Steadfast Group (ASX:SDF) is the largest general insurance broker network and group of underwriting agencies in Australasia. It also has growing operations in Asia and Europe. Two of our funds own shares in the company, so we were eager to read its FY2018 results. Here are our initial impressions. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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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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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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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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by Roger Montgomery's Team Posted in Old Content.

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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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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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by Roger Montgomery's Team Posted in Old Content.

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