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How to prevent a recession we don’t have to have
Roger Montgomery
October 8, 2019
Back in November 1990, with the Australian economy deep in the doldrums, Treasurer Paul Keating uttered his now famous remark that this was “a recession that Australia had to have”. It was, remarkably, Australia’s last recession. Today, with our economy again looking into the abyss, I believe there is a simple measure the government could take to prevent the next one. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Why valuation still matters
Joseph Kim
October 4, 2019
There has been a lot written about the death of value investing, and how growth investing has outperformed significantly over recent years. However, it is important to distinguish the difference between the traditional concepts of “value” investing – i.e. capital intensive industries trading at low price-earnings or other similar ratios (including price / book), with the concept of “valuation” – determining the present value of an asset. Continue…
by Joseph Kim Posted in Companies, Investing Education.
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Why EML is a core holding in our Small Companies Fund
Dominic Rose
October 4, 2019
We recently launched the Montgomery Small Companies Fund. This new fund has invested in some truly dynamic businesses that we believe will deliver superior returns over the coming years. One of those is EML Payments (ASX: EML). Continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Happy Birthday Montgomery Alpha Plus Fund
Tim Kelley
October 3, 2019
In this week’s video insight Tim discusses the revised strategy of our Montgomery Alpha Plus fund. While one year is too short a timeframe for a meaningful analysis of fund performance, the early signs are encouraging.
by Tim Kelley Posted in Video Insights.
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MEDIA
Money News 01.10.2019
Roger Montgomery
October 2, 2019
Roger joined Ross Greenwood on Money News to discuss the RBA’s decision to cut rates to 0.75 per cent. The reasons given for the cut included global issues and the US/ China trade dispute. So which stocks benefit from falling interest rates?
by Roger Montgomery Posted in Radio.
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Rebalancing a portfolio in a volatile market
Roger Montgomery
October 2, 2019
As the sharemarket gyrates around record highs, it is easy to conclude that risks are low. In fact, if a simple market truth is observed – that the higher the price you pay, the lower your return – then it must be true that as the market registers new highs, conditions are riskier. Continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
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