I discussed market trends and investment opportunities in a recent InvestmentMarkets webinar WATCH HERE
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Challenging Value
Roger Montgomery
May 29, 2017
In an equity market generally bereft of broad value and with non-income producing assets such as two-digit licence plates and Basquiat paintings hitting all-time records, it is well to discuss those businesses hitting the ball out of the park in terms of their business performance. Continue…
by Roger Montgomery Posted in Companies.
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Something to crow about
Roger Montgomery
May 26, 2017
Topping a list of 475 fund managers has got to be worth mentioning, so forgive us for the plug. Out of the 475 global funds offered in Australia and classified by data and analytics provider Financial Express as global equity funds, The Montgomery Global Fund was placed 4th in performance terms over the last year (ending 30/4/17). Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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More records for no income
Roger Montgomery
May 26, 2017
Another week, and yet more records are smashed for non-income-producing assets, like two-digit number plates and US artworks. Is this a sign of economic prosperity, and the investment potential of the asset? Or another worrying signal that we’ve entered the final phase of cheap money? Continue…
by Roger Montgomery Posted in Insightful Insights.
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MEDIA
Buy Hold Sell: Where is the value?
Roger Montgomery
May 25, 2017
Roger Montgomery featured in Livewire’s Buy Hold Sell to discuss the stocks that are hitting 12 month lows. Watch the 3 minute clip below.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Should bank investors be alarmed by the proposed levy?
Stuart Jackson
May 25, 2017
The Federal Government’s proposed bank levy has opened up a battlefront with the major banks, not to mention shareholders and bank staff. On face value, the 6 basis point levy seems relatively benign. But we think it will increase investment risk in an already overvalued sector. Continue…
by Stuart Jackson Posted in Financial Services.
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After its price dip, is Telstra now good value?
Tim Kelley
May 24, 2017
Telstra (TLS) is not high on the list of businesses we would most like to own. Having said that, it is not a terrible business, and at the right price it makes sense to own it, particularly given its steady dividend stream. So, with TLS’s share price down around 20 percent over the past year, we decided to assess its value. Continue…
by Tim Kelley Posted in Companies, Editor's Pick.
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MEDIA
Money News 23.05.2017
Roger Montgomery
May 24, 2017
Roger Montgomery spoke with Ross Greenwood on 2GB Money News about how nerves impact the stock market and the rise in the price of assets that produce no income.
by Roger Montgomery Posted in Radio.
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