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.

• save this article
• POSTED IN Consumer discretionary, Technology & Telecommunications.

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.

• 1 Comments
• save this article
• 1
• POSTED IN Market commentary.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

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.

• save this article
• POSTED IN Editor's Pick, Radio.

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.

• watch video
• 1 Comments
• save this article
• 1
• POSTED IN Editor's Pick, Video Insights.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

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.

• 4 Comments
• save this article
• 4
• POSTED IN Insightful Insights.

Superannuation funds, from retail to industry funds, offer different levels of investment choice and control over how your super is invested. The investment options available play an important role in what super fund you may want to invest in. Continue…

by Dean Curnow Posted in Investing Education, Montgomery News and Updates.

• 2 Comments
• save this article
• 2
• POSTED IN Investing Education, Montgomery News and Updates.