Check out my latest article for the Australian on Market volatility and the unbottling of ‘turning points’ READ HERE
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REA continues to innovate and grow
Scott Shuttleworth
February 28, 2017
With property prices still heading north – particularly in the major capitals – we recently took the opportunity to meet with the CEO and CFO of REA Group (ASX: REA), Tracey Fellows and Owen Wilson. Our discussion gave us a greater insight into REA’s 1H17 result and the prospects of Australia’s leading online real estate advertising company. Continue…
by Scott Shuttleworth Posted in Companies.
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BHP’s recovery could still leave investors feeling short over time
Roger Montgomery
February 27, 2017
In this article published in The Australian Roger explains why BHP’s longer-run economics are not attractive and why you should never take a cue from share prices. Read here.
by Roger Montgomery Posted in In the Press.
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Is Trump’s White House itching for another war?
Roger Montgomery
February 25, 2017
As investors, there are many macro events we have to consider, both positive and negative. Since the election of Donald Trump, we’ve had to consider one more – the prospect of a war involving the US. Jumping at shadows is no way to invest, so the following should be read as pure postulation, a black swan event sharing its place on the probability spectrum with, say, a meteor hitting Earth. Continue…
by Roger Montgomery Posted in Market commentary.
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Interview with Roger Montgomery on J-Air
Roger Montgomery
February 23, 2017
Reuben Zelwer and Craig Bigelow talk sharemarket averages and the state of the apartment market with Roger Montgomery.
by Roger Montgomery Posted in Radio.
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Reviewing Isentia
Tim Kelley
February 23, 2017
As many investors have noted, iSentia Limited (ASX: ISD) delivered a poor earnings announcement yesterday. The Montgomery Fund and Montgomery [Private] Fund both hold positions in ISD, and so this is clearly disappointing for us. The combined holdings amounted to less than 2% of the assets in those Funds before the announcement, so the damage was contained, but nonetheless, disappointing. Continue…
by Tim Kelley Posted in Companies.
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