by Roger Montgomery's Team Posted in Old Content.

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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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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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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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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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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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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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A REIT, or Real Estate Investment Trust, is an entity that owns income-producing real estate. Think of a managed fund that concentrates on property rather than stocks and you have the idea for a REIT. REITs offer investors a partial interest in the rental income, capital appreciation and/or development profits of a variety of property classes from residential to industrial.

by Roger Montgomery Posted in Investing Education.

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