HOW DO WE CALCULATE TOTAL RETURNS? WE WILL SHOW YOU here
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Build it and they will come – growth stories and high multiples
Joseph Kim
September 10, 2018
One of the fundamental aspects of price discovery in the market is the speed at which participants are willing to price in future expectations for a business, adjusted for potential risks in execution. Continue…
by Joseph Kim Posted in Companies.
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THE GICS SHIFT
Roger Montgomery
September 7, 2018
We think the following note we received from one of our research subscriptions, McAlinden Research Partners is of interest and worth republishing in its entirety. Continue…
by Roger Montgomery Posted in Consumer discretionary, Technology & Telecommunications.
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Three sectors that could struggle in the year ahead
Roger Montgomery
September 7, 2018
Reporting season has produced some terrific results, with the combined earnings per share of companies reporting rising by almost 9 per cent. But a note of caution: it’s also highlighted that the road ahead could get bumpy for three key sectors of the economy. Continue…
by Roger Montgomery Posted in Market commentary.
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What is the world’s richest city?
George Hadjia
September 6, 2018
A recent Wealth-X report gave some updated statistics on the world’s richest city, measured by the number of ultrawealthy people. The result might surprise you, but perhaps even more shocking is the number of individuals in that city that fall into this “ultrawealthy”category. Continue…
by George Hadjia Posted in Investing Education.
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Money News 04.09.2018
Roger Montgomery
September 6, 2018
In this interview on Money News, Roger discusses a fundamental problem that Australia may not be ready for. The current high levels of debt could complicate monetary policy decisions. How cautious should you be?
by Roger Montgomery Posted in Editor's Pick, Radio.
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An update on The Montgomery Fund
Roger Montgomery
September 5, 2018
In this week’s video insight Roger provides an update on The Montgomery Fund. One of The Fund’s goals is to outperform the broader market over long stretches of time, but another important goal for The Fund is to preserve investor capital. Since its inception, The Fund has delivered better returns than the broader market and has done so with smaller drawdowns and lower volatility. Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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China’s Insatiable Demand for Commodities
Amit Nath
September 5, 2018
Despite only having 19 per cent of the world’s population and generating 15 per cent of global GDP, China consumes more than 50 per cent of the world’s steel, copper, coal, nickel and cement. In fact China has used more cement in 3 years than the United States used in the entire 20th century. Continue…
by Amit Nath Posted in Energy / Resources.
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Are governments wasting money on new infrastructure?
Andreas Lundberg
September 4, 2018
After many years of under-investment in infrastructure, Australian governments have recently been on an infrastructure spending frenzy. Some projects have been worthwhile. Others have not. Is it time to pause and think more carefully about the way public money is spent? Continue…
by Andreas Lundberg Posted in Insightful Insights.
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