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.

It’s hard not to shake your head in disbelief at the misinformation and spin being peddled by our politicians around an issue that is dominating domestic political debate: energy policy and prices. In this blog, I’m going to tackle three big myths that some of our leading advocates would have you believe. Continue…

by Andreas Lundberg Posted in Editor's Pick, Energy / Resources.

• 19 Comments
• save this article
• 19
• POSTED IN Editor's Pick, Energy / Resources.

Roger Montgomery joined Peter Switzer on Switzer TV to discuss the reporting season and how we saw some fantastic results from some of our companies including REA, Challenger, Smart Group and IDP Education. Another topic of discussion was the issues for retailing including the slowdown in residential construction activity.

by Roger Montgomery Posted in TV Appearances.

• save this article
• POSTED IN TV Appearances.

Back in the 1960s, a group of companies listed on the New York Stock Exchange called the Nifty Fifty grabbed the attention and dreams of a generation of savvy investors.  As we know, investing in the Nifty Fifty ended badly for many of them, and showed the downside of investing fads. 

by Roger Montgomery Posted in Global markets, Market commentary.

• save this article
• POSTED IN Global markets, Market commentary.

Howard Marks at Oaktree published his latest memo overnight. It speaks for itself and is valuable reading.  Click here to download the PDF.

by Roger Montgomery Posted in Global markets.

• 3 Comments
• save this article
• 3
• POSTED IN Global markets.

Altium (ASX: ALU) is one of Australia’s most successful software businesses. Over the last five years, the company has grown rapidly, and its stock price has soared more than 10-fold. ALU’s FY2017 result shows a business going from strength to strength. But is it a tad expensive at these prices? Continue…

by Scott Shuttleworth Posted in Companies, Editor's Pick.

• 20 Comments
• save this article
• 20
• POSTED IN Companies, Editor's Pick.

Recently, some of the best investments in our global funds have been in Chinese companies like Tencent and Alibaba.  And that’s hardly surprising. After all, in the words of the ex-Singapore leader, Lee Kuan Yew, China is now “the biggest player in the history of the world”. 

by Roger Montgomery Posted in Global markets.

• 4 Comments
• save this article
• 4
• POSTED IN Global markets.

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.