Well, what do you know – national house and apartment prices are on a tear again.  Although the national median house price is not back to where it was around two years ago, there’s every chance it soon will be.  And that’s good news for Australia’s property investors. Continue…

by Roger Montgomery Posted in Editor's Pick, Property.

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by Roger Montgomery's Team Posted in Old Content.

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There are many factors which have driven the US Government Ten-Year Bond Yield down over the 35-year period from 15.85 per cent in the September Quarter of 1981 to 1.35 per cent in the September Quarter of 2016. While I will discuss these factors in more detail in an upcoming blog, what has struck me is that over recent weeks we have seen the US Government Ten-Year Bond Yield jump by nearly 0.5 per cent from close to a record low of 1.45 per cent to the current 1.93 per cent. Continue…

by David Buckland Posted in Global markets, Market commentary.

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In this week’s video insight Roger takes a look at Bingo Industries. We’ve been eagerly anticipating a downgrade for this company given the outlook for the construction industry although at their recent AGM they forecast an approximate 50 per cent increase in EBITDA over the next financial year. So what’s their outlook?

by Roger Montgomery Posted in Companies, Editor's Pick, Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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Telstra (ASX:TLS) has been one of the better performers among Australia’s large caps over the past year, and we see more upside ahead. There are two good reasons for our optimism. Continue…

by Tim Kelley Posted in Companies, Stocks We Like.

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You can’t underestimate the importance of retail spending. When nations open their wallets, it stimulates the economy. Investors have been bracing for a cheerier Christmas, however should we be worried about recent data which has shown a marked slowdown in momentum? Continue…

by Dominic Rose Posted in Companies, Consumer discretionary.

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As highlighted in the recent results announcements from Australia and New Zealand Banking Group (ASX:ANZ), Westpac (ASX:WBC) and National Australia Bank (ASX:NAB), the earnings and profits of our major banks are on the slide. It’s further justification for the investment strategy of The Montgomery Fund and The Montgomery [Private] Fund to have an 85 per cent active underweight position in the major banks. Continue…

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

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