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Investments like Resmed help us sleep better at night
Andreas Lundberg
October 31, 2017
Resmed (ASX: RMD) – the Aussie sleep apnea treatment business – is a company we really like. It’s the largest position in the Montgomery [Private] Fund and second largest in The Montgomery Fund. And its 1Q results were again impressive, propelling the stock price to all-time highs.
Continue…by Andreas Lundberg Posted in Companies.
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Is Telstra (finally) cheap?
Tim Kelley
October 30, 2017
Only 12 months back, Telstra (ASX: TLS) shares were trading at around $5.00. The fall since then has been precipitous. Which has got a lot of investors asking: does it finally represent good value? Continue…
by Tim Kelley Posted in Companies, Editor's Pick, Technology & Telecommunications.
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Update on MOGL and $3.34
David Buckland
October 30, 2017
Following our recent post about our forthcoming active Exchange Traded Managed Fund (ETMF), the Montgomery Global Equities Fund (ASX: MOGL), here’s a brief update on the progress towards its quotation on the ASX Aqua market. Continue…
by David Buckland Posted in Montgomery News and Updates.
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Why we’d like to own Macquarie – but not just yet
Andreas Lundberg
October 27, 2017
We like high quality businesses. And Macquarie Group (ASX: MGQ) is clearly one of those. So, you may wonder, why don’t we hold it in our funds? Continue…
by Andreas Lundberg Posted in Companies.
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Buy Hold Sell: 5 hot small-caps
Roger Montgomery
October 27, 2017
Roger was on Livewire’s Buy Hold Sell to discuss small cap tech stocks. These young companies could offer high returns. Find out which ones Roger would buy.
by Roger Montgomery Posted in TV Appearances.
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Which retailers will survive after Amazon hits our shores?
Roger Montgomery
October 26, 2017
How much will Amazon (NASDAQ: AMZN) hurt our retailers when its local website launches later this year? Quite a lot, it seems, if the plunging share price of some businesses is anything to go by. But it’s not all doom and gloom. Some retailers should continue to thrive. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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What the health reforms mean for your wallet, and private health businesses
Stuart Jackson
October 26, 2017
The Australian government has just announced a raft of changes to private health insurance. The reforms should make health cover more affordable, and more attractive for consumers. And this in turn should be beneficial for hospital operators, at least in the short term. Continue…
by Stuart Jackson Posted in Health Care.
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Money News: 24.10.2017
Roger Montgomery
October 25, 2017
In this interview with Ross Greenwood, Roger discusses how there is currently very little value in the market. Another topic of discussion is Amazon. Is the arrival of Amazon going to kill retail in Australia? Or will it provide opportunities?
by Roger Montgomery Posted in Radio.
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