Value Investing was developed in the 1920s at Columbia Business School by finance adjunct Benjamin Graham. Roger recently recorded an educational video for investors who want to understand the fundamentals of a quality business and also what might be important in terms of value investing. In this 45-minute fundamental investing 101 session, Roger presents you some of the basic elements of identifying a quality business, finding that quality business at a rational price and how to identify companies with the ability to generate a high rate of return on equity over a long period of time. Continue…

by Roger Montgomery Posted in Editor's Pick, Investing Education, Market Valuation.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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Back in May, we wrote about potential investment merit in Qantas, noting that, while airlines do not readily fit into the “exceptional business” category, we could see good reasons why an investor might be attracted to Qantas (ASX:QAN) at the mid-$3 price that prevailed at the time. Continue…

by Tim Kelley Posted in Airlines, Companies.

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by Roger Montgomery's Team Posted in Old Content.

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Roger joined Michael McLaren on 2GB overnight to discuss Treasurer Dominic Perrottet’s undertaking of NSW’s biggest tax reform in decades as NSW records a historic $16 billion budget deficit.

by Roger Montgomery Posted in Radio.

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Those companies which record the largest retreat in profitability during a recession often see the biggest rebounds in subsequent years. Company reports and consensus Earning Per Share (EPS) estimates for the US S&P500 market points to a similar experience for this cycle. Continue…

by David Buckland Posted in Market commentary.

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News of a potentially highly effective COVID-19 vaccine has provided a welcomed boost for so called ‘out and about’ stocks which are viewed as key beneficiaries of an economic re-opening scenario. Over the past few months, the Montgomery Small Companies Fund has been busy seeking ‘vaccine insurance’ to position the portfolio further towards the re-opening trade. Continue…

by Dominic Rose Posted in Companies, Stocks We Like.

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