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  • MEDIA

    Money News 20.02.2020

    Roger Montgomery
    February 21, 2020

    Roger joined Brooke Corte on Money News to discuss the amount of money being invested in private businesses via private equity. The net assets of private equity investments is now four times the market capitalisation of the US stock market. Are we seeing a bubble form?

    by Roger Montgomery Posted in Radio.
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  • MEDIA

    Shares for beginners

    Roger Montgomery
    February 21, 2020

    Roger joined Philip Muscatello on Shares for Beginners to discuss what quality means to us, the difference between value, growth and momentum investing. And how do franking credits affect investments in Australian companies?

    by Roger Montgomery Posted in Editor's Pick, Podcast Channel.
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    • POSTED IN Editor's Pick, Podcast Channel.
  • Protected: PROTECTED

    Roger Montgomery's Team
    February 21, 2020

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  • What is happening on the ground in China as a result of Coronavirus?

    Joseph Kim
    February 20, 2020

    It has now been a month since coronavirus entered the global vernacular, with media coverage covering almost every conceivable angle possible, including the potential economic fallout. We monitor new cases and deaths very closely, especially for any signs of contagion outside of Hubei – the epicentre of COVID-19 – and the unfortunate passengers on the Diamond Princess cruise off the coast of Japan. Continue…

    by Joseph Kim Posted in Market commentary.
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  • 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.
    The very best investors in the world are “value” investors.”

    Ross Greenwood, Channel Nine, 2GB

  • Is Baby Bunting proving the doubters wrong?

    David Buckland
    February 20, 2020

    Contrary to popular belief, not all Aussie retailers are getting smashed by the arrival of Amazon.  Take Baby Bunting (ASX:BBN) for example. The nursery retailer and one-stop baby shop just posted a solid half-year, with further growth on the horizon. Continue…

    by David Buckland Posted in Companies.
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  • WHITEPAPERS

    Is it time to rebalance your retirement portfolio?

    Roger Montgomery
    February 19, 2020

    In the current environment of ultra-low interest rates, generating enough income for retirement can be challenging. Instead of being able to add to their nest egg, many retirees find themselves needing to withdraw capital to make up a shortfall between their lifestyle requirements and their income. Meanwhile, if you receive income from an annuity, those payments will also come from the capital in your investment portfolio. With less capital available it becomes harder to weather market volatility. Continue…

    by Roger Montgomery Posted in Whitepapers.
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  • Value versus growth stocks

    Tim Kelley
    February 19, 2020

    In this week’s video insight Tim takes a closer look at value stocks and growth stocks. On the whole, over long periods of time, it looks as though a value investor has enjoyed a significantly better investment experience than a growth investor. Long-term averages are not the whole story, however.  Over short periods of time, value can underperform growth significantly.

    by Tim Kelley Posted in Editor's Pick, Investing Education, Video Insights.
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    Roger Montgomery's Team
    February 18, 2020

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