still very low. It’s important for investors to think about the world before the low inflation rates of the 2010s decade, and simply accept that inflationary expectations may halve from around 8 per cent to 4 per cent but may not necessarily get a lot lower. Continue…

    by David Buckland Posted in Video Insights.
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    • POSTED IN Video Insights.
  • Don’t get too comfortable: Bridgewater says there’s more pain ahead

    Roger Montgomery
    November 8, 2022

    With U.S. and Australian equities having fallen for almost a year, many investors are starting to wonder if this bear market is coming to an end. After all, the average length of a bear market is 9.5 months, according to Investopedia. So, we’re getting close, right? Apparently not, say the analysts at Bridgewater Associates, the giant hedge fund started by Ray Dalio. Continue…

    by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
    • 1 Comments
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    • POSTED IN Editor's Pick, Global markets, Market commentary.
  • MEDIA

    Iron ore tumbles on China woes despite robust outlook

    Sean Sequeira
    November 7, 2022

    Lachlan Buur-Jensen published an article in The Inside Investor discussing why iron ore prices have fallen to levels not seen since the onset of the pandemic as global steel demand, particularly from China, begins to waver. Lachlan draws on Sean Sequeira’s thoughts on the longer-term outlook amid increasing inflation pressures and his view on Rio Tinto. Read the article: Iron ore tumbles on China woes despite robust outlook

    by Sean Sequeira Posted in On the Internet.
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    • POSTED IN On the Internet.
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