As 2018 has drawn to a close, let’s take a look at the year that was. Excluding dividends, the Australian market declined 7.5 per cent over 2018 to 5,709 points. By August, the market was at 6,460 points, and the all-time high of 6,850 points recorded in November 2007 appeared to be within reach. However, the final four months of the year was a rough period for most equity investors. Continue…

by David Buckland Posted in Market commentary.

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As the team at Montgomery heads off for the holiday season to spend time with friends and family, we wanted to wish you all a happy, safe and relaxing Christmas. Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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From 1 January, the Australian Prudential Regulation Authority (APRA) will remove the 30 per cent cap on the proportion of new mortgages that can be interest only. This should benefit property owners, would-be investors, and the banks – with Westpac set to be the biggest beneficiary. Continue…

by Stuart Jackson Posted in Editor's Pick, Financial Services.

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Thank you for sending in your guesses to my previous post, name those stocks… and their multiples. It’s time I reveal the answers and how you can use them to reflect on the madness of markets. Continue…

by Christopher Demasi Posted in Investing Education.

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This year has certainly been tough one for those who express a faith in the very reason for Christmas.  2018 has witnessed an acceleration in the politicisation of tolerance and individual rights, while those who have expressed faith in Jesus have been branded intolerant. From all of the team at Montgomery we wish you a safe and happy holiday.

by Roger Montgomery Posted in Video Insights.

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The best predictor of higher investment returns tomorrow is lower prices today. This is sometimes forgotten – especially when prices are falling and bearishness takes over. At Montgomery Global, we have observed a clear uptick in the degree of general bearishness in the investment community over recent weeks. And while there are plenty of risks on the horizon, it is worth checking in with some longer-term perspective. Continue…

by Andrew Macken Posted in Global markets.

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In this episode of Value.Able The podcast I take a look at the importance of the return on equity measure. It is an essential ingredient in establishing a businesses economics, and plays a part in determining the returns for shareholders.

by Roger Montgomery Posted in Podcast Channel.

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In this week’s video insight Stuart takes a look at Aristocrat Leisure’s (ASX:ALL) result announced in late-November for full year ended 30 September 2018. We view Aristocrat as a high-quality business at an attractive price with good medium-term prospects. Following the announcement, we believe the stock now represents an improved risk and return mix.

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by Stuart Jackson Posted in Video Insights.

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