A very successful investor I know studies the financial pages of the newspaper with a focus on stocks and sectors that are making 52-week lows. His argument is that if he can find one “diamond” every few years, it more than accounts for the disappointments. And often by a factor! Continue…

by David Buckland Posted in Companies, Investing Education.

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by Roger Montgomery's Team Posted in Old Content.

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Reporting season is coming up for our major banks, and recent data provided by the Australian Government regulators shows that it may be a bumpy ride ahead. Continue…

by Stuart Jackson Posted in Companies, Financial Services.

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In this week’s video insight Joseph discusses the recent share buy-back announcement of Pro Medicus (ASX:PME) and the impact to the company’s share metrics. Share buy-backs are often seen as a signal that the board views the current share price as undervaluing the company. Any buy-back using PME’s surplus cash may actually result in price earnings dilution given PME’s lofty 99x PE ratio.

by Joseph Kim Posted in Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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Roger appeared on Your Money’s Trading Day Live to discuss housing construction. With residential construction declining, and possibly even halving – how will the 3.5 per cent of Australia’s workforce employed by the area be impacted? Will we see unemployment rise?

by Roger Montgomery Posted in Editor's Pick, TV Appearances.

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by Roger Montgomery's Team Posted in Old Content.

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We are often asked to explain how we manage the cash weighting, and the most recent market pullback at the end of 2018 provides a useful example to illustrate our approach to managing cash. Continue…

by Tim Kelley Posted in Investing Education.

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